Verum Partners’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
$372K Sell
3,450
-384
-10% -$41.4K 0.09% 120
2025
Q1
$456K Buy
3,834
+1,071
+39% +$127K 0.12% 90
2024
Q4
$297K Buy
2,763
+518
+23% +$55.7K 0.09% 123
2024
Q3
$263K Sell
2,245
-129
-5% -$15.1K 0.08% 137
2024
Q2
$273K Buy
2,374
+134
+6% +$15.4K 0.09% 123
2024
Q1
$260K Sell
2,240
-14
-0.6% -$1.63K 0.09% 129
2023
Q4
$225K Sell
2,254
-243
-10% -$24.3K 0.09% 126
2023
Q3
$294K Buy
2,497
+26
+1% +$3.06K 0.13% 105
2023
Q2
$265K Sell
2,471
-17
-0.7% -$1.82K 0.24% 73
2023
Q1
$273K Sell
2,488
-2,476
-50% -$271K 0.29% 53
2022
Q4
$548K Buy
+4,964
New +$548K 0.67% 39