Waypoint Wealth Counsel’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
$1.06M Buy
2025
Q2
$961K Buy
2025
Q1
$1.05M Buy
2024
Q4
$926K Buy
2024
Q3
$1M Buy
2024
Q2
$979K Sell
2024
Q1
$1.09M Buy
2023
Q4
$366K Sell
2023
Q3
$573K Buy
2023
Q2
$522K Sell
2023
Q1
$1.35M Sell
2022
Q4
$1.87M Buy