CD
Chapin Davis’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
4,607
+93
| +2% | +$10K | 0.14% | 137 |
|
|
2025
Q1 | $537K | Sell |
4,514
-71
| -2% | -$8.44K | 0.18% | 120 |
|
|
2024
Q4 | $537K | Hold |
4,585
| – | – | 0.18% | 122 |
|
|
2024
Q3 | $537K | Buy |
4,585
+59
| +1% | +$6.92K | 0.17% | 123 |
|
|
2024
Q2 | $521K | Buy |
4,526
+8
| +0.2% | +$921 | 0.18% | 125 |
|
|
2024
Q1 | $525K | Sell |
4,518
-649
| -13% | -$75.4K | 0.19% | 123 |
|
|
2023
Q4 | $517K | Sell |
5,167
-345
| -6% | -$34.5K | 0.22% | 114 |
|
|
2023
Q3 | $648K | Sell |
5,512
-1,946
| -26% | -$229K | 0.31% | 81 |
|
|
2023
Q2 | $800K | Sell |
7,458
-907
| -11% | -$97.3K | 0.38% | 72 |
|
|
2023
Q1 | $917K | Buy |
8,365
+48
| +0.6% | +$5.26K | 0.47% | 55 |
|
|
2022
Q4 | $917K | Buy |
+8,317
| New | +$917K | 0.53% | 51 |
|