Total Wealth Planning & 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	$1.55M	Buy	14,407 +177	+1%	+$19.1K	1.26%	11
2025 Q1	$1.69M	Buy	14,230 +2,329	+20%	+$277K	1.61%	8
2024 Q4	$1.28M	Buy	+11,901	New	+$1.28M	1.16%	18