Caliber Wealth Management (Kansas)’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
$2.21M Buy
20,533
+1,690
+9% +$182K 0.24% 89
2025
Q1
$2.24M Buy
+18,843
New +$2.24M 0.31% 85