Vawter Financial’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
Sell
-1,932
Closed -$230K 104
2025
Q1
$230K Buy
1,932
+29
+2% +$3.45K 0.13% 89
2024
Q4
$205K Hold
1,903
0.12% 96
2024
Q3
$223K Sell
1,903
-490
-20% -$57.4K 0.14% 85
2024
Q2
$275K Sell
2,393
-40
-2% -$4.61K 0.19% 74
2024
Q1
$283K Buy
2,433
+91
+4% +$10.6K 0.21% 68
2023
Q4
$234K Buy
+2,342
New +$234K 0.18% 72
2023
Q3
Sell
-2,432
Closed -$261K 69
2023
Q2
$261K Hold
2,432
0.23% 59
2023
Q1
$267K Buy
+2,432
New +$267K 0.27% 45