CSIA
Carl Stuart Investment Advisor’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
12,209
+355
| +3% | +$38.3K | 0.67% | 7 |
|
|
2025
Q1 | $1.41M | Buy |
11,854
+72
| +0.6% | +$8.56K | 0.8% | 7 |
|
|
2024
Q4 | $1.27M | Buy |
11,782
+74
| +0.6% | +$7.96K | 0.68% | 9 |
|
|
2024
Q3 | $1.37M | Buy |
11,708
+70
| +0.6% | +$8.21K | 0.77% | 7 |
|
|
2024
Q2 | $1.34M | Buy |
11,638
+70
| +0.6% | +$8.06K | 0.84% | 7 |
|
|
2024
Q1 | $1.34M | Sell |
11,568
-4,354
| -27% | -$506K | 0.87% | 7 |
|
|
2023
Q4 | $1.59M | Buy |
15,922
+79
| +0.5% | +$7.9K | 1.07% | 10 |
|
|
2023
Q3 | $1.83M | Buy |
15,843
+64
| +0.4% | +$7.4K | 1.47% | 6 |
|
|
2023
Q2 | $1.69M | Sell |
15,779
-391
| -2% | -$41.9K | 1.3% | 7 |
|
|
2023
Q1 | $94.2K | Buy |
16,170
+66
| +0.4% | +$385 | 0.09% | 36 |
|
|
2022
Q4 | $1.78M | Buy |
16,104
+69
| +0.4% | +$7.61K | 1.64% | 6 |
|
|
2022
Q3 | $1.59M | Buy |
16,035
+73
| +0.5% | +$7.23K | 1.41% | 6 |
|
|
2022
Q2 | $1.37M | Buy |
15,962
+67
| +0.4% | +$5.76K | 1.19% | 7 |
|
|
2022
Q1 | $13.1M | Buy |
15,895
+2,967
| +23% | +$2.45M | 0.95% | 6 |
|
|
2021
Q4 | $791K | Buy |
+12,928
| New | +$791K | 0.57% | 9 |
|