Carter Financial Group’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
$1.18M Buy
+11,001
New +$1.18M 0.77% 30
2022
Q1
$812K Buy
+9,831
New +$812K 1.09% 15