Vertex Planning Partners’s Exxon Mobil XOM Stock Holding History

Vertex Planning Partners’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$344K	Sell
2025 Q1	$383K	Buy
2024 Q4	$338K	Buy
2024 Q3	$326K	Buy
2024 Q2	$310K	Buy
2024 Q1	$297K	Sell
2023 Q4	$315K	Buy
2023 Q3	$333K	Buy
2023 Q2	$300K	Buy
2023 Q1	$270K	Sell
2022 Q4	$598K	Buy