CastleKeep Investment Advisors’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 | $1.2M | Sell |
11,120
-269
| -2% | -$29K | 0.59% | 58 |
|
|
2025
Q1 | $1.35M | Buy |
11,389
+1,111
| +11% | +$132K | 0.7% | 44 |
|
|
2024
Q4 | $1.11M | Buy |
10,278
+145
| +1% | +$15.6K | 0.77% | 57 |
|
|
2024
Q3 | $1.19M | Sell |
10,133
-212
| -2% | -$24.9K | 0.81% | 43 |
|
|
2024
Q2 | $1.19M | Sell |
10,345
-29
| -0.3% | -$3.34K | 0.92% | 23 |
|
|
2024
Q1 | $1.21M | Buy |
10,374
+586
| +6% | +$68.1K | 0.87% | 23 |
|
|
2023
Q4 | $979K | Buy |
+9,788
| New | +$979K | 0.7% | 68 |
|