Barnes Wealth Management Group’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
$398K Sell
3,693
-192
-5% -$20.7K 0.24% 94
2025
Q1
$462K Buy
3,885
+410
+12% +$48.8K 0.3% 79
2024
Q4
$374K Buy
+3,475
New +$374K 0.25% 89