Phillips Financial 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	$255K	Sell	2,368 -127	-5%	-$13.7K	0.02%	169
2025 Q1	$297K	Buy	2,495 +153	+7%	+$18.2K	0.02%	158
2024 Q4	$252K	Buy	2,342 +229	+11%	+$24.6K	0.02%	159
2024 Q3	$248K	Sell	2,113 -199	-9%	-$23.3K	0.02%	167
2024 Q2	$266K	Buy	+2,312	New	+$266K	0.02%	158