Putney Financial Group’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
$70.1K Sell
650
-115
-15% -$12.4K 0.07% 115
2025
Q1
$91K Sell
765
-248
-24% -$29.5K 0.1% 90
2024
Q4
$109K Buy
+1,013
New +$109K 0.1% 90