AdviceOne Advisory Services’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
$645K Buy
5,986
+319
+6% +$34.4K 0.48% 10
2025
Q1
$674K Buy
5,667
+155
+3% +$18.4K 0.55% 8
2024
Q4
$593K Buy
+5,512
New +$593K 0.53% 10