Strata Wealth Advisors’s Exxon Mobil XOM Stock Holding History

Strata Wealth 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
2025 Q2	$640K	Sell
2025 Q1	$1.48M	Sell
2024 Q4	$1.39M	Sell
2024 Q3	$1.57M	Buy
2024 Q2	$1.47M	Buy
2024 Q1	$1.32M	Buy
2023 Q4	$538K	Sell
2023 Q3	$688K	Buy
2023 Q1	$618K	Buy
2022 Q4	$480K	Buy