Synergy Investment 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	–	Sell	-442	Closed	-$52.5K	–	586
2025 Q1	$52.5K	Buy	442 +2	+0.5%	+$238	0.02%	231
2024 Q4	$47.2K	Buy	+440	New	+$47.2K	0.02%	249