Evernest Financial Advisors’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$743K Buy
2025
Q1
$774K Sell
2024
Q4
$1.11M Sell
2024
Q3
$1.61M Buy
2024
Q2
$993K Buy
2024
Q1
$1.02M Buy
2023
Q4
$809K Buy
2021
Q4
$801K Buy