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 |
|