MWP
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Meriwether Wealth & Planning’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.26M Sell
20,973
-1,383
-6% -$149K 1.42% 13
2025
Q1
$2.66M Buy
22,356
+1,377
+7% +$164K 1.73% 10
2024
Q4
$2.26M Buy
+20,979
New +$2.26M 1.61% 9