U.S. Wealth Group’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
$3.57M Buy
33,160
+9,812
+42% +$1.06M 2.79% 12
2025
Q1
$2.78M Sell
23,348
-411
-2% -$48.9K 2.2% 13
2024
Q4
$2.56M Buy
+23,759
New +$2.56M 1.93% 18