Walkner Condon Financial Advisors’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
Q3 | $1.87M | Buy |
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|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.65M | Sell |
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $1.87M | Buy |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $1.87M | Sell |
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|
2022
Q4 | $1.93M | Buy |
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|
2022
Q3 | $1.46M | Sell |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $780K | Buy |
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|
2021
Q2 | $363K | Buy |
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|
2021
Q1 | $312K | Buy |
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|
2020
Q4 | $224K | Buy |
|