Source Financial Advisors’s Exxon Mobil XOM Stock Holding History

Source Financial Advisors’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
2024 Q3	$497K	Sell
2024 Q2	$494K	Buy
2024 Q1	$455K	Buy
2023 Q4	$298K	Buy
2023 Q3	$350K	Sell
2023 Q2	$327K	Sell
2023 Q1	$365K	Buy
2022 Q4	$360K	Buy
2022 Q3	$259K	Buy
2022 Q2	$232K	Buy
2022 Q1	$215K	Buy