Tanager 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
$706K Buy
6,548
+23
+0.4% +$2.48K 0.08% 64
2025
Q1
$776K Buy
6,525
+1,426
+28% +$170K 0.1% 53
2024
Q4
$548K Sell
5,099
-124
-2% -$13.3K 0.07% 63
2024
Q3
$612K Sell
5,223
-4
-0.1% -$469 0.08% 57
2024
Q2
$602K Sell
5,227
-822
-14% -$94.6K 0.09% 52
2024
Q1
$703K Sell
6,049
-242
-4% -$28.1K 0.11% 48
2023
Q4
$629K Sell
6,291
-64
-1% -$6.4K 0.11% 45
2023
Q3
$747K Sell
6,355
-80
-1% -$9.41K 0.16% 39
2023
Q2
$690K Sell
6,435
-89
-1% -$9.55K 0.15% 43
2023
Q1
$715K Buy
6,524
+41
+0.6% +$4.5K 0.17% 41
2022
Q4
$715K Buy
+6,483
New +$715K 0.19% 42