Columbia Advisory 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
$474K Buy
4,394
+109
+3% +$11.8K 0.36% 45
2025
Q1
$510K Buy
4,285
+1,075
+33% +$128K 0.44% 38
2024
Q4
$345K Buy
+3,210
New +$345K 0.32% 47