4Wealth Advisors’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Sell
3,942
-8
-0.2% -$862 0.43% 77
2025
Q1
$470K Sell
3,950
-808
-17% -$96.1K 0.51% 66
2024
Q4
$512K Buy
+4,758
New +$512K 0.51% 68