Voisard Asset Management Group’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
$572K Buy
5,307
+658
+14% +$70.9K 0.15% 52
2025
Q1
$553K Hold
4,649
0.16% 47
2024
Q4
$500K Buy
4,649
+15
+0.3% +$1.61K 0.17% 49
2024
Q3
$543K Buy
4,634
+147
+3% +$17.2K 0.23% 44
2024
Q2
$517K Buy
4,487
+2,590
+137% +$298K 0.25% 28
2024
Q1
$221K Hold
1,897
0.12% 49
2023
Q4
$190K Buy
+1,897
New +$190K 0.11% 49