COWA LLC’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 | $891K | Buy |
8,273
+841
| +11% | +$90.6K | 0.34% | 57 |
|
|
2025
Q1 | $884K | Sell |
7,432
-726
| -9% | -$86.3K | 0.38% | 54 |
|
|
2024
Q4 | $878K | Buy |
8,158
+649
| +9% | +$69.8K | 0.4% | 53 |
|
|
2024
Q3 | $880K | Sell |
7,509
-650
| -8% | -$76.2K | 0.42% | 51 |
|
|
2024
Q2 | $939K | Buy |
8,159
+1,564
| +24% | +$180K | 0.5% | 40 |
|
|
2024
Q1 | $767K | Sell |
6,595
-90
| -1% | -$10.5K | 0.45% | 49 |
|
|
2023
Q4 | $668K | Sell |
6,685
-250
| -4% | -$25K | 0.42% | 47 |
|
|
2023
Q3 | $815K | Sell |
6,935
-650
| -9% | -$76.4K | 0.55% | 36 |
|
|
2023
Q2 | $813K | Buy |
7,585
+965
| +15% | +$103K | 0.54% | 37 |
|
|
2023
Q1 | $726K | Hold |
6,620
| – | – | 0.59% | 41 |
|
|
2022
Q4 | $882K | Hold |
6,620
| – | – | 0.55% | 38 |
|
|
2022
Q3 | $578K | Buy |
6,620
+1,490
| +29% | +$130K | 0.38% | 58 |
|
|
2022
Q2 | $439K | Sell |
5,130
-500
| -9% | -$42.8K | 0.25% | 80 |
|
|
2022
Q1 | $465K | Sell |
5,630
-160
| -3% | -$13.2K | 0.23% | 78 |
|
|
2021
Q4 | $354K | Hold |
5,790
| – | – | 0.18% | 89 |
|
|
2021
Q3 | $341K | Hold |
5,790
| – | – | 0.2% | 89 |
|
|
2021
Q2 | $365K | Buy |
5,790
+1,456
| +34% | +$91.8K | 0.23% | 74 |
|
|
2021
Q1 | $242K | Buy |
4,334
+270
| +7% | +$15.1K | 0.15% | 104 |
|
|
2020
Q4 | $197K | Buy |
+4,064
| New | +$197K | 0.15% | 104 |
|