United Advisor Group’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.19M Buy
2025
Q1
$5.6M Sell
2024
Q4
$5.13M Sell
2024
Q3
$6M Buy
2024
Q2
$5.1M Buy
2024
Q1
$1.79M Buy