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Whipplewood Advisors’s Exxon Mobil XOM Stock Holding History

Whipplewood Advisors’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$247K Sell
2,287
-38
-2% -$4.1K 0.14% 149
2025
Q1 		$271K Sell
2,325
-72
-3% -$8.38K 0.16% 131
2024
Q4 		$258K Buy
+2,397
New +$258K 0.15% 137