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Avantra Family Wealth’s Exxon Mobil XOM Stock Holding History

Avantra Family Wealth’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$266K Sell
2,465
-75
-3% -$8.09K 0.22% 112
2025
Q1 		$302K Buy
2,540
+3
+0.1% +$357 0.29% 111
2024
Q4 		$273K Buy
+2,537
New +$273K 0.26% 123