Cardiff Park 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
$3.79M Buy
35,129
+92
+0.3% +$9.92K 0.33% 47
2025
Q1
$4.17M Buy
35,037
+1,936
+6% +$230K 0.4% 43
2024
Q4
$3.56M Sell
33,101
-970
-3% -$104K 0.34% 46
2024
Q3
$3.99M Sell
34,071
-309
-0.9% -$36.2K 0.36% 44
2024
Q2
$3.96M Buy
34,380
+8,928
+35% +$1.03M 0.38% 42
2024
Q1
$2.96M Buy
25,452
+95
+0.4% +$11K 0.28% 57
2023
Q4
$2.54M Sell
25,357
-1,869
-7% -$187K 0.28% 54
2023
Q3
$3.2M Buy
27,226
+591
+2% +$69.5K 0.4% 42
2023
Q2
$2.86M Sell
26,635
-405
-1% -$43.4K 0.35% 47
2023
Q1
$2.97M Buy
27,040
+93
+0.3% +$10.2K 0.39% 45
2022
Q4
$2.97M Sell
26,947
-21
-0.1% -$2.32K 0.41% 42
2022
Q3
$2.36M Buy
26,968
+475
+2% +$41.5K 0.37% 47
2022
Q2
$2.27M Buy
26,493
+1,542
+6% +$132K 0.34% 47
2022
Q1
$2.06M Buy
24,951
+458
+2% +$37.8K 0.29% 44
2021
Q4
$1.5M Buy
+24,493
New +$1.5M 0.2% 56