Wakefield Asset Management’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	$273K	Hold	2,531	–	–	0.08%	196
2025 Q1	$301K	Buy	+2,531	New	+$301K	0.09%	180
2023 Q2	–	Sell	-3,642	Closed	-$399K	–	193
2023 Q1	$399K	Buy	+3,642	New	+$399K	0.17%	139