Phillips Wealth Planners’s Exxon Mobil XOM Stock Holding History

Phillips Wealth Planners’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Buy
2025 Q1	$871K	Buy
2024 Q4	$726K	Buy
2024 Q3	$798K	Sell
2024 Q2	$759K	Buy
2024 Q1	$712K	Buy
2023 Q4	$553K	Sell
2023 Q3	$655K	Buy
2023 Q2	$615K	Buy
2023 Q1	$644K	Buy
2022 Q4	$633K	Buy