Quartz Partners’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
$258K Buy
2,391
+583
+32% +$62.9K 0.12% 149
2025
Q1
$215K Sell
1,808
-953
-35% -$113K 0.13% 135
2024
Q4
$297K Buy
2,761
+525
+23% +$56.5K 0.18% 121
2024
Q3
$262K Buy
+2,236
New +$262K 0.16% 126