Castellan Group’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 | $2.85M | Buy |
26,470
+740
| +3% | +$79.8K | 0.53% | 21 |
|
|
2025
Q1 | $3.06M | Buy |
25,730
+2,940
| +13% | +$350K | 0.86% | 48 |
|
|
2024
Q4 | $2.45M | Sell |
22,790
-295
| -1% | -$31.7K | 1.06% | 39 |
|
|
2024
Q3 | $2.71M | Buy |
23,085
+10,970
| +91% | +$1.29M | 1.14% | 45 |
|
|
2024
Q2 | $1.39M | Sell |
12,115
-1,135
| -9% | -$131K | 0.66% | 47 |
|
|
2024
Q1 | $1.54M | Sell |
13,250
-237
| -2% | -$27.5K | 0.79% | 45 |
|
|
2023
Q4 | $1.35M | Buy |
13,487
+1,930
| +17% | +$193K | 0.84% | 46 |
|
|
2023
Q3 | $1.36M | Sell |
11,557
-957
| -8% | -$113K | 0.95% | 46 |
|
|
2023
Q2 | $1.34M | Buy |
12,514
+1,014
| +9% | +$109K | 0.86% | 47 |
|
|
2023
Q1 | $1.26M | Sell |
11,500
-1,040
| -8% | -$114K | 0.86% | 49 |
|
|
2022
Q4 | $1.38M | Sell |
12,540
-775
| -6% | -$85.5K | 0.96% | 47 |
|
|
2022
Q3 | $1.16M | Sell |
13,315
-90
| -0.7% | -$7.86K | 0.9% | 48 |
|
|
2022
Q2 | $1.15M | Sell |
13,405
-1,427
| -10% | -$122K | 0.91% | 49 |
|
|
2022
Q1 | $1.23M | Sell |
14,832
-10,866
| -42% | -$897K | 0.85% | 55 |
|
|
2021
Q4 | $1.57M | Buy |
25,698
+2,138
| +9% | +$131K | 1.09% | 48 |
|
|
2021
Q3 | $1.39M | Sell |
23,560
-1,072
| -4% | -$63.1K | 0.71% | 64 |
|
|
2021
Q2 | $1.55M | Hold |
24,632
| – | – | 0.65% | 47 |
|
|
2021
Q1 | $1.38M | Sell |
24,632
-6,158
| -20% | -$344K | 0.73% | 46 |
|
|
2020
Q4 | $1.27M | Buy |
+30,790
| New | +$1.27M | 1.37% | 30 |
|