Northcape Wealth 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 | $4.12M | Sell |
38,183
-2,121
| -5% | -$229K | 1.26% | 23 |
|
|
2025
Q1 | $4.79M | Buy |
40,304
+6,218
| +18% | +$740K | 1.55% | 16 |
|
|
2024
Q4 | $3.67M | Buy |
34,086
+1,705
| +5% | +$183K | 1.18% | 26 |
|
|
2024
Q3 | $3.8M | Sell |
32,381
-267
| -0.8% | -$31.3K | 1.24% | 25 |
|
|
2024
Q2 | $3.76M | Buy |
32,648
+1,210
| +4% | +$139K | 1.35% | 22 |
|
|
2024
Q1 | $3.65M | Sell |
31,438
-2,219
| -7% | -$258K | 1.33% | 22 |
|
|
2023
Q4 | $3.37M | Buy |
33,657
+44
| +0.1% | +$4.4K | 1.22% | 23 |
|
|
2023
Q3 | $3.95M | Sell |
33,613
-1,018
| -3% | -$120K | 1.51% | 17 |
|
|
2023
Q2 | $3.71M | Buy |
34,631
+6,219
| +22% | +$667K | 1.34% | 19 |
|
|
2023
Q1 | $3.12M | Buy |
28,412
+5,720
| +25% | +$627K | 1.13% | 26 |
|
|
2022
Q4 | $2.5M | Sell |
22,692
-25,528
| -53% | -$2.82M | 1.4% | 19 |
|
|
2022
Q3 | $4.21M | Buy |
48,220
+36,732
| +320% | +$3.21M | 1.5% | 16 |
|
|
2022
Q2 | $984K | Sell |
11,488
-17,169
| -60% | -$1.47M | 0.38% | 66 |
|
|
2022
Q1 | $2.37M | Buy |
28,657
+16,923
| +144% | +$1.4M | 0.69% | 47 |
|
|
2021
Q4 | $718K | Buy |
+11,734
| New | +$718K | 0.24% | 72 |
|