Harold Davidson & Associates’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
$947K Sell
8,782
-4,632
-35% -$499K 0.61% 37
2025
Q1
$1.6M Sell
13,414
-213
-2% -$25.3K 0.87% 29
2024
Q4
$1.47M Buy
+13,627
New +$1.47M 0.7% 37