Eaton Financial Holdings’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
Sell
-3,245
Closed -$386K 119
2025
Q1
$386K Sell
3,245
-302
-9% -$35.9K 0.16% 52
2024
Q4
$382K Sell
3,547
-3,230
-48% -$347K 0.15% 55
2024
Q3
$794K Buy
+6,777
New +$794K 0.32% 41
2024
Q1
$788K Buy
+6,777
New +$788K 0.41% 39