Barlow 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
$2.28M Sell
20,556
-96,113
-82% -$10.7M 0.27% 43
2025
Q1
$12.7M Buy
116,669
+96,573
+481% +$10.5M 1.66% 27
2024
Q4
$2.24M Sell
20,096
-54
-0.3% -$6.02K 0.28% 44
2024
Q3
$2.53M Sell
20,150
-82
-0.4% -$10.3K 0.33% 44
2024
Q2
$2.33M Buy
20,232
+3
+0% +$345 0.32% 45
2024
Q1
$2.43M Buy
20,229
+3
+0% +$361 0.33% 51
2023
Q4
$2.02M Buy
+20,226
New +$2.02M 0.29% 51