Ball & Co Wealth Management’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
$187K Buy
1,740
+16
+0.9% +$1.72K 0.2% 17
2025
Q1
$205K Buy
1,724
+16
+0.9% +$1.9K 0.22% 16
2024
Q4
$183K Buy
+1,708
New +$183K 0.15% 21