Vestia Personal Wealth 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	$316K	Buy	2,931 +98	+3%	+$10.6K	0.22%	70
2025 Q1	$337K	Sell	2,833 -103	-4%	-$12.3K	0.27%	55
2024 Q4	$316K	Buy	2,936 +182	+7%	+$19.6K	0.26%	59
2024 Q3	$323K	Buy	2,754 +6	+0.2%	+$703	0.3%	49
2024 Q2	$316K	Buy	+2,748	New	+$316K	0.34%	49