WWA
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Wingate Wealth Advisors’s Exxon Mobil XOM Stock Holding History

Wingate Wealth 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 		$671K Sell
6,227
-718
-10% -$77.4K 0.6% 53
2025
Q1 		$826K Buy
6,945
+11
+0.2% +$1.31K 0.95% 38
2024
Q4 		$746K Buy
+6,934
New +$746K 0.73% 43