Wheelhouse Advisory Group’s Exxon Mobil XOM Stock Holding History

Wheelhouse Advisory Group’s Portfolio XOM Stock Details XOM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$420K	Sell
2025 Q2	$465K	Sell
2025 Q1	$517K	Buy
2024 Q4	$403K	Buy
2024 Q3	$426K	Buy
2024 Q2	$412K	Sell
2024 Q1	$442K	Sell
2023 Q4	$414K	Buy