Tandem Financial’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
$428K Buy
3,974
+53
+1% +$5.71K 0.4% 37
2025
Q1
$466K Sell
3,921
-2
-0.1% -$238 0.5% 36
2024
Q4
$422K Buy
+3,923
New +$422K 0.45% 36