West 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 | $90.7K | Sell |
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|
2025
Q2 | $110K | Buy |
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|
2025
Q1 | $117K | Hold |
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|
2024
Q4 | $105K | Buy |
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|
2024
Q3 | $86.9K | Hold |
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|
2024
Q2 | $85.3K | Hold |
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|
2024
Q1 | $86.1K | Hold |
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|
2023
Q4 | $74.1K | Sell |
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|
2023
Q3 | $102K | Buy |
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|
2023
Q2 | $79.5K | Buy |
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|
2023
Q1 | $57.9K | Hold |
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|
2022
Q4 | $58.2K | Hold |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $45K | Sell |
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|
2022
Q1 | $51K | Buy |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $31K | Hold |
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|
2021
Q2 | $33K | Sell |
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|
2021
Q1 | $32K | Buy |
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|
2020
Q4 | $22K | Buy |
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