Evergreen Private Wealth’s Exxon Mobil XOM Stock Holding History

Evergreen Private Wealth’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$86.8K	Hold
2025 Q2	$83K	Buy
2025 Q1	$77.3K	Hold
2024 Q4	$69.9K	Hold
2024 Q3	$76.2K	Hold
2024 Q2	$74.8K	Buy
2024 Q1	$35.1K	Buy
2023 Q4	$30K	Buy