CAMV
Concord Asset Management (Virginia)’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.98M | Buy |
36,923
+4,243
| +13% | +$457K | 0.6% | 34 |
|
2025
Q1 | $3.51M | Sell |
32,680
-10,003
| -23% | -$1.07M | 0.77% | 32 |
|
2024
Q4 | $4.59M | Buy |
42,683
+3,949
| +10% | +$425K | 1.01% | 24 |
|
2024
Q3 | $4.54M | Buy |
38,734
+3,427
| +10% | +$402K | 1.03% | 26 |
|
2024
Q2 | $4.06M | Buy |
35,307
+1,525
| +5% | +$176K | 1.01% | 26 |
|
2024
Q1 | $3.93M | Buy |
33,782
+4,826
| +17% | +$561K | 1.03% | 25 |
|
2023
Q4 | $2.89M | Buy |
28,956
+10,886
| +60% | +$1.09M | 0.85% | 29 |
|
2023
Q3 | $2.12M | Sell |
18,070
-1,175
| -6% | -$138K | 0.71% | 26 |
|
2023
Q2 | $2.06M | Buy |
19,245
+3,470
| +22% | +$372K | 0.73% | 27 |
|
2023
Q1 | $1.73M | Buy |
15,775
+12,562
| +391% | +$1.38M | 0.71% | 26 |
|
2022
Q4 | $354K | Sell |
3,213
-50
| -2% | -$5.52K | 0.24% | 38 |
|
2022
Q3 | $285K | Hold |
3,263
| – | – | 0.22% | 38 |
|
2022
Q2 | $279K | Hold |
3,263
| – | – | 0.2% | 42 |
|
2022
Q1 | $269K | Buy |
+3,263
| New | +$269K | 0.18% | 42 |
|