Cassia Capital Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.39M | Buy |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $775K | Buy |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | $209K | Sell |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $603K | Hold |
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|
2023
Q2 | $550K | Sell |
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|
2023
Q1 | $804K | Sell |
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|
2022
Q4 | $817K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $261K | Buy |
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|
2022
Q1 | $242K | Buy |
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