Palacios 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
$343K Sell
3,179
-147
-4% -$15.8K 0.28% 52
2025
Q1
$396K Sell
3,326
-155
-4% -$18.4K 0.29% 42
2024
Q4
$385K Buy
+3,481
New +$385K 0.42% 41