Invenio Wealth Partners’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	$919K	Buy	8,527 +5,195	+156%	+$560K	0.37%	37
2025 Q1	$396K	Buy	+3,332	New	+$396K	0.17%	60
2024 Q3	–	Sell	-2,320	Closed	-$267K	–	103
2024 Q2	$267K	Buy	+2,320	New	+$267K	0.13%	78