Sierra Ocean’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
$306K Buy
2,842
+1,040
+58% +$112K 0.22% 49
2025
Q1
$214K Buy
1,802
+540
+43% +$64.2K 0.17% 63
2024
Q4
$136K Buy
+1,262
New +$136K 0.11% 81