Clune & Associates’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
$1.25M Sell
11,572
-60
-0.5% -$6.47K 0.34% 69
2025
Q1
$1.38M Sell
11,632
-98
-0.8% -$11.7K 0.42% 64
2024
Q4
$1.26M Buy
+11,730
New +$1.26M 0.42% 64