Central Valley 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 | $668K | Sell |
6,200
-240
| -4% | -$25.9K | 0.23% | 72 |
|
|
2025
Q1 | $766K | Sell |
6,440
-420
| -6% | -$50K | 0.29% | 65 |
|
|
2024
Q4 | $738K | Buy |
6,860
+384
| +6% | +$41.3K | 0.34% | 60 |
|
|
2024
Q3 | $759K | Buy |
6,476
+44
| +0.7% | +$5.16K | 0.43% | 56 |
|
|
2024
Q2 | $718K | Sell |
6,432
-451
| -7% | -$50.4K | 0.31% | 59 |
|
|
2024
Q1 | $800K | Buy |
6,883
+9
| +0.1% | +$1.05K | 0.41% | 60 |
|
|
2023
Q4 | $687K | Buy |
+6,874
| New | +$687K | 0.4% | 66 |
|