Whalen Wealth 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	–	Sell	-4,531	Closed	-$539K	–	232
2025 Q1	$539K	Buy	+4,531	New	+$539K	0.36%	57
2024 Q4	–	Sell	-3,533	Closed	-$414K	–	180
2024 Q3	$414K	Buy	+3,533	New	+$414K	0.29%	78