Cassady Schiller Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.12M | Buy |
10,456
+130
| +1% | +$14K | 0.41% | 42 |
|
|
2024
Q3 | $1.21M | Buy |
10,326
+1,337
| +15% | +$157K | 0.44% | 41 |
|
|
2024
Q2 | $1.03M | Buy |
8,989
+421
| +5% | +$48.5K | 0.42% | 41 |
|
|
2024
Q1 | $996K | Buy |
8,568
+1,528
| +22% | +$178K | 0.44% | 41 |
|
|
2023
Q4 | $704K | Hold |
7,040
| – | – | 0.35% | 46 |
|
|
2023
Q3 | $828K | Sell |
7,040
-464
| -6% | -$54.6K | 0.46% | 43 |
|
|
2023
Q2 | $805K | Sell |
7,504
-400
| -5% | -$42.9K | 0.44% | 44 |
|
|
2023
Q1 | $867K | Buy |
7,904
+600
| +8% | +$65.8K | 0.41% | 43 |
|
|
2022
Q4 | $806K | Sell |
7,304
-1,314
| -15% | -$145K | 0.5% | 43 |
|
|
2022
Q3 | $752K | Buy |
8,618
+537
| +7% | +$46.9K | 0.43% | 44 |
|
|
2022
Q2 | $692K | Buy |
8,081
+49
| +0.6% | +$4.2K | 0.36% | 47 |
|
|
2022
Q1 | $663K | Buy |
8,032
+2,618
| +48% | +$216K | 0.32% | 50 |
|
|
2021
Q4 | $331K | Buy |
+5,414
| New | +$331K | 0.2% | 72 |
|