Altrius 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
Q2 | $4.61M | Buy |
42,805
+489
| +1% | +$52.7K | 1.08% | 47 |
|
|
2025
Q1 | $5.03M | Buy |
42,316
+1,655
| +4% | +$197K | 1.22% | 40 |
|
|
2024
Q4 | $4.37M | Buy |
40,661
+1,410
| +4% | +$152K | 1.18% | 47 |
|
|
2024
Q3 | $4.6M | Buy |
39,251
+408
| +1% | +$47.8K | 1.15% | 52 |
|
|
2024
Q2 | $4.47M | Buy |
38,843
+55
| +0.1% | +$6.33K | 1.18% | 45 |
|
|
2024
Q1 | $4.51M | Buy |
38,788
+3,892
| +11% | +$452K | 1.14% | 41 |
|
|
2023
Q4 | $3.49M | Buy |
34,896
+574
| +2% | +$57.4K | 0.97% | 67 |
|
|
2023
Q3 | $4.04M | Buy |
34,322
+325
| +1% | +$38.2K | 1.2% | 32 |
|
|
2023
Q2 | $3.65M | Buy |
33,997
+253
| +0.7% | +$27.1K | 1.08% | 37 |
|
|
2023
Q1 | $3.7M | Buy |
33,744
+87
| +0.3% | +$9.54K | 1.13% | 34 |
|
|
2022
Q4 | $3.71M | Sell |
33,657
-786
| -2% | -$86.7K | 1.16% | 32 |
|
|
2022
Q3 | $3.01M | Sell |
34,443
-43,291
| -56% | -$3.78M | 1.15% | 35 |
|
|
2022
Q2 | $6.66M | Buy |
+77,734
| New | +$6.66M | 2.16% | 1 |
|