Ceera Investments’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 | – | Sell |
-2,739
| Closed | -$326K | – | 116 |
|
|
2025
Q1 | $326K | Sell |
2,739
-173
| -6% | -$20.6K | 0.11% | 76 |
|
|
2024
Q4 | $313K | Sell |
2,912
-120
| -4% | -$12.9K | 0.11% | 79 |
|
|
2024
Q3 | $355K | Buy |
3,032
+157
| +5% | +$18.4K | 0.13% | 77 |
|
|
2024
Q2 | $331K | Sell |
2,875
-218
| -7% | -$25.1K | 0.14% | 74 |
|
|
2024
Q1 | $360K | Hold |
3,093
| – | – | 0.16% | 66 |
|
|
2023
Q4 | $309K | Hold |
3,093
| – | – | 0.15% | 66 |
|
|
2023
Q3 | $364K | Hold |
3,093
| – | – | 0.2% | 61 |
|
|
2023
Q2 | $332K | Hold |
3,093
| – | – | 0.19% | 58 |
|
|
2023
Q1 | $339K | Sell |
3,093
-55
| -2% | -$6.03K | 0.22% | 58 |
|
|
2022
Q4 | $347K | Sell |
3,148
-25
| -0.8% | -$2.76K | 0.22% | 62 |
|
|
2022
Q3 | $277K | Sell |
3,173
-1,746
| -35% | -$152K | 0.18% | 58 |
|
|
2022
Q2 | $421K | Sell |
4,919
-80
| -2% | -$6.85K | 0.24% | 55 |
|
|
2022
Q1 | $413K | Sell |
4,999
-8
| -0.2% | -$661 | 0.21% | 55 |
|
|
2021
Q4 | $306K | Hold |
5,007
| – | – | 0.16% | 56 |
|
|
2021
Q3 | $295K | Hold |
5,007
| – | – | 0.16% | 55 |
|
|
2021
Q2 | $316K | Sell |
5,007
-625
| -11% | -$39.4K | 0.24% | 50 |
|
|
2021
Q1 | $314K | Buy |
+5,632
| New | +$314K | 0.26% | 50 |
|