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 |
|