Caerus Investment Advisors’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 | $232K | Hold |
2,148
| – | – | 0.22% | 30 |
|
|
2025
Q1 | $255K | Buy |
2,148
+92
| +4% | +$10.9K | 0.25% | 28 |
|
|
2024
Q4 | $221K | Hold |
2,056
| – | – | 0.21% | 29 |
|
|
2024
Q3 | $241K | Hold |
2,056
| – | – | 0.23% | 27 |
|
|
2024
Q2 | $237K | Buy |
2,056
+93
| +5% | +$10.7K | 0.23% | 28 |
|
|
2024
Q1 | $228K | Buy |
+1,963
| New | +$228K | 0.22% | 31 |
|
|
2023
Q3 | – | Sell |
-2,872
| Closed | -$308K | – | 38 |
|
|
2023
Q2 | $308K | Buy |
+2,872
| New | +$308K | 0.35% | 28 |
|
|
2022
Q4 | – | Sell |
-2,472
| Closed | -$216K | – | 61 |
|
|
2022
Q3 | $216K | Sell |
2,472
-1,400
| -36% | -$122K | 0.27% | 51 |
|
|
2022
Q2 | $332K | Hold |
3,872
| – | – | 0.4% | 45 |
|
|
2022
Q1 | $327K | Buy |
+3,872
| New | +$327K | 0.4% | 41 |
|