Breakwater Investment 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
$151K Hold
1,403
0.06% 95
2025
Q1
$167K Hold
1,403
0.07% 92
2024
Q4
$151K Hold
1,403
0.06% 97
2024
Q3
$164K Hold
1,403
0.07% 92
2024
Q2
$162K Hold
1,403
0.07% 89
2024
Q1
$163K Buy
+1,403
New +$163K 0.08% 82