Cordatus Wealth Management’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
$820K Sell
7,606
-145
-2% -$15.6K 0.2% 86
2025
Q1
$922K Buy
7,751
+313
+4% +$37.2K 0.25% 78
2024
Q4
$800K Buy
7,438
+341
+5% +$36.7K 0.21% 82
2024
Q3
$832K Buy
7,097
+1,620
+30% +$190K 0.3% 62
2024
Q2
$630K Buy
5,477
+78
+1% +$8.97K 0.24% 72
2024
Q1
$627K Buy
5,399
+63
+1% +$7.32K 0.45% 37
2023
Q4
$533K Sell
5,336
-125
-2% -$12.5K 0.44% 35
2023
Q3
$642K Sell
5,461
-132
-2% -$15.5K 0.59% 32
2023
Q2
$600K Buy
+5,593
New +$600K 0.23% 79
2020
Q1
Sell
-11,070
Closed -$772K 147
2019
Q4
$772K Buy
11,070
+2,414
+28% +$168K 0.38% 92
2019
Q3
$611K Buy
8,656
+1,190
+16% +$84K 0.32% 96
2019
Q2
$572K Buy
7,466
+296
+4% +$22.7K 0.33% 90
2019
Q1
$579K Buy
7,170
+958
+15% +$77.4K 0.32% 96
2018
Q4
$424K Buy
+6,212
New +$424K 0.3% 83