Instrumental Wealth’s Exxon Mobil XOM Stock Holding History

Instrumental Wealth’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$559K	Buy
2025 Q2	$544K	Buy
2025 Q1	$504K	Sell
2024 Q4	$514K	Sell
2024 Q3	$581K	Buy
2024 Q2	$537K	Buy
2024 Q1	$501K	Buy
2023 Q4	$384K	Buy
2023 Q3	$412K	Buy
2023 Q2	$372K	Sell
2023 Q1	$384K	Buy