Crown Wealth Group’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
$609K Buy
5,645
+62
+1% +$6.68K 0.23% 52
2025
Q1
$664K Buy
5,583
+295
+6% +$35.1K 0.34% 41
2024
Q4
$569K Sell
5,288
-869
-14% -$93.5K 0.23% 55
2024
Q3
$722K Sell
6,157
-38
-0.6% -$4.45K 0.31% 49
2024
Q2
$713K Buy
6,195
+722
+13% +$83.1K 0.36% 42
2024
Q1
$636K Buy
5,473
+320
+6% +$37.2K 0.33% 42
2023
Q4
$515K Buy
5,153
+999
+24% +$99.9K 0.31% 43
2023
Q3
$488K Buy
4,154
+97
+2% +$11.4K 0.37% 36
2023
Q2
$435K Buy
4,057
+597
+17% +$64K 0.34% 36
2023
Q1
$379K Sell
3,460
-622
-15% -$68.2K 0.32% 41
2022
Q4
$450K Buy
4,082
+243
+6% +$26.8K 0.42% 31
2022
Q3
$335K Sell
3,839
-844
-18% -$73.6K 0.34% 40
2022
Q2
$401K Buy
4,683
+140
+3% +$12K 0.36% 41
2022
Q1
$375K Buy
+4,543
New +$375K 0.26% 59