Catalyst Financial 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 | $3.14M | Sell |
29,144
-1,123
| -4% | -$121K | 0.34% | 32 |
|
|
2025
Q1 | $3.6M | Buy |
30,267
+1,061
| +4% | +$126K | 0.66% | 26 |
|
|
2024
Q4 | $3.14M | Buy |
29,206
+1,259
| +5% | +$135K | 0.59% | 27 |
|
|
2024
Q3 | $3.28M | Buy |
27,947
+726
| +3% | +$85.1K | 0.64% | 25 |
|
|
2024
Q2 | $3.13M | Buy |
27,221
+3,207
| +13% | +$369K | 0.69% | 24 |
|
|
2024
Q1 | $2.85M | Buy |
24,014
+1,316
| +6% | +$156K | 0.73% | 23 |
|
|
2023
Q4 | $2.27M | Sell |
22,698
-38
| -0.2% | -$3.8K | 0.64% | 26 |
|
|
2023
Q3 | $2.67M | Buy |
22,736
+1,886
| +9% | +$222K | 0.86% | 22 |
|
|
2023
Q2 | $2.24M | Buy |
20,850
+695
| +3% | +$74.5K | 0.8% | 22 |
|
|
2023
Q1 | $2.21M | Buy |
20,155
+1,008
| +5% | +$111K | 0.95% | 20 |
|
|
2022
Q4 | $2.11M | Buy |
+19,147
| New | +$2.11M | 1.09% | 17 |
|