Merkkuri Wealth Advisors’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
$515K Buy
4,781
+29
+0.6% +$3.13K 0.39% 52
2025
Q1
$565K Sell
4,752
-52
-1% -$6.18K 0.48% 50
2024
Q4
$517K Sell
4,804
-87
-2% -$9.36K 0.41% 55
2024
Q3
$573K Buy
4,891
+117
+2% +$13.7K 0.45% 54
2024
Q2
$550K Buy
+4,774
New +$550K 0.51% 48