Haven Private’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
$350K Buy
3,246
+905
+39% +$97.6K 0.16% 129
2025
Q1
$278K Buy
2,341
+326
+16% +$38.8K 0.16% 113
2024
Q4
$217K Buy
+2,015
New +$217K 0.12% 131