M3 Advisory Group’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
$317K Buy
2,943
+72
+3% +$7.76K 0.22% 85
2025
Q1
$341K Buy
2,871
+617
+27% +$73.4K 0.27% 75
2024
Q4
$242K Sell
2,254
-79
-3% -$8.5K 0.17% 122
2024
Q3
$273K Buy
2,333
+282
+14% +$33.1K 0.2% 110
2024
Q2
$236K Buy
+2,051
New +$236K 0.19% 113