Burling 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	$2.95M	Buy	27,350 +6,967	+34%	+$751K	0.54%	56
2025 Q1	$2.42M	Buy	20,383 +5,058	+33%	+$602K	0.51%	55
2024 Q4	$1.65M	Buy	+15,325	New	+$1.65M	0.34%	71