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Crown Advisors Management’s Exxon Mobil XOM Stock Holding History

Crown Advisors Management’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.5M Hold
13,940
– – 1.2% 31
2025
Q1 		$1.66M Hold
13,940
– – 1.46% 29
2024
Q4 		$1.5M Hold
13,940
– – 0.96% 34
2024
Q3 		$1.63M Hold
13,940
– – 1.05% 33
2024
Q2 		$1.6M Buy
+13,940
New +$1.6M 1.03% 33