Rollins Financial 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
$252K Buy
2,342
+2
+0.1% +$216 0.04% 120
2025
Q1
$278K Buy
2,340
+8
+0.3% +$951 0.05% 105
2024
Q4
$251K Buy
2,332
+2
+0.1% +$215 0.04% 113
2024
Q3
$273K Sell
2,330
-424
-15% -$49.7K 0.05% 110
2024
Q2
$317K Buy
+2,754
New +$317K 0.05% 98