Facet Wealth Inc’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$698K Buy
6,251
+2,162
+53% +$241K 0.02% 85
2025
Q1
$422K Sell
4,089
-885
-18% -$91.4K 0.01% 91
2024
Q4
$542K Buy
4,974
+495
+11% +$53.9K 0.01% 86
2024
Q3
$515K Buy
4,479
+136
+3% +$15.6K 0.01% 88
2024
Q2
$513K Buy
4,343
+672
+18% +$79.4K 0.02% 81
2024
Q1
$429K Sell
3,671
-107
-3% -$12.5K 0.01% 76
2023
Q4
$386K Buy
3,778
+973
+35% +$99.5K 0.01% 77
2023
Q3
$297K Buy
2,805
+53
+2% +$5.61K 0.01% 76
2023
Q2
$290K Sell
2,752
-1,816
-40% -$191K 0.01% 73
2023
Q1
$501K Buy
4,568
+373
+9% +$40.9K 0.03% 50
2022
Q4
$500K Buy
4,195
+96
+2% +$11.4K 0.03% 44
2022
Q3
$466K Buy
+4,099
New +$466K 0.04% 43