Elser Financial Planning’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,802
Closed -$301K 113
2024
Q4
$301K Buy
+2,802
New +$301K 0.02% 79
2024
Q3
Sell
-2,854
Closed -$329K 106
2024
Q2
$329K Buy
+2,854
New +$329K 0.05% 74