APIM
Agate Pass Investment Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Hold |
17,698
| – | – | 0.78% | 44 |
|
|
2025
Q1 | $2.1M | Sell |
17,698
-837
| -5% | -$99.5K | 0.9% | 37 |
|
|
2024
Q4 | $1.99M | Sell |
18,535
-164
| -0.9% | -$17.6K | 0.9% | 36 |
|
|
2024
Q3 | $2.19M | Buy |
18,699
+75
| +0.4% | +$8.79K | 1.09% | 29 |
|
|
2024
Q2 | $2.14M | Sell |
18,624
-560
| -3% | -$64.5K | 1.14% | 29 |
|
|
2024
Q1 | $2.23M | Sell |
19,184
-200
| -1% | -$23.2K | 1.2% | 27 |
|
|
2023
Q4 | $1.94M | Buy |
19,384
+107
| +0.6% | +$10.7K | 1.12% | 30 |
|
|
2023
Q3 | $2.27M | Sell |
19,277
-750
| -4% | -$88.2K | 1.54% | 22 |
|
|
2023
Q2 | $2.15M | Buy |
20,027
+525
| +3% | +$56.3K | 1.3% | 25 |
|
|
2023
Q1 | $2.14M | Buy |
19,502
+100
| +0.5% | +$11K | 1.4% | 24 |
|
|
2022
Q4 | $2.14M | Buy |
19,402
+3,303
| +21% | +$364K | 1.51% | 22 |
|
|
2022
Q3 | $1.41M | Sell |
16,099
-1,075
| -6% | -$93.9K | 1.07% | 30 |
|
|
2022
Q2 | $1.47M | Buy |
17,174
+238
| +1% | +$20.4K | 1.04% | 32 |
|
|
2022
Q1 | $1.4M | Buy |
16,936
+410
| +2% | +$33.9K | 0.87% | 38 |
|
|
2021
Q4 | $1.01M | Buy |
+16,526
| New | +$1.01M | 0.63% | 47 |
|