Coerente Capital Management’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
$1.1M Sell
10,158
-50
-0.5% -$5.39K 0.2% 26
2025
Q1
$1.21M Sell
10,208
-75
-0.7% -$8.92K 0.24% 25
2024
Q4
$1.11M Sell
10,283
-15
-0.1% -$1.61K 0.21% 26
2024
Q3
$1.21M Sell
10,298
-315
-3% -$36.9K 0.23% 26
2024
Q2
$1.22M Sell
10,613
-2,135
-17% -$246K 0.24% 26
2024
Q1
$1.48M Buy
12,748
+2,946
+30% +$342K 0.28% 26
2023
Q4
$980K Buy
9,802
+1,550
+19% +$155K 0.2% 26
2023
Q3
$970K Sell
8,252
-150
-2% -$17.6K 0.22% 26
2023
Q2
$901K Sell
8,402
-375
-4% -$40.2K 0.19% 26
2023
Q1
$962K Sell
8,777
-575
-6% -$63.1K 0.22% 26
2022
Q4
$1.03M Buy
9,352
+750
+9% +$82.7K 0.23% 27
2022
Q3
$751K Sell
8,602
-290
-3% -$25.3K 0.18% 27
2022
Q2
$761K Sell
8,892
-470
-5% -$40.2K 0.17% 27
2022
Q1
$773K Sell
9,362
-1,142
-11% -$94.3K 0.15% 28
2021
Q4
$642K Sell
10,504
-100
-0.9% -$6.11K 0.12% 30
2021
Q3
$623K Sell
10,604
-500
-5% -$29.4K 0.13% 31
2021
Q2
$700K Sell
11,104
-1,634
-13% -$103K 0.15% 30
2021
Q1
$711K Buy
+12,738
New +$711K 0.16% 31