Charter Oak Capital 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 | $1.59M | Sell |
14,722
-4,439
| -23% | -$479K | 0.13% | 55 |
|
|
2025
Q1 | $2.28M | Sell |
19,161
-347
| -2% | -$41.3K | 0.21% | 37 |
|
|
2024
Q4 | $2.1M | Sell |
19,508
-818
| -4% | -$88K | 0.2% | 42 |
|
|
2024
Q3 | $2.38M | Buy |
20,326
+4,816
| +31% | +$565K | 0.22% | 40 |
|
|
2024
Q2 | $1.79M | Buy |
15,510
+61
| +0.4% | +$7.02K | 0.19% | 41 |
|
|
2024
Q1 | $1.8M | Buy |
15,449
+48
| +0.3% | +$5.58K | 0.19% | 42 |
|
|
2023
Q4 | $1.54M | Buy |
15,401
+664
| +5% | +$66.4K | 0.18% | 45 |
|
|
2023
Q3 | $1.73M | Sell |
14,737
-290
| -2% | -$34.1K | 0.23% | 43 |
|
|
2023
Q2 | $1.61M | Buy |
15,027
+383
| +3% | +$41.1K | 0.21% | 49 |
|
|
2023
Q1 | $1.61M | Buy |
14,644
+78
| +0.5% | +$8.55K | 0.22% | 48 |
|
|
2022
Q4 | $1.61M | Buy |
14,566
+2,259
| +18% | +$249K | 0.24% | 45 |
|
|
2022
Q3 | $1.07M | Sell |
12,307
-7,484
| -38% | -$653K | 0.17% | 56 |
|
|
2022
Q2 | $1.7M | Buy |
19,791
+5,351
| +37% | +$458K | 0.23% | 48 |
|
|
2022
Q1 | $1.19M | Sell |
14,440
-945
| -6% | -$78.1K | 0.15% | 64 |
|
|
2021
Q4 | $941K | Buy |
15,385
+740
| +5% | +$45.3K | 0.11% | 82 |
|
|
2021
Q3 | $861K | Buy |
14,645
+1,802
| +14% | +$106K | 0.11% | 80 |
|
|
2021
Q2 | $810K | Sell |
12,843
-351
| -3% | -$22.1K | 0.1% | 82 |
|
|
2021
Q1 | $737K | Sell |
13,194
-537
| -4% | -$30K | 0.1% | 91 |
|
|
2020
Q4 | $566K | Buy |
+13,731
| New | +$566K | 0.09% | 102 |
|