Momentous Wealth Management’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
$676K Sell
6,272
-181
-3% -$19.5K 0.44% 21
2025
Q1
$767K Buy
6,453
+3,227
+100% +$384K 0.54% 18
2024
Q4
$347K Buy
+3,226
New +$347K 0.29% 21