Wernau 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
$582K Buy
5,398
+25
+0.5% +$2.7K 0.4% 27
2025
Q1
$639K Buy
5,373
+15
+0.3% +$1.78K 0.5% 26
2024
Q4
$576K Buy
+5,358
New +$576K 0.43% 30