Bolthouse Investments’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
$663K Buy
6,149
+633
+11% +$68.2K 0.64% 34
2025
Q1
$656K Sell
5,516
-1,181
-18% -$140K 0.68% 32
2024
Q4
$720K Buy
+6,697
New +$720K 0.67% 29