XY Planning Network’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
$325K Buy
3,012
+1,079
+56% +$116K 0.11% 139
2025
Q1
$230K Sell
1,933
-404
-17% -$48K 0.15% 97
2024
Q4
$251K Buy
+2,337
New +$251K 0.19% 83