Capital Performance Advisors’s Exxon Mobil XOM Stock Holding History

Capital Performance Advisors’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 Q3	$949K	Buy
2025 Q2	$749K	Sell
2025 Q1	$892K	Buy
2024 Q4	$286K	Sell
2024 Q3	$417K	Buy
2024 Q2	$255K	Buy