Investment Partners Asset Management’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
$604K Buy
5,607
+180
+3% +$19.4K 0.42% 69
2025
Q1
$645K Sell
5,427
-458
-8% -$54.5K 0.51% 60
2024
Q4
$633K Hold
5,885
0.5% 55
2024
Q3
$690K Sell
5,885
-300
-5% -$35.2K 0.57% 50
2024
Q2
$712K Buy
6,185
+143
+2% +$16.5K 0.63% 46
2024
Q1
$702K Buy
6,042
+76
+1% +$8.83K 0.63% 47
2023
Q4
$596K Buy
+5,966
New +$596K 0.59% 53