Towercrest Capital 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
Q1 | – | Sell |
-4,008
| Closed | -$431K | – | 104 |
|
|
2024
Q4 | $431K | Sell |
4,008
-47
| -1% | -$5.06K | 0.07% | 74 |
|
|
2024
Q3 | $475K | Sell |
4,055
-67
| -2% | -$7.85K | 0.08% | 73 |
|
|
2024
Q2 | $475K | Buy |
4,122
+954
| +30% | +$110K | 0.08% | 75 |
|
|
2024
Q1 | $368K | Sell |
3,168
-340
| -10% | -$39.5K | 0.06% | 83 |
|
|
2023
Q4 | $351K | Buy |
3,508
+23
| +0.7% | +$2.3K | 0.06% | 82 |
|
|
2023
Q3 | $410K | Buy |
3,485
+8
| +0.2% | +$941 | 0.08% | 71 |
|
|
2023
Q2 | $373K | Buy |
+3,477
| New | +$373K | 0.07% | 79 |
|
|
2019
Q3 | – | Sell |
-2,623
| Closed | -$201K | – | 75 |
|
|
2019
Q2 | $201K | Hold |
2,623
| – | – | 0.06% | 74 |
|
|
2019
Q1 | $211K | Buy |
+2,623
| New | +$211K | 0.06% | 66 |
|
|
2018
Q4 | – | Sell |
-2,952
| Closed | -$250K | – | 74 |
|
|
2018
Q3 | $250K | Buy |
+2,952
| New | +$250K | 0.07% | 68 |
|