TruWealth Advisors’s Exxon Mobil XOM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.3M	Buy	21,364 +907	+4%	+$97.8K	0.13%	75
2025 Q1	$2.43M	Sell	20,457 -1,747	-8%	-$208K	0.15%	69
2024 Q4	$2.39M	Sell	22,204 -913	-4%	-$98.2K	0.14%	68
2024 Q3	$2.71M	Sell	23,117 -1,436	-6%	-$168K	0.17%	64
2024 Q2	$2.83M	Sell	24,553 -1,298	-5%	-$149K	0.19%	61
2024 Q1	$3M	Buy	25,851 +143	+0.6%	+$16.6K	0.21%	61
2023 Q4	$2.57M	Sell	25,708 -3,377	-12%	-$338K	0.2%	53
2023 Q3	$3.42M	Sell	29,085 -1,362	-4%	-$160K	0.29%	54
2023 Q2	$3.27M	Sell	30,447 -2,168	-7%	-$233K	0.28%	57
2023 Q1	$3.58M	Sell	32,615 -613	-2%	-$67.2K	0.33%	55
2022 Q4	$3.67M	Buy	33,228 +367	+1%	+$40.5K	0.36%	53
2022 Q3	$2.87M	Buy	32,861 +6	+0%	+$524	0.3%	55
2022 Q2	$2.81M	Sell	32,855 -1,568	-5%	-$134K	0.3%	52
2022 Q1	$2.84M	Buy	34,423 +587	+2%	+$48.5K	0.3%	49
2021 Q4	$2.07M	Sell	33,836 -1,568	-4%	-$95.9K	0.21%	51
2021 Q3	$2.08M	Sell	35,404 -152	-0.4%	-$8.94K	0.23%	47
2021 Q2	$2.24M	Buy	35,556 +222	+0.6%	+$14K	0.26%	45
2021 Q1	$1.97M	Sell	35,334 -4,262	-11%	-$238K	0.27%	39
2020 Q4	$1.63M	Buy	+39,596	New	+$1.63M	0.24%	40