Crane Advisory’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
$294K Sell
2,545
-160
-6% -$18.5K 0.05% 40
2025
Q1
$279K Sell
2,705
-40
-1% -$4.13K 0.05% 36
2024
Q4
$296K Buy
2,745
+270
+11% +$29.1K 0.05% 36
2024
Q3
$302K Hold
2,475
0.05% 34
2024
Q2
$281K Buy
+2,475
New +$281K 0.05% 35