James Reed Financial Services’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	$501K	Buy	+4,647	New	+$501K	0.45%	11
2025 Q1	–	Sell	-2,262	Closed	-$243K	–	19
2024 Q4	$243K	Buy	+2,262	New	+$243K	0.25%	15
2022 Q1	–	Sell	-2,249	Closed	-$137K	–	178
2021 Q4	$137K	Buy	+2,249	New	+$137K	0.13%	19