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Evelyn Partners Investment Management Services’s Exxon Mobil XOM Stock Holding History

Evelyn Partners Investment Management Services’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 		$1.24M Buy
11,305
+5,346
+90% +$586K 0.17% 63
2025
Q1 		$1.27M Buy
+5,959
New +$1.27M 0.22% 52