Criterion Capital Advisors’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$447K Hold
3,879
0.28% 56
2024
Q3
$447K Hold
3,879
0.28% 56
2024
Q2
$447K Buy
3,879
+388
+11% +$44.7K 0.28% 56
2024
Q1
$406K Sell
3,491
-1,377
-28% -$160K 0.27% 58
2023
Q4
$487K Buy
+4,868
New +$487K 0.35% 54