OWP
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ORG Wealth Partners’s Exxon Mobil XOM Stock Holding History

ORG Wealth Partners’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.56M Sell
50,894
-3,951
-7% -$432K 1.33% 10
2025
Q1 		$6.53M Buy
54,845
+21,651
+65% +$2.58M 2.01% 6
2024
Q4 		$3.57M Sell
33,194
-2,903
-8% -$312K 1.1% 10
2024
Q3 		$4.23M Buy
+36,097
New +$4.23M 1.41% 8