Compass Planning Associates’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	$47.9K	Buy	444 +4	+0.9%	+$432	0.04%	59
2025 Q1	$52.4K	Buy	440 +4	+0.9%	+$476	0.05%	57
2024 Q4	$46.9K	Buy	+436	New	+$46.9K	0.05%	60