CPL
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Capital & Planning LLC’s Exxon Mobil XOM Stock Holding History

Capital & Planning LLC’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.79M Sell
16,595
-2,373
-13% -$256K 1.21% 21
2025
Q1 		$2.26M Sell
18,968
-392
-2% -$46.6K 1.68% 15
2024
Q4 		$2.08M Buy
+19,360
New +$2.08M 1.52% 17