Aviso Financial’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
$759K Sell
7,040
-2,661
-27% -$287K 0.03% 175
2025
Q1
$1.15M Buy
9,701
+802
+9% +$95.4K 0.06% 136
2024
Q4
$957K Buy
8,899
+573
+7% +$61.6K 0.05% 151
2024
Q3
$976K Buy
8,326
+1,080
+15% +$127K 0.05% 147
2024
Q2
$834K Buy
+7,246
New +$834K 0.05% 155