Axis Wealth Partners’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
$545K Buy
5,056
+90
+2% +$9.7K 0.36% 78
2025
Q1
$591K Buy
4,966
+93
+2% +$11.1K 0.44% 65
2024
Q4
$524K Buy
+4,873
New +$524K 0.44% 65