Allen Wealth Management’s Exxon Mobil XOM Stock Holding History

Allen Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.08M	Sell
2025 Q2	$5.81M	Sell
2025 Q1	$6.52M	Sell
2024 Q4	$5.96M	Sell
2024 Q3	$6.65M	Sell
2024 Q2	$6.81M	Buy
2024 Q1	$6.87M	Buy
2023 Q4	$5.83M	Buy