Hughes Financial Services’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 Sell
5,394
-43
-0.8% -$4.58K 0.1% 43
2025
Q1
$647K Buy
5,437
+1,241
+30% +$148K 0.13% 42
2024
Q4
$451K Buy
+4,196
New +$451K 0.09% 41