WealthPlan Investment Management’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 | $3.92M | Buy |
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|
2025
Q2 | $3.66M | Buy |
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|
2025
Q1 | $2.64M | Buy |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.86M | Buy |
|
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $1.63M | Buy |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $3.27M | Buy |
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|
2022
Q3 | $2.79M | Buy |
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|
2022
Q1 | $2.32M | Buy |
|