Canopy Partners’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 | $550K | Sell |
5,104
-192
| -4% | -$20.7K | 0.2% | 97 |
|
|
2025
Q1 | $630K | Buy |
5,296
+49
| +0.9% | +$5.83K | 0.25% | 85 |
|
|
2024
Q4 | $564K | Sell |
5,247
-223
| -4% | -$24K | 0.22% | 93 |
|
|
2024
Q3 | $641K | Sell |
5,470
-15
| -0.3% | -$1.76K | 0.28% | 79 |
|
|
2024
Q2 | $631K | Buy |
5,485
+1,020
| +23% | +$117K | 0.29% | 80 |
|
|
2024
Q1 | $519K | Buy |
4,465
+1,615
| +57% | +$188K | 0.25% | 87 |
|
|
2023
Q4 | $285K | Buy |
+2,850
| New | +$285K | 0.17% | 117 |
|