MAM
Montchanin Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,655
| Closed | -$311K | – | 60 |
|
|
2024
Q3 | $311K | Buy |
+2,655
| New | +$311K | 0.29% | 49 |
|
|
2023
Q2 | – | Sell |
-2,445
| Closed | -$268K | – | 53 |
|
|
2023
Q1 | $268K | Sell |
2,445
-200
| -8% | -$21.9K | 0.34% | 42 |
|
|
2022
Q4 | $292K | Hold |
2,645
| – | – | 0.4% | 39 |
|
|
2022
Q3 | $231K | Hold |
2,645
| – | – | 0.33% | 46 |
|
|
2022
Q2 | $227K | Buy |
+2,645
| New | +$227K | 0.31% | 44 |
|