Simplicity Wealth’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
$7.62M Buy
70,676
+33,225
+89% +$3.58M 0.32% 73
2025
Q1
$4.45M Buy
37,451
+23,133
+162% +$2.75M 0.35% 61
2024
Q4
$1.54M Sell
14,318
-10,665
-43% -$1.15M 0.32% 55
2024
Q3
$2.93M Sell
24,983
-108,446
-81% -$12.7M 0.27% 83
2024
Q2
$15.4M Buy
133,429
+4,078
+3% +$469K 0.35% 51
2024
Q1
$14M Buy
129,351
+127,203
+5,922% +$13.8M 0.33% 55
2023
Q4
$215K Buy
+2,148
New +$215K 0.08% 167