Oregon Pacific 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	$492K	Sell	4,566 -22	-0.5%	-$2.37K	0.47%	54
2025 Q1	$546K	Sell	4,588 -44	-0.9%	-$5.23K	0.55%	51
2024 Q4	$498K	Buy	+4,632	New	+$498K	0.49%	55