Capital Performance Advisors’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	$749K	Sell	6,950 -548	-7%	-$59.1K	0.15%	75
2025 Q1	$892K	Buy	7,498 +4,835	+182%	+$575K	0.2%	63
2024 Q4	$286K	Sell	2,663 -894	-25%	-$96.2K	0.09%	100
2024 Q3	$417K	Buy	3,557 +1,343	+61%	+$157K	0.13%	60
2024 Q2	$255K	Buy	+2,214	New	+$255K	0.1%	76