CAAM
Cornerstone Advisors Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Buy |
4,855
+2,918
| +151% | +$315K | 0.1% | 82 |
|
|
2025
Q1 | $230K | Buy |
+1,937
| New | +$230K | 0.05% | 118 |
|
|
2024
Q4 | – | Sell |
-1,828
| Closed | -$214K | – | 108 |
|
|
2024
Q3 | $214K | Sell |
1,828
-1,257
| -41% | -$147K | 0.05% | 103 |
|
|
2024
Q2 | $355K | Buy |
3,085
+1,300
| +73% | +$150K | 0.1% | 83 |
|
|
2024
Q1 | $207K | Buy |
+1,785
| New | +$207K | 0.07% | 101 |
|
|
2023
Q4 | – | Sell |
-2,769
| Closed | -$326K | – | 99 |
|
|
2023
Q3 | $326K | Sell |
2,769
-4,033
| -59% | -$474K | 0.13% | 80 |
|
|
2023
Q2 | $730K | Buy |
6,802
+73
| +1% | +$7.83K | 0.32% | 46 |
|
|
2023
Q1 | $738K | Sell |
6,729
-100
| -1% | -$11K | 0.36% | 46 |
|
|
2022
Q4 | $753K | Buy |
6,829
+100
| +1% | +$11K | 0.4% | 46 |
|
|
2022
Q3 | $588K | Sell |
6,729
-4,409
| -40% | -$385K | 0.45% | 37 |
|
|
2022
Q2 | $954K | Buy |
11,138
+4,944
| +80% | +$423K | 0.68% | 29 |
|
|
2022
Q1 | $512K | Hold |
6,194
| – | – | 0.35% | 40 |
|
|
2021
Q4 | $379K | Buy |
+6,194
| New | +$379K | 0.29% | 46 |
|