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Claris Financial’s Exxon Mobil XOM Stock Holding History

Claris Financial’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$806K Sell
7,476
-3,259
-30% -$351K 0.61% 48
2025
Q1 		$1.15M Hold
10,735
– – 0.76% 30
2024
Q4 		$1.15M Buy
+10,735
New +$1.15M 0.76% 30