UP Strategic Wealth Investment 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	$588K	Buy	5,450 +973	+22%	+$105K	0.46%	35
2025 Q1	$532K	Buy	+4,477	New	+$532K	0.47%	39
2024 Q4	–	Sell	-2,467	Closed	-$289K	–	88
2024 Q3	$289K	Buy	+2,467	New	+$289K	0.32%	57