Calton & Associates’s Exxon Mobil XOM Stock Holding History

Calton & Associates’s Portfolio XOM Stock Details XOM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.31M	Buy	21,444 +7,385	+53%	+$796K	0.4%	56
2025 Q1	$1.67M	Buy	14,059 +7,197	+105%	+$856K	0.38%	55
2024 Q4	$738K	Sell	6,862 -4,146	-38%	-$446K	0.33%	77
2024 Q3	$1.29M	Buy	11,008 +4,070	+59%	+$477K	0.49%	50
2024 Q2	$799K	Sell	6,938 -7,228	-51%	-$832K	0.4%	66
2024 Q1	$1.65M	Sell	14,166 -7,198	-34%	-$837K	0.8%	28
2023 Q4	$2.14M	Sell	21,364 -4,349	-17%	-$435K	0.86%	27
2023 Q3	$3.02M	Buy	25,713 +6,708	+35%	+$789K	4.42%	5
2023 Q2	$2.04M	Sell	19,005 -1,843	-9%	-$198K	0.95%	25
2023 Q1	$2.29M	Sell	20,848 -323	-2%	-$35.4K	1.06%	23
2022 Q4	$2.34M	Buy	21,171 +341	+2%	+$37.6K	0.9%	24
2022 Q3	$1.82M	Sell	20,830 -567	-3%	-$49.5K	1.04%	25
2022 Q2	$1.83M	Sell	21,397 -8,474	-28%	-$726K	1.02%	24
2022 Q1	$2.06M	Buy	29,871 +376	+1%	+$25.9K	0.61%	37
2021 Q4	$1.5M	Sell	29,495 -1,187	-4%	-$60.5K	0.4%	59
2021 Q3	$1.52M	Sell	30,682 -2,265	-7%	-$112K	0.33%	77
2021 Q2	$2.08M	Buy	32,947 +4,508	+16%	+$284K	0.4%	56
2021 Q1	$1.31M	Sell	28,439 -3,648	-11%	-$169K	0.26%	77
2020 Q4	$1.32M	Buy	32,087 +4,903	+18%	+$202K	0.24%	81
2020 Q3	$767K	Buy	27,184 +5,985	+28%	+$169K	0.16%	116
2020 Q2	$948K	Sell	21,199 -86	-0.4%	-$3.85K	0.21%	88
2020 Q1	$808K	Sell	21,285 -1,886	-8%	-$71.6K	0.2%	96
2019 Q4	$1.62M	Buy	23,171 +5,773	+33%	+$403K	0.32%	62
2019 Q3	$1.23M	Sell	17,398 -4,992	-22%	-$353K	0.27%	70
2019 Q2	$1.72M	Sell	22,390 -2,235	-9%	-$171K	0.48%	38
2019 Q1	$1.99M	Buy	24,625 +3,305	+16%	+$267K	0.61%	29
2018 Q4	$1.45M	Buy	21,320 +4,445	+26%	+$303K	0.53%	37
2018 Q3	$1.44M	Buy	16,875 +749	+5%	+$63.7K	0.42%	39
2018 Q2	$1.3M	Sell	16,126 -8,047	-33%	-$650K	0.38%	45
2018 Q1	$1.8M	Buy	24,173 +8,164	+51%	+$609K	0.52%	34
2017 Q4	$1.41M	Buy	+16,009	New	+$1.41M	0.36%	45