Consilium Wealth Advisory’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
$582K Buy
5,403
+70
+1% +$7.55K 0.25% 62
2025
Q1
$634K Buy
5,333
+1
+0% +$119 0.32% 51
2024
Q4
$574K Sell
5,332
-3,116
-37% -$335K 0.27% 55
2024
Q3
$990K Buy
+8,448
New +$990K 0.54% 38