CFP
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Cypress Financial Planning’s Exxon Mobil XOM Stock Holding History

Cypress Financial Planning’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,727
Closed -$205K – 86
2025
Q1 		$205K Buy
+1,727
New +$205K 0.07% 78