Cladis Investment Advisory’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 | $2.32M | Buy |
21,531
+2,229
| +12% | +$240K | 1.45% | 15 |
|
|
2025
Q1 | $2.3M | Buy |
19,302
+78
| +0.4% | +$9.28K | 1.66% | 14 |
|
|
2024
Q4 | $2.07M | Sell |
19,224
-348
| -2% | -$37.4K | 1.47% | 16 |
|
|
2024
Q3 | $2.29M | Sell |
19,572
-257
| -1% | -$30.1K | 1.59% | 12 |
|
|
2024
Q2 | $2.28M | Buy |
19,829
+3,096
| +19% | +$356K | 1.66% | 11 |
|
|
2024
Q1 | $1.95M | Sell |
16,733
-1,213
| -7% | -$141K | 1.43% | 15 |
|
|
2023
Q4 | $1.79M | Sell |
17,946
-678
| -4% | -$67.8K | 1.41% | 15 |
|
|
2023
Q3 | $2.19M | Buy |
18,624
+1,703
| +10% | +$200K | 1.92% | 10 |
|
|
2023
Q2 | $1.81M | Buy |
16,921
+1,102
| +7% | +$118K | 1.58% | 14 |
|
|
2023
Q1 | $1.73M | Buy |
15,819
+362
| +2% | +$39.7K | 1.56% | 14 |
|
|
2022
Q4 | $1.7M | Sell |
15,457
-647
| -4% | -$71.4K | 1.7% | 13 |
|
|
2022
Q3 | $1.41M | Sell |
16,104
-658
| -4% | -$57.5K | 1.52% | 15 |
|
|
2022
Q2 | $1.44M | Sell |
16,762
-3,097
| -16% | -$265K | 1.43% | 19 |
|
|
2022
Q1 | $1.64M | Sell |
19,859
-97
| -0.5% | -$8.01K | 1.33% | 17 |
|
|
2021
Q4 | $1.22M | Buy |
+19,956
| New | +$1.22M | 0.98% | 30 |
|