Independence Financial Advisors’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
$622K Sell
5,766
-59
-1% -$6.36K 0.24% 33
2025
Q1
$693K Buy
+5,825
New +$693K 0.26% 28