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Evelyn Partners Asset Management’s Exxon Mobil XOM Stock Holding History

Evelyn Partners Asset Management’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$481K Buy
4,466
+1,972
+79% +$213K 0.22% 44
2025
Q1 		$531K Buy
+2,494
New +$531K 0.33% 33