Ground Swell Capital’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,229
| Closed | -$347K | – | 272 |
|
|
2024
Q4 | $347K | Buy |
+3,229
| New | +$347K | 0.52% | 29 |
|
|
2022
Q4 | – | Sell |
-3,189
| Closed | -$278K | – | 145 |
|
|
2022
Q3 | $278K | Buy |
+3,189
| New | +$278K | 0.79% | 36 |
|
|
2014
Q3 | $681K | Buy |
7,238
+2,400
| +50% | +$226K | 1.29% | 2 |
|
|
2014
Q2 | $487K | Buy |
+4,838
| New | +$487K | 0.95% | 7 |
|