Castleview 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 | $509K | Buy |
4,720
+139
| +3% | +$15K | 0.33% | 73 |
|
|
2025
Q1 | $545K | Sell |
4,581
-550
| -11% | -$65.4K | 0.37% | 71 |
|
|
2024
Q4 | $551K | Buy |
5,131
+411
| +9% | +$44.1K | 0.3% | 82 |
|
|
2024
Q3 | $553K | Buy |
4,720
+181
| +4% | +$21.2K | 0.32% | 73 |
|
|
2024
Q2 | $523K | Buy |
4,539
+564
| +14% | +$64.9K | 0.3% | 79 |
|
|
2024
Q1 | $462K | Buy |
3,975
+904
| +29% | +$105K | 0.26% | 87 |
|
|
2023
Q4 | $307K | Sell |
3,071
-8
| -0.3% | -$800 | 0.22% | 107 |
|
|
2023
Q3 | $362K | Sell |
3,079
-360
| -10% | -$42.3K | 0.33% | 66 |
|
|
2023
Q2 | $369K | Sell |
3,439
-3,255
| -49% | -$349K | 0.33% | 66 |
|
|
2023
Q1 | $734K | Buy |
6,694
+35
| +0.5% | +$3.84K | 0.65% | 29 |
|
|
2022
Q4 | $734K | Buy |
6,659
+489
| +8% | +$53.9K | 0.72% | 26 |
|
|
2022
Q3 | $539K | Sell |
6,170
-47,970
| -89% | -$4.19M | 0.51% | 40 |
|
|
2022
Q2 | $1.05M | Buy |
54,140
+46,854
| +643% | +$910K | 0.84% | 21 |
|
|
2022
Q1 | $601K | Sell |
7,286
-3,105,561
| -100% | -$256M | 0.37% | 48 |
|
|
2021
Q4 | $50.9K | Buy |
+3,112,847
| New | +$50.9K | 0.41% | 23 |
|
|
2021
Q2 | $3M | Buy |
+47,548
| New | +$3M | 1.31% | 10 |
|
|
2018
Q1 | $2.19M | Buy |
+29,309
| New | +$2.19M | 1.81% | 15 |
|