CIA
Concurrent Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Buy |
224,315
+21,201
| +10% | +$2.29M | 0.47% | 41 |
|
|
2025
Q1 | $24.2M | Buy |
203,114
+33,170
| +20% | +$3.94M | 0.59% | 29 |
|
|
2024
Q4 | $18.3M | Buy |
169,944
+4,897
| +3% | +$527K | 0.49% | 40 |
|
|
2024
Q3 | $19.3M | Buy |
165,047
+6,911
| +4% | +$810K | 0.57% | 32 |
|
|
2024
Q2 | $18.2M | Buy |
158,136
+46,348
| +41% | +$5.34M | 0.6% | 32 |
|
|
2024
Q1 | $13M | Sell |
111,788
-3,660
| -3% | -$425K | 0.52% | 42 |
|
|
2023
Q4 | $11.5M | Buy |
+115,448
| New | +$11.5M | 0.55% | 42 |
|