Mowery & Schoenfeld Wealth Management’s Exxon Mobil XOM Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$202K	Sell
2025 Q1	$224K	Buy
2024 Q4	$179K	Buy
2024 Q3	$177K	Hold
2024 Q2	$174K	Buy
2024 Q1	$123K	Sell
2023 Q4	$109K	Buy