EQ Wealth Advisors’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
$361K Sell
3,346
-34
-1% -$3.67K 0.25% 36
2025
Q1
$402K Sell
3,380
-493
-13% -$58.6K 0.32% 34
2024
Q4
$417K Buy
+3,873
New +$417K 0.4% 31