Disciplined Investors’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
$827K Sell
7,673
-279
-4% -$30.1K 0.64% 41
2025
Q1
$946K Buy
7,952
+52
+0.7% +$6.18K 0.85% 34
2024
Q4
$863K Buy
+7,900
New +$863K 0.83% 34