Coppell Advisory Solutions’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
$1.39M Buy
12,747
+457
+4% +$50K 0.17% 133
2025
Q1
$1.33M Sell
12,290
-1,171
-9% -$127K 0.18% 124
2024
Q4
$1.43M Sell
13,461
-864
-6% -$92K 0.2% 105
2024
Q3
$1.66M Sell
14,325
-2,400
-14% -$278K 0.24% 87
2024
Q2
$1.93M Buy
+16,725
New +$1.93M 0.32% 70
2023
Q4
$1.86M Buy
18,572
+14,576
+365% +$1.46M 0.37% 64
2023
Q3
$441K Sell
3,996
-2,498
-38% -$276K 0.15% 116
2023
Q2
$693K Buy
6,494
+912
+16% +$97.3K 0.2% 106
2023
Q1
$611K Buy
5,582
+1,586
+40% +$174K 0.2% 114
2022
Q4
$441K Buy
+3,996
New +$441K 0.15% 119