RFG - Bristol Wealth 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	$2.65M	Sell	24,576 -11,244	-31%	-$1.21M	0.82%	32
2025 Q1	$4.26M	Sell	35,820 -293	-0.8%	-$34.8K	1.43%	17
2024 Q4	$3.88M	Buy	+36,113	New	+$3.88M	1.28%	20