Carmel Capital Partners’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 | $435K | Sell |
4,038
-2,049
| -34% | -$221K | 0.15% | 96 |
|
|
2025
Q1 | $724K | Buy |
6,087
+30
| +0.5% | +$3.57K | 0.28% | 74 |
|
|
2024
Q4 | $652K | Sell |
6,057
-47
| -0.8% | -$5.06K | 0.26% | 71 |
|
|
2024
Q3 | $716K | Sell |
6,104
-2,650
| -30% | -$311K | 0.28% | 73 |
|
|
2024
Q2 | $1.01M | Sell |
8,754
-42
| -0.5% | -$4.84K | 0.43% | 53 |
|
|
2024
Q1 | $1.02M | Buy |
8,796
+86
| +1% | +$10K | 0.42% | 48 |
|
|
2023
Q4 | $871K | Sell |
8,710
-1,054
| -11% | -$105K | 0.44% | 51 |
|
|
2023
Q3 | $1.15M | Buy |
9,764
+447
| +5% | +$52.6K | 0.52% | 37 |
|
|
2023
Q2 | $999K | Buy |
9,317
+121
| +1% | +$13K | 0.51% | 43 |
|
|
2023
Q1 | $1.01M | Sell |
9,196
-128
| -1% | -$14K | 0.6% | 37 |
|
|
2022
Q4 | $1.03M | Sell |
9,324
-497
| -5% | -$54.8K | 0.71% | 27 |
|
|
2022
Q3 | $857K | Buy |
9,821
+399
| +4% | +$34.8K | 0.83% | 34 |
|
|
2022
Q2 | $807K | Sell |
9,422
-135
| -1% | -$11.6K | 0.75% | 43 |
|
|
2022
Q1 | $789K | Buy |
9,557
+143
| +2% | +$11.8K | 0.66% | 45 |
|
|
2021
Q4 | $576K | Buy |
+9,414
| New | +$576K | 0.43% | 58 |
|