Goldstream Capital Management’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 | $395K | Hold |
3,662
| – | – | 0.13% | 34 |
|
|
2025
Q1 | $436K | Hold |
3,662
| – | – | 0.19% | 23 |
|
|
2024
Q4 | $394K | Sell |
3,662
-4,260
| -54% | -$458K | 0.11% | 24 |
|
|
2024
Q3 | $929K | Buy |
+7,922
| New | +$929K | 0.31% | 24 |
|
|
2023
Q4 | – | Sell |
-2,760
| Closed | -$325K | – | 51 |
|
|
2023
Q3 | $325K | Hold |
2,760
| – | – | 0.26% | 24 |
|
|
2023
Q2 | $296K | Buy |
2,760
+921
| +50% | +$98.8K | 0.21% | 22 |
|
|
2023
Q1 | $202K | Buy |
+1,839
| New | +$202K | 0.21% | 21 |
|