Sage Investment Counsel’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
$864K Buy
8,017
+1
+0% +$108 1% 30
2025
Q1
$953K Sell
8,016
-1,552
-16% -$185K 1.21% 23
2024
Q4
$1.03M Buy
+9,568
New +$1.03M 1.34% 17