CIA
Cape Investment Advisory’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
5,892
+1,416
| +32% | +$153K | 0.23% | 79 |
|
|
2025
Q1 | $532K | Buy |
4,476
+325
| +8% | +$38.7K | 0.21% | 85 |
|
|
2024
Q4 | $446K | Buy |
4,151
+355
| +9% | +$38.2K | 0.17% | 97 |
|
|
2024
Q3 | $445K | Buy |
3,796
+257
| +7% | +$30.1K | 0.18% | 95 |
|
|
2024
Q2 | $407K | Buy |
3,539
+223
| +7% | +$25.7K | 0.18% | 89 |
|
|
2024
Q1 | $385K | Sell |
3,316
-18
| -0.5% | -$2.09K | 0.18% | 91 |
|
|
2023
Q4 | $333K | Sell |
3,334
-5,274
| -61% | -$527K | 0.16% | 97 |
|
|
2023
Q3 | $1.01M | Buy |
8,608
+5,558
| +182% | +$653K | 0.57% | 37 |
|
|
2023
Q2 | $327K | Buy |
3,050
+122
| +4% | +$13.1K | 0.18% | 92 |
|
|
2023
Q1 | $321K | Buy |
+2,928
| New | +$321K | 0.2% | 87 |
|