Partners 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
$1.46M Hold
12,278
1.66% 13
2025
Q1
$1.46M Buy
12,278
+41
+0.3% +$4.88K 1.66% 13
2024
Q4
$1.32M Buy
+12,237
New +$1.32M 1.5% 19