Callan 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
Q1 | $1.36M | Buy |
11,422
+971
| +9% | +$115K | 0.1% | 97 |
|
|
2024
Q4 | $1.12M | Sell |
10,451
-634
| -6% | -$68.2K | 0.08% | 100 |
|
|
2024
Q3 | $1.3M | Buy |
11,085
+950
| +9% | +$111K | 0.09% | 101 |
|
|
2024
Q2 | $1.17M | Buy |
10,135
+3,058
| +43% | +$352K | 0.1% | 103 |
|
|
2024
Q1 | $823K | Buy |
7,077
+2,253
| +47% | +$262K | 0.07% | 109 |
|
|
2023
Q4 | $482K | Buy |
4,824
+225
| +5% | +$22.5K | 0.05% | 126 |
|
|
2023
Q3 | $541K | Buy |
4,599
+1,316
| +40% | +$155K | 0.06% | 116 |
|
|
2023
Q2 | $352K | Buy |
3,283
+1,264
| +63% | +$136K | 0.04% | 132 |
|
|
2023
Q1 | $221K | Hold |
2,019
| – | – | 0.03% | 166 |
|
|
2022
Q4 | $223K | Buy |
+2,019
| New | +$223K | 0.03% | 167 |
|