Compass Financial Services’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
$55.5K Sell
515
-44
-8% -$4.74K 0.03% 86
2025
Q1
$66.5K Buy
559
+110
+24% +$13.1K 0.03% 69
2024
Q4
$48.3K Buy
+449
New +$48.3K 0.03% 67