Cottonwood 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 | $352K | Buy |
3,263
+9
| +0.3% | +$970 | 0.24% | 83 |
|
|
2025
Q1 | $387K | Sell |
3,254
-365
| -10% | -$43.4K | 0.28% | 76 |
|
|
2024
Q4 | $389K | Buy |
3,619
+276
| +8% | +$29.7K | 0.28% | 73 |
|
|
2024
Q3 | $392K | Sell |
3,343
-32
| -0.9% | -$3.75K | 0.29% | 69 |
|
|
2024
Q2 | $374K | Sell |
3,375
-189
| -5% | -$21K | 0.29% | 73 |
|
|
2024
Q1 | $427K | Sell |
3,564
-261
| -7% | -$31.2K | 0.34% | 62 |
|
|
2023
Q4 | $382K | Buy |
3,825
+369
| +11% | +$36.9K | 0.31% | 71 |
|
|
2023
Q3 | $406K | Buy |
3,456
+894
| +35% | +$105K | 0.38% | 64 |
|
|
2023
Q2 | $275K | Buy |
2,562
+676
| +36% | +$72.5K | 0.25% | 77 |
|
|
2023
Q1 | $207K | Hold |
1,886
| – | – | 0.19% | 90 |
|
|
2022
Q4 | $208K | Buy |
+1,886
| New | +$208K | 0.19% | 89 |
|