Transcendent Capital Group’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
$356K Sell
3,303
-1,829
-36% -$197K 0.18% 81
2025
Q1
$610K Hold
5,132
0.34% 57
2024
Q4
$552K Buy
5,132
+100
+2% +$10.8K 0.29% 62
2024
Q3
$590K Buy
5,032
+169
+3% +$19.8K 0.3% 66
2024
Q2
$560K Buy
4,863
+2,170
+81% +$250K 0.32% 63
2024
Q1
$313K Hold
2,693
0.18% 73
2023
Q4
$269K Buy
+2,693
New +$269K 0.18% 64