Caldwell Sutter Capital’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 | $1.51M | Sell |
13,980
-1,317
| -9% | -$142K | 0.69% | 35 |
|
|
2025
Q1 | $1.82M | Sell |
15,297
-312
| -2% | -$37.1K | 0.87% | 28 |
|
|
2024
Q4 | $1.68M | Buy |
15,609
+61
| +0.4% | +$6.56K | 0.78% | 35 |
|
|
2024
Q3 | $1.82M | Sell |
15,548
-112
| -0.7% | -$13.1K | 0.85% | 29 |
|
|
2024
Q2 | $1.8M | Sell |
15,660
-351
| -2% | -$40.4K | 0.89% | 21 |
|
|
2024
Q1 | $1.86M | Sell |
16,011
-267
| -2% | -$31K | 0.9% | 20 |
|
|
2023
Q4 | $1.63M | Sell |
16,278
-888
| -5% | -$88.8K | 0.83% | 25 |
|
|
2023
Q3 | $2.02M | Sell |
17,166
-106
| -0.6% | -$12.5K | 1.12% | 14 |
|
|
2023
Q2 | $1.85M | Buy |
17,272
+10,437
| +153% | +$1.12M | 0.97% | 20 |
|
|
2023
Q1 | $750K | Buy |
6,835
+5,565
| +438% | +$610K | 0.55% | 47 |
|
|
2022
Q4 | $140K | Buy |
+1,270
| New | +$140K | 0.12% | 129 |
|