InvesTrust’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
$4.83M Sell
44,834
-30,073
-40% -$3.24M 1.87% 16
2025
Q1
$8.91M Sell
74,907
-944
-1% -$112K 2.44% 8
2024
Q4
$8.08M Buy
+75,851
New +$8.08M 2.25% 9