CAM
CPA Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
2,270
| – | – | 0.1% | 75 |
|
|
2025
Q1 | $270K | Hold |
2,270
| – | – | 0.12% | 69 |
|
|
2024
Q4 | $244K | Hold |
2,270
| – | – | 0.11% | 71 |
|
|
2024
Q3 | $266K | Hold |
2,270
| – | – | 0.13% | 69 |
|
|
2024
Q2 | $261K | Hold |
2,270
| – | – | 0.14% | 68 |
|
|
2024
Q1 | $264K | Hold |
2,270
| – | – | 0.15% | 70 |
|
|
2023
Q4 | $227K | Sell |
2,270
-102
| -4% | -$10.2K | 0.14% | 72 |
|
|
2023
Q3 | $279K | Buy |
2,372
+11
| +0.5% | +$1.29K | 0.2% | 61 |
|
|
2023
Q2 | $253K | Sell |
2,361
-26
| -1% | -$2.79K | 0.18% | 60 |
|
|
2023
Q1 | $262K | Sell |
2,387
-53
| -2% | -$5.81K | 0.2% | 56 |
|
|
2022
Q4 | $269K | Buy |
+2,440
| New | +$269K | 0.21% | 55 |
|