LWA
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Lifelong Wealth Advisors’s Exxon Mobil XOM Stock Holding History

Lifelong Wealth Advisors’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$236K Buy
2,187
+50
+2% +$5.39K 0.08% 73
2025
Q1 		$254K Buy
2,137
+166
+8% +$19.7K 0.12% 60
2024
Q4 		$212K Buy
+1,971
New +$212K 0.1% 64