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Helium Advisors’s Exxon Mobil XOM Stock Holding History

Helium Advisors’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$414K Sell
3,840
-419
-10% -$45.2K 0.26% 61
2025
Q1 		$507K Buy
4,259
+112
+3% +$13.3K 0.37% 50
2024
Q4 		$446K Buy
+4,147
New +$446K 0.35% 53