TSA 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
$305K Buy
2,826
+833
+42% +$89.8K 0.11% 68
2025
Q1
$237K Sell
1,993
-195
-9% -$23.2K 0.09% 68
2024
Q4
$235K Buy
2,188
+121
+6% +$13K 0.1% 58
2024
Q3
$242K Buy
2,067
+210
+11% +$24.6K 0.1% 58
2024
Q2
$214K Buy
+1,857
New +$214K 0.09% 58