White Lighthouse 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
         Q2  | $334K | Buy | 
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| 
        
          
      
        2025
         Q1  | $360K | Buy | 
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| 
        
          
      
        2024
         Q4  | $323K | Hold | 
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| 
        
          
      
        2024
         Q3  | $352K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $345K | Hold | 
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    |||||
| 
        
          
      
        2024
         Q1  | $349K | Sell | 
         | 
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| 
        
          
      
        2023
         Q4  | $350K | Hold | 
         | 
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| 
        
          
      
        2023
         Q3  | $411K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $340K | Hold | 
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| 
        
          
      
        2023
         Q1  | $348K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $294K | Sell | 
         | 
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| 
        
          
      
        2022
         Q3  | $246K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $241K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $235K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $257K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | – | Sell | 
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| 
        
          
      
        2019
         Q3  | $283K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $351K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $362K | Sell | 
         | 
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| 
        
          
      
        2018
         Q4  | $311K | Buy | 
         | 
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| 
        
          
      
        2018
         Q3  | $384K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $386K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $348K | Hold | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $390K | Buy | 
         |