CAP Partners LLC’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
$391K Sell
3,622
-11
-0.3% -$1.19K 0.25% 89
2025
Q1
$432K Sell
3,633
-1,215
-25% -$144K 0.31% 78
2024
Q4
$521K Buy
4,848
+6
+0.1% +$645 0.37% 69
2024
Q3
$568K Sell
4,842
-102
-2% -$12K 0.42% 59
2024
Q2
$569K Buy
4,944
+855
+21% +$98.4K 0.46% 58
2024
Q1
$475K Sell
4,089
-112
-3% -$13K 0.42% 61
2023
Q4
$420K Buy
+4,201
New +$420K 0.42% 57