Sharp Financial Services’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
$1.52M Sell
14,130
-974
-6% -$105K 0.98% 12
2025
Q1
$1.8M Sell
15,104
-2,646
-15% -$315K 1.38% 8
2024
Q4
$1.91M Sell
17,750
-306
-2% -$32.9K 1.45% 15
2024
Q3
$2.12M Sell
18,056
-910
-5% -$107K 1.63% 15
2024
Q2
$2.18M Buy
18,966
+5,886
+45% +$678K 1.87% 15
2024
Q1
$1.52M Sell
13,080
-971
-7% -$113K 1.41% 15
2023
Q4
$1.4M Buy
+14,051
New +$1.4M 1.52% 16