Cohen Investment Advisors’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 | $3.72M | Buy |
34,506
+1,392
| +4% | +$150K | 1.94% | 20 |
|
|
2025
Q1 | $3.94M | Buy |
33,114
+1,063
| +3% | +$126K | 2.29% | 12 |
|
|
2024
Q4 | $3.45M | Buy |
32,051
+464
| +1% | +$49.9K | 2.08% | 16 |
|
|
2024
Q3 | $3.7M | Sell |
31,587
-1,751
| -5% | -$205K | 2.26% | 11 |
|
|
2024
Q2 | $3.92M | Buy |
33,338
+425
| +1% | +$50K | 3.15% | 5 |
|
|
2024
Q1 | $3.83M | Buy |
32,913
+327
| +1% | +$38K | 2.48% | 9 |
|
|
2023
Q4 | $3.26M | Sell |
32,586
-752
| -2% | -$75.2K | 2.4% | 10 |
|
|
2023
Q3 | $3.92M | Sell |
33,338
-1,368
| -4% | -$161K | 3.15% | 5 |
|
|
2023
Q2 | $3.72M | Buy |
34,706
+371
| +1% | +$39.8K | 2.99% | 5 |
|
|
2023
Q1 | $3.77M | Sell |
34,335
-1,316
| -4% | -$144K | 2.98% | 5 |
|
|
2022
Q4 | $3.93M | Sell |
35,651
-189
| -0.5% | -$20.8K | 3.28% | 4 |
|
|
2022
Q3 | $3.13M | Buy |
35,840
+50
| +0.1% | +$4.37K | 2.87% | 5 |
|
|
2022
Q2 | $3.07M | Sell |
35,790
-183
| -0.5% | -$15.7K | 2.62% | 7 |
|
|
2022
Q1 | $2.97M | Buy |
35,973
+101
| +0.3% | +$8.34K | 2.21% | 13 |
|
|
2021
Q4 | $2.2M | Buy |
35,872
+1,851
| +5% | +$113K | 1.56% | 31 |
|
|
2021
Q3 | $2M | Buy |
34,021
+631
| +2% | +$37.1K | 1.53% | 37 |
|
|
2021
Q2 | $2.11M | Buy |
33,390
+690
| +2% | +$43.5K | 1.64% | 32 |
|
|
2021
Q1 | $1.85M | Sell |
32,700
-2,154
| -6% | -$122K | 1.51% | 35 |
|
|
2020
Q4 | $1.44M | Buy |
+34,854
| New | +$1.44M | 1.3% | 38 |
|