Copley Financial Group’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
$403K Sell
3,738
-287
-7% -$30.9K 0.3% 69
2025
Q1
$479K Sell
4,025
-1
-0% -$119 0.37% 61
2024
Q4
$433K Buy
4,026
+89
+2% +$9.57K 0.33% 71
2024
Q3
$461K Buy
+3,937
New +$461K 0.42% 67