Catherine Avery Investment Management LLC’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$678K Hold
2025
Q3
$635K Sell
2025
Q2
$627K Hold
2025
Q1
$691K Sell
2024
Q4
$627K Buy