Osprey Private Wealth’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
$482K Hold
4,300
0.26% 41
2025
Q1
$511K Buy
4,300
+1,200
+39% +$143K 0.3% 39
2024
Q4
$333K Hold
3,100
0.23% 40
2024
Q3
$363K Buy
+3,100
New +$363K 0.25% 40