LeClair 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
$1.86M Sell
17,283
-54
-0.3% -$5.82K 1.26% 21
2025
Q1
$2.06M Sell
17,337
-100
-0.6% -$11.9K 1.49% 19
2024
Q4
$1.88M Buy
+17,437
New +$1.88M 1.25% 20