Clayton Financial Group’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
Sell
-8,693
Closed -$1.03M 118
2025
Q1
$1.03M Sell
8,693
-543
-6% -$64.6K 0.38% 43
2024
Q4
$994K Buy
9,236
+162
+2% +$17.4K 0.36% 43
2024
Q3
$1.06M Buy
9,074
+693
+8% +$81.2K 0.4% 41
2024
Q2
$974K Hold
8,381
0.42% 40
2024
Q1
$974K Buy
+8,381
New +$974K 0.44% 39