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

Evelyn Partners Investment 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 		$6.47M Buy
85,569
+51,494
+151% +$3.9M 0.27% 57
2025
Q1 		$7.26M Buy
+34,075
New +$7.26M 0.33% 52