Portland Financial Advisors’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
$411K Hold
3,817
0.99% 38
2025
Q1
$454K Hold
3,817
1.16% 30
2024
Q4
$411K Buy
+3,817
New +$411K 1.1% 33