Altman Advisors’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 | $2.09M | Buy |
19,166
+235
| +1% | +$25.7K | 0.86% | 51 |
|
2025
Q1 | $2M | Buy |
18,931
+225
| +1% | +$23.8K | 0.92% | 45 |
|
2024
Q4 | $2.01M | Sell |
18,706
-151
| -0.8% | -$16.2K | 0.86% | 46 |
|
2024
Q3 | $2.21M | Sell |
18,857
-8,051
| -30% | -$944K | 0.98% | 26 |
|
2024
Q2 | $3.1M | Sell |
26,908
-4,623
| -15% | -$532K | 1.76% | 13 |
|
2024
Q1 | $3.69M | Buy |
31,531
+1,272
| +4% | +$149K | 1.8% | 8 |
|
2023
Q4 | $3.03M | Buy |
30,259
+459
| +2% | +$45.9K | 1.59% | 11 |
|
2023
Q3 | $3.5M | Buy |
+29,800
| New | +$3.5M | 2.19% | 7 |
|
2023
Q1 | $1.75M | Sell |
25,928
-7,538
| -23% | -$509K | 1.6% | 9 |
|
2022
Q4 | $3.73M | Sell |
33,466
-1,284
| -4% | -$143K | 2.3% | 3 |
|
2022
Q3 | $3.03M | Buy |
34,750
+1,106
| +3% | +$96.6K | 1.92% | 11 |
|
2022
Q2 | $3.17M | Buy |
33,644
+374
| +1% | +$35.2K | 1.8% | 13 |
|
2022
Q1 | $2.75M | Buy |
33,270
+30,267
| +1,008% | +$2.5M | 1.42% | 23 |
|
2021
Q4 | $217K | Buy |
+3,003
| New | +$217K | 0.13% | 76 |
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$209K | – | 91 |
|
2019
Q4 | $209K | Hold |
3,000
| – | – | 0.17% | 65 |
|
2019
Q3 | $212K | Hold |
3,000
| – | – | 0.18% | 65 |
|
2019
Q2 | $230K | Hold |
3,000
| – | – | 0.19% | 66 |
|
2019
Q1 | $242K | Hold |
3,000
| – | – | 0.22% | 61 |
|
2018
Q4 | $205K | Hold |
3,000
| – | – | 0.22% | 64 |
|
2018
Q3 | $255K | Buy |
+3,000
| New | +$255K | 0.23% | 59 |
|
2018
Q2 | – | Sell |
-3,000
| Closed | -$224K | – | 101 |
|
2018
Q1 | $224K | Buy |
+3,000
| New | +$224K | 0.21% | 65 |
|