Crescent Sterling’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
$1.89M Sell
17,508
-5,055
-22% -$545K 2.11% 16
2025
Q1
$2.68M Buy
22,563
+6
+0% +$714 2.75% 13
2024
Q4
$2.43M Sell
22,557
-3,215
-12% -$346K 2.49% 12
2024
Q3
$3.02M Sell
25,772
-317
-1% -$37.2K 2.88% 11
2024
Q2
$3M Buy
26,089
+441
+2% +$50.8K 2.88% 10
2024
Q1
$2.98M Buy
25,648
+3,744
+17% +$435K 2.72% 13
2023
Q4
$2.19M Sell
21,904
-303
-1% -$30.3K 2.18% 17
2023
Q3
$2.61M Sell
22,207
-5,458
-20% -$642K 2.76% 14
2023
Q2
$2.97M Buy
27,665
+959
+4% +$103K 2.82% 12
2023
Q1
$2.93M Buy
26,706
+6,849
+34% +$751K 2.85% 12
2022
Q4
$2.19M Buy
+19,857
New +$2.19M 2.35% 16