Warner Financial’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
$417K Hold
2025
Q2
$399K Sell
2025
Q1
$454K Buy
2024
Q4
$405K Buy
2024
Q3
$436K Buy
2024
Q2
$428K Buy
2024
Q1
$433K Sell
2023
Q4
$380K Buy
2023
Q3
$447K Buy
2023
Q2
$408K Buy
2023
Q1
$398K Buy
2022
Q4
$400K Buy
2022
Q3
$317K Buy
2022
Q2
$311K Buy
2022
Q1
$300K Buy
2021
Q4
$137K Buy