Kagan Cocozza Asset 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
$326K Sell
3,024
-1
-0% -$108 0.25% 49
2025
Q1
$360K Sell
3,025
-143
-5% -$17K 0.29% 49
2024
Q4
$341K Buy
+3,168
New +$341K 0.28% 52