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Retirement Planning Group (New York)’s Exxon Mobil XOM Stock Holding History

Retirement Planning Group (New York)’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 		$1.22M Sell
11,357
-62
-0.5% -$6.68K 1.08% 25
2025
Q1 		$1.36M Buy
11,419
+83
+0.7% +$9.87K 1.38% 22
2024
Q4 		$1.22M Buy
+11,336
New +$1.22M 1.34% 24