Unified Investment 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
$565K Buy
5,237
+169
+3% +$18.2K 0.61% 64
2025
Q1
$603K Hold
5,068
0.71% 47
2024
Q4
$545K Buy
+5,068
New +$545K 0.62% 59