Comprehensive Financial Planning’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
$294K Buy
2,731
+22
+0.8% +$2.37K 0.23% 86
2025
Q1
$322K Sell
2,709
-103
-4% -$12.3K 0.31% 68
2024
Q4
$302K Buy
+2,812
New +$302K 0.26% 71