Significant Wealth Partners’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
$403K Sell
3,740
-13
-0.3% -$1.4K 0.2% 46
2025
Q1
$446K Sell
3,753
-213
-5% -$25.3K 0.23% 38
2024
Q4
$427K Sell
3,966
-2,859
-42% -$308K 0.22% 31
2024
Q3
$800K Buy
6,825
+252
+4% +$29.5K 0.41% 11
2024
Q2
$757K Buy
6,573
+2,807
+75% +$323K 0.43% 9
2024
Q1
$438K Sell
3,766
-1,957
-34% -$227K 0.29% 83
2023
Q4
$572K Buy
+5,723
New +$572K 0.42% 71