Grantvest Financial Group’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
$401K Sell
3,715
-77
-2% -$8.3K 0.3% 81
2025
Q1
$451K Buy
3,792
+11
+0.3% +$1.31K 0.37% 66
2024
Q4
$407K Buy
+3,781
New +$407K 0.45% 67