Vantage Financial Partners (Wisconsin)’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
$314K Sell
2,909
-76
-3% -$8.19K 0.07% 145
2025
Q1
$355K Buy
+2,985
New +$355K 0.09% 127