Clear Rock Advisors’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$1.85M Buy
16,051
+8,500
+113% +$979K 0.79% 43
2024
Q1
$878K Buy
7,551
+3,000
+66% +$349K 0.38% 45
2023
Q4
$463K Buy
+4,551
New +$463K 0.21% 52