Genesis Private Wealth’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	$575K	Buy	5,334 +847	+19%	+$91.3K	0.27%	50
2025 Q1	$534K	Buy	4,487 +750	+20%	+$89.2K	0.28%	45
2024 Q4	$402K	Buy	+3,737	New	+$402K	0.22%	56