Bright Futures 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
Q1
$369K Sell
3,503
-1,129
-24% -$119K 0.4% 76
2024
Q4
$503K Sell
4,632
-2,476
-35% -$269K 0.45% 65
2024
Q3
$829K Buy
7,108
+162
+2% +$18.9K 0.4% 82
2024
Q2
$812K Buy
6,946
+289
+4% +$33.8K 0.44% 71
2024
Q1
$765K Buy
+6,657
New +$765K 0.41% 72