Allium Financial 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	$297K	Buy	2,756 +812	+42%	+$87.5K	0.22%	64
2025 Q1	$231K	Buy	+1,944	New	+$231K	0.21%	69