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Spurstone Advisory Services’s Exxon Mobil XOM Stock Holding History

Spurstone Advisory Services’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$397K Buy
3,680
+282
+8% +$30.4K 6.01% 3
2025
Q1 		$404K Hold
3,398
– – 7.86% 2
2024
Q4 		$366K Buy
+3,398
New +$366K 6.96% 3