Cape Investment Advisory’s Exxon Mobil XOM Stock Holding History

Cape Investment Advisory’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$635K	Buy
2025 Q1	$532K	Buy
2024 Q4	$446K	Buy
2024 Q3	$445K	Buy
2024 Q2	$407K	Buy
2024 Q1	$385K	Sell
2023 Q4	$333K	Sell
2023 Q3	$1.01M	Buy
2023 Q2	$327K	Buy
2023 Q1	$321K	Buy