Convergence Financial’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
$324K Buy
3,005
+227
+8% +$24.5K 0.06% 148
2025
Q1
$330K Buy
+2,778
New +$330K 0.06% 130