Archvest Wealth 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	$921K	Sell	1,248 -482	-28%	-$356K	0.8%	28
2025 Q1	$206K	Buy	+1,730	New	+$206K	0.17%	63
2024 Q4	–	Sell	-1,494	Closed	-$855K	–	76
2024 Q3	$855K	Sell	1,494 -329	-18%	-$188K	0.54%	34
2024 Q2	$210K	Buy	+1,823	New	+$210K	0.14%	60