Trueblood 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
$1.52M Buy
14,074
+65
+0.5% +$7.01K 0.63% 43
2025
Q1
$1.67M Buy
14,009
+109
+0.8% +$13K 0.77% 30
2024
Q4
$1.5M Sell
13,900
-229
-2% -$24.6K 0.74% 31
2024
Q3
$1.66M Sell
14,129
-1,435
-9% -$168K 0.83% 27
2024
Q2
$1.79M Buy
15,564
+199
+1% +$22.9K 1.01% 17
2024
Q1
$1.79M Sell
15,365
-1,863
-11% -$217K 1.02% 16
2023
Q4
$1.72M Buy
+17,228
New +$1.72M 1.08% 14