Curated Wealth Partners’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
$288K Sell
2,674
-408
-13% -$44K 0.03% 128
2025
Q1
$367K Buy
+3,082
New +$367K 0.05% 111