Callan Family Office’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 | $8.21M | Buy |
76,155
+43,306
| +132% | +$4.67M | 0.26% | 80 |
|
|
2025
Q1 | $3.91M | Sell |
32,849
-4,496
| -12% | -$535K | 0.29% | 75 |
|
|
2024
Q4 | $4.02M | Buy |
37,345
+27,475
| +278% | +$2.96M | 0.26% | 77 |
|
|
2024
Q3 | $1.16M | Buy |
9,870
+1,850
| +23% | +$217K | 0.19% | 62 |
|
|
2024
Q2 | $923K | Buy |
8,020
+1,264
| +19% | +$146K | 0.18% | 61 |
|
|
2024
Q1 | $785K | Buy |
6,756
+866
| +15% | +$101K | 0.18% | 49 |
|
|
2023
Q4 | $589K | Buy |
5,890
+101
| +2% | +$10.1K | 0.15% | 50 |
|
|
2023
Q3 | $681K | Buy |
5,789
+150
| +3% | +$17.6K | 0.18% | 50 |
|
|
2023
Q2 | $605K | Sell |
5,639
-155
| -3% | -$16.6K | 0.16% | 57 |
|
|
2023
Q1 | $635K | Sell |
5,794
-779
| -12% | -$85.4K | 0.15% | 84 |
|
|
2022
Q4 | $725K | Buy |
+6,573
| New | +$725K | 0.23% | 44 |
|