Angeles Investment 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
Q1 | – | Sell |
-2,875
| Closed | -$309K | – | 200 |
|
|
2024
Q4 | $309K | Sell |
2,875
-133
| -4% | -$14.3K | 0.01% | 135 |
|
|
2024
Q3 | $353K | Hold |
3,008
| – | – | 0.02% | 147 |
|
|
2024
Q2 | $346K | Sell |
3,008
-1,537
| -34% | -$177K | 0.02% | 150 |
|
|
2024
Q1 | $528K | Buy |
4,545
+499
| +12% | +$58K | 0.03% | 109 |
|
|
2023
Q4 | $405K | Buy |
4,046
+1,255
| +45% | +$125K | 0.02% | 125 |
|
|
2023
Q3 | $328K | Sell |
2,791
-442
| -14% | -$52K | 0.03% | 130 |
|
|
2023
Q2 | $347K | Sell |
3,233
-4,045
| -56% | -$434K | 0.03% | 101 |
|
|
2023
Q1 | $798K | Buy |
+7,278
| New | +$798K | 0.07% | 34 |
|
|
2022
Q1 | – | Sell |
-10,417
| Closed | -$637K | – | 225 |
|
|
2021
Q4 | $637K | Buy |
10,417
+3,290
| +46% | +$201K | 0.03% | 102 |
|
|
2021
Q3 | $419K | Buy |
7,127
+700
| +11% | +$41.2K | 0.02% | 123 |
|
|
2021
Q2 | $405K | Sell |
6,427
-262
| -4% | -$16.5K | 0.03% | 97 |
|
|
2021
Q1 | $373K | Hold |
6,689
| – | – | 0.03% | 85 |
|
|
2020
Q4 | $276K | Hold |
6,689
| – | – | 0.03% | 94 |
|
|
2020
Q3 | $230K | Hold |
6,689
| – | – | 0.03% | 94 |
|
|
2020
Q2 | $299K | Sell |
6,689
-31
| -0.5% | -$1.39K | 0.04% | 80 |
|
|
2020
Q1 | $319K | Sell |
6,720
-8,409
| -56% | -$399K | 0.09% | 69 |
|
|
2019
Q4 | $1.06M | Buy |
15,129
+2,401
| +19% | +$168K | 0.21% | 29 |
|
|
2019
Q3 | $899K | Buy |
12,728
+3,921
| +45% | +$277K | 0.19% | 30 |
|
|
2019
Q2 | $675K | Buy |
8,807
+3,166
| +56% | +$243K | 0.17% | 32 |
|
|
2019
Q1 | $456K | Buy |
5,641
+2,600
| +85% | +$210K | 0.43% | 29 |
|
|
2018
Q4 | $207K | Buy |
+3,041
| New | +$207K | 0.18% | 31 |
|