Charter Oak Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.67M | Buy |
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|
2025
Q2 | $1.59M | Sell |
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|
2025
Q1 | $2.28M | Sell |
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|
2024
Q4 | $2.1M | Sell |
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|
2024
Q3 | $2.38M | Buy |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $1.8M | Buy |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $941K | Buy |
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|
2021
Q3 | $861K | Buy |
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|
2021
Q2 | $810K | Sell |
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|
2021
Q1 | $737K | Sell |
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|
2020
Q4 | $566K | Buy |
|