Crestmont Private Wealth’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 | $252K | Hold |
2,336
| – | – | 0.09% | 68 |
|
|
2025
Q1 | $278K | Hold |
2,336
| – | – | 0.12% | 58 |
|
|
2024
Q4 | $251K | Buy |
2,336
+1
| +0% | +$108 | 0.11% | 58 |
|
|
2024
Q3 | $274K | Sell |
2,335
-28,238
| -92% | -$3.31M | 0.12% | 61 |
|
|
2024
Q2 | $3.52M | Buy |
30,573
+28,084
| +1,128% | +$3.23M | 1.7% | 12 |
|
|
2024
Q1 | $289K | Hold |
2,489
| – | – | 0.14% | 50 |
|
|
2023
Q4 | $249K | Sell |
2,489
-23
| -0.9% | -$2.3K | 0.13% | 48 |
|
|
2023
Q3 | $295K | Buy |
+2,512
| New | +$295K | 0.18% | 33 |
|
|
2022
Q2 | – | Sell |
-1,860
| Closed | -$154K | – | 56 |
|
|
2022
Q1 | $154K | Sell |
1,860
-211
| -10% | -$17.5K | 0.15% | 21 |
|
|
2021
Q4 | $127K | Buy |
+2,071
| New | +$127K | 0.12% | 22 |
|