Cora Capital 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
$955K Buy
8,856
+288
+3% +$31K 0.43% 39
2025
Q1
$1.02M Sell
8,568
-29
-0.3% -$3.45K 0.49% 34
2024
Q4
$925K Sell
8,597
-155
-2% -$16.7K 0.45% 40
2024
Q3
$1.03M Sell
8,752
-71
-0.8% -$8.32K 0.51% 36
2024
Q2
$1.02M Buy
8,823
+131
+2% +$15.1K 0.52% 37
2024
Q1
$1.01M Hold
8,692
0.54% 36
2023
Q4
$869K Sell
8,692
-12
-0.1% -$1.2K 0.51% 38
2023
Q3
$1.02M Buy
8,704
+3,431
+65% +$403K 0.69% 30
2023
Q2
$566K Buy
5,273
+118
+2% +$12.7K 0.38% 50
2023
Q1
$565K Buy
5,155
+193
+4% +$21.2K 0.42% 43
2022
Q4
$547K Buy
+4,962
New +$547K 0.38% 42