CFP
Curran Financial Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $922K | Buy |
8,551
+260
| +3% | +$28K | 0.2% | 62 |
|
|
2025
Q1 | $986K | Buy |
8,291
+1,810
| +28% | +$215K | 0.24% | 50 |
|
|
2024
Q4 | $697K | Buy |
6,481
+256
| +4% | +$27.5K | 0.18% | 56 |
|
|
2024
Q3 | $730K | Buy |
6,225
+28
| +0.5% | +$3.28K | 0.21% | 61 |
|
|
2024
Q2 | $713K | Buy |
6,197
+470
| +8% | +$54.1K | 0.24% | 59 |
|
|
2024
Q1 | $666K | Buy |
5,727
+289
| +5% | +$33.6K | 0.23% | 56 |
|
|
2023
Q4 | $542K | Buy |
5,438
+194
| +4% | +$19.3K | 0.21% | 55 |
|
|
2023
Q3 | $617K | Buy |
5,244
+47
| +0.9% | +$5.53K | 0.27% | 49 |
|
|
2023
Q2 | $557K | Buy |
5,197
+27
| +0.5% | +$2.9K | 0.24% | 52 |
|
|
2023
Q1 | $567K | Buy |
5,170
+314
| +6% | +$34.4K | 0.27% | 46 |
|
|
2022
Q4 | $536K | Sell |
4,856
-610
| -11% | -$67.3K | 0.26% | 48 |
|
|
2022
Q3 | $477K | Sell |
5,466
-1,108
| -17% | -$96.7K | 0.24% | 41 |
|
|
2022
Q2 | $563K | Buy |
6,574
+13
| +0.2% | +$1.11K | 0.27% | 43 |
|
|
2022
Q1 | $542K | Sell |
6,561
-134
| -2% | -$11.1K | 0.22% | 55 |
|
|
2021
Q4 | $410K | Sell |
6,695
-3,526
| -34% | -$216K | 0.17% | 53 |
|
|
2021
Q3 | $602K | Buy |
10,221
+23
| +0.2% | +$1.36K | 0.31% | 42 |
|
|
2021
Q2 | $643K | Sell |
10,198
-22
| -0.2% | -$1.39K | 0.35% | 40 |
|
|
2021
Q1 | $571K | Buy |
10,220
+1,225
| +14% | +$68.4K | 0.41% | 36 |
|
|
2020
Q4 | $371K | Buy |
+8,995
| New | +$371K | 0.32% | 43 |
|