CCG Wealth Management’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 | $362K | Buy |
3,359
+1,338
| +66% | +$144K | 0.19% | 55 |
|
|
2025
Q1 | $240K | Buy |
+2,021
| New | +$240K | 0.14% | 69 |
|
|
2019
Q4 | – | Sell |
-3,010
| Closed | -$213K | – | 105 |
|
|
2019
Q3 | $213K | Sell |
3,010
-1,374
| -31% | -$97.2K | 0.15% | 75 |
|
|
2019
Q2 | $336K | Hold |
4,384
| – | – | 0.24% | 49 |
|
|
2019
Q1 | $354K | Buy |
+4,384
| New | +$354K | 0.28% | 46 |
|