Wetzel Investment 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
$719K Hold
2025
Q2
$688K Sell
2025
Q1
$877K Sell
2024
Q4
$819K Sell
2024
Q3
$935K Buy
2024
Q2
$838K Hold
2024
Q1
$854K Buy
2023
Q4
$546K Buy