Western Financial Corp’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$765K Buy
2024
Q1
Sell
2023
Q4
$892K Buy
2023
Q3
$1.01M Sell
2023
Q2
$1.3M Sell
2023
Q1
$1.33M Buy
2022
Q4
$1.23M Buy
2022
Q3
$905K Buy
2022
Q2
$841K Sell
2022
Q1
$908K Buy