Sard Wealth Management Group’s Exxon Mobil XOM Stock Holding History

Sard Wealth Management Group’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$830K	Buy
2025 Q2	$791K	Buy
2025 Q1	$861K	Sell
2024 Q4	$780K	Sell
2024 Q3	$851K	Sell
2024 Q2	$1.27M	Buy
2024 Q1	$1.28M	Sell
2023 Q4	$1.1M	Buy