WealthTrak Capital 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
$162K Sell
1,502
-599
-29% -$64.6K 0.14% 78
2025
Q1
$250K Buy
2,101
+48
+2% +$5.71K 0.22% 65
2024
Q4
$221K Buy
+2,053
New +$221K 0.19% 68