Twin Peaks Wealth Advisors’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	$265K	Buy	2,501 +481	+24%	+$51.1K	0.09%	135
2025 Q1	$208K	Buy	+2,020	New	+$208K	0.09%	136
2024 Q4	–	Sell	-2,079	Closed	-$244K	–	145
2024 Q3	$244K	Buy	+2,079	New	+$244K	0.11%	111