Plato Investment 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 | $8.06M | Buy |
75,056
+689
| +0.9% | +$74K | 0.61% | 27 |
|
|
2025
Q1 | $8.94M | Sell |
74,367
-4,302
| -5% | -$517K | 0.75% | 21 |
|
|
2024
Q4 | $8.49M | Buy |
78,669
+3,245
| +4% | +$350K | 0.62% | 25 |
|
|
2024
Q3 | $8.83M | Buy |
75,424
+1,368
| +2% | +$160K | 0.72% | 22 |
|
|
2024
Q2 | $8.53M | Buy |
74,056
+16,882
| +30% | +$1.94M | 0.79% | 21 |
|
|
2024
Q1 | $6.65M | Buy |
57,174
+54,804
| +2,312% | +$6.37M | 0.69% | 24 |
|
|
2023
Q4 | $237K | Buy |
+2,370
| New | +$237K | 0.29% | 90 |
|