CVA Family Office’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 | $1.61M | Sell |
14,942
-776
| -5% | -$83.7K | 0.23% | 74 |
|
|
2025
Q1 | $1.87M | Buy |
15,718
+918
| +6% | +$109K | 0.29% | 61 |
|
|
2024
Q4 | $1.59M | Buy |
14,800
+362
| +3% | +$38.9K | 0.25% | 66 |
|
|
2024
Q3 | $1.69M | Sell |
14,438
-62
| -0.4% | -$7.27K | 0.27% | 61 |
|
|
2024
Q2 | $1.67M | Buy |
14,500
+566
| +4% | +$65.2K | 0.3% | 58 |
|
|
2024
Q1 | $1.62M | Buy |
13,934
+378
| +3% | +$43.9K | 0.29% | 63 |
|
|
2023
Q4 | $1.36M | Sell |
13,556
-188
| -1% | -$18.8K | 0.26% | 61 |
|
|
2023
Q3 | $1.62M | Sell |
13,744
-158
| -1% | -$18.6K | 0.37% | 52 |
|
|
2023
Q2 | $1.49M | Sell |
13,902
-103
| -0.7% | -$11K | 0.31% | 56 |
|
|
2023
Q1 | $1.54M | Buy |
14,005
+865
| +7% | +$94.9K | 0.34% | 53 |
|
|
2022
Q4 | $1.45M | Buy |
13,140
+45
| +0.3% | +$4.96K | 0.35% | 54 |
|
|
2022
Q3 | $1.14M | Buy |
13,095
+1,103
| +9% | +$96.3K | 0.31% | 60 |
|
|
2022
Q2 | $1.03M | Sell |
11,992
-8
| -0.1% | -$685 | 0.28% | 58 |
|
|
2022
Q1 | $991K | Buy |
12,000
+1,333
| +12% | +$110K | 0.24% | 71 |
|
|
2021
Q4 | $653K | Buy |
10,667
+6,997
| +191% | +$428K | 0.16% | 87 |
|
|
2021
Q3 | $126K | Sell |
3,670
-7,565
| -67% | -$260K | 0.09% | 107 |
|
|
2021
Q2 | $709K | Buy |
11,235
+2,511
| +29% | +$158K | 0.2% | 72 |
|
|
2021
Q1 | $487K | Buy |
8,724
+6,221
| +249% | +$347K | 0.18% | 77 |
|
|
2020
Q4 | $103K | Sell |
2,503
-1,167
| -32% | -$48K | 0.06% | 129 |
|
|
2020
Q3 | $126K | Sell |
3,670
-724
| -16% | -$24.9K | 0.09% | 107 |
|
|
2020
Q2 | $197K | Buy |
4,394
+858
| +24% | +$38.5K | 0.16% | 86 |
|
|
2020
Q1 | $134K | Buy |
+3,536
| New | +$134K | 0.14% | 92 |
|