Cercano 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 | $498K | Buy |
4,616
+2,336
| +102% | +$252K | 0.01% | 107 |
|
|
2025
Q1 | $271K | Hold |
2,280
| – | – | 0.01% | 126 |
|
|
2024
Q4 | $245K | Hold |
2,280
| – | – | 0.01% | 155 |
|
|
2024
Q3 | $267K | Buy |
+2,280
| New | +$267K | 0.01% | 139 |
|
|
2023
Q2 | – | Sell |
-4,000
| Closed | -$439K | – | 131 |
|
|
2023
Q1 | $439K | Hold |
4,000
| – | – | 0.02% | 92 |
|
|
2022
Q4 | $441K | Buy |
+4,000
| New | +$441K | 0.02% | 88 |
|