Elevate Wealth Advisory’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	$210K	Buy	1,950 +103	+6%	+$11.1K	0.15%	74
2025 Q1	$220K	Buy	+1,847	New	+$220K	0.16%	70
2024 Q4	–	Sell	-1,755	Closed	-$206K	–	120
2024 Q3	$206K	Buy	1,755 +5	+0.3%	+$586	0.15%	69
2024 Q2	$202K	Buy	+1,750	New	+$202K	0.16%	65