Creative Capital Management Investments’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 | $389K | Buy |
3,610
+272
| +8% | +$29.3K | 0.14% | 31 |
|
|
2025
Q1 | $397K | Sell |
3,338
-116
| -3% | -$13.8K | 0.15% | 32 |
|
|
2024
Q4 | $372K | Sell |
3,454
-125
| -3% | -$13.4K | 0.16% | 32 |
|
|
2024
Q3 | $420K | Buy |
3,579
+2,109
| +143% | +$247K | 0.18% | 28 |
|
|
2024
Q2 | $169K | Hold |
1,470
| – | – | 0.08% | 43 |
|
|
2024
Q1 | $171K | Hold |
1,470
| – | – | 0.09% | 44 |
|
|
2023
Q4 | $147K | Hold |
1,470
| – | – | 0.09% | 44 |
|
|
2023
Q3 | $173K | Hold |
1,470
| – | – | 0.12% | 41 |
|
|
2023
Q2 | $158K | Sell |
1,470
-2,956
| -67% | -$317K | 0.11% | 44 |
|
|
2023
Q1 | $485K | Hold |
4,426
| – | – | 0.35% | 23 |
|
|
2022
Q4 | $488K | Buy |
+4,426
| New | +$488K | 0.43% | 22 |
|