Sterling Wealth Management’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
$1.16M Buy
+10,738
New +$1.16M 0.39% 37
2024
Q4
$1.17M Sell
10,894
-246
-2% -$26.5K 0.43% 35
2024
Q3
$1.31M Buy
11,140
+246
+2% +$28.8K 0.49% 35
2024
Q2
$1.25M Buy
10,894
+181
+2% +$20.8K 0.6% 30
2024
Q1
$1.25M Buy
10,713
+4,643
+76% +$540K 0.62% 27
2023
Q4
$607K Buy
+6,070
New +$607K 0.34% 43