DFP
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Defined Financial Planning’s Exxon Mobil XOM Stock Holding History

Defined 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 		$320K Buy
2,834
+128
+5% +$14.5K 0.28% 42
2025
Q1 		$322K Buy
2,706
+191
+8% +$22.7K 0.33% 48
2024
Q4 		$271K Buy
+2,515
New +$271K 0.29% 55