SWP
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Sagespring Wealth Partners’s Exxon Mobil XOM Stock Holding History

Sagespring Wealth Partners’s Portfolio XOM Stock Details XOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.45M Buy
59,830
+3,482
+6% +$375K 0.14% 85
2025
Q1 		$6.7M Buy
56,348
+10,468
+23% +$1.24M 0.17% 70
2024
Q4 		$4.94M Buy
+45,880
New +$4.94M 0.13% 80