Impact Partnership Wealth’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
$1.09M Sell
10,069
-1,536
-13% -$166K 0.2% 47
2025
Q1
$1.38M Sell
11,605
-2,029
-15% -$241K 0.29% 31
2024
Q4
$1.47M Buy
13,634
+389
+3% +$41.8K 0.3% 37
2024
Q3
$1.55M Sell
13,245
-6,604
-33% -$774K 0.35% 31
2024
Q2
$2.29M Buy
19,849
+9,469
+91% +$1.09M 0.6% 24
2024
Q1
$1.21M Sell
10,380
-1,401
-12% -$163K 0.48% 25
2023
Q4
$1.18M Buy
11,781
+1,921
+19% +$192K 0.43% 27
2023
Q3
$1.16M Buy
9,860
+301
+3% +$35.4K 0.36% 31
2023
Q2
$1.03M Buy
+9,559
New +$1.03M 0.36% 25