Wallace Advisory 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
Q3
$402K Sell
2025
Q2
$453K Sell
2025
Q1
$433K Buy
2024
Q4
$466K Hold
2024
Q3
$458K Hold
2024
Q2
$458K Sell
2024
Q1
$412K Hold
2023
Q4
$484K Hold
2023
Q3
$442K Buy
2023
Q2
$432K Hold
2023
Q1
$432K Hold
2022
Q4
$434K Buy