PWA
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Principia Wealth Advisory’s Exxon Mobil XOM Stock Holding History

Principia Wealth Advisory’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$86.8K Buy
805
+6
+0.8% +$647 0.07% 91
2025
Q1 		$84.6K Buy
799
+92
+13% +$9.74K 0.08% 72
2024
Q4 		$76K Buy
+707
New +$76K 0.07% 74