Aspen Investment 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
$1.59M Sell
14,748
-6
-0% -$647 0.67% 47
2025
Q1
$1.76M Buy
14,754
+822
+6% +$97.8K 0.81% 34
2024
Q4
$1.5M Sell
13,932
-150
-1% -$16.1K 0.7% 44
2024
Q3
$1.65M Sell
14,082
-118
-0.8% -$13.8K 0.77% 38
2024
Q2
$1.64M Buy
14,200
+2
+0% +$230 0.82% 37
2024
Q1
$1.65M Sell
14,198
-68
-0.5% -$7.9K 0.84% 33
2023
Q4
$1.43M Buy
14,266
+1
+0% +$100 0.8% 41
2023
Q3
$1.68M Sell
14,265
-89
-0.6% -$10.5K 1.02% 25
2023
Q2
$1.54M Sell
14,354
-158
-1% -$16.9K 0.91% 29
2023
Q1
$1.59M Sell
14,512
-22
-0.2% -$2.41K 1.02% 26
2022
Q4
$1.6M Sell
14,534
-1,355
-9% -$149K 1.05% 27
2022
Q3
$1.39M Sell
15,889
-24
-0.2% -$2.1K 0.93% 31
2022
Q2
$1.36M Buy
15,913
+9
+0.1% +$771 0.85% 31
2022
Q1
$1.31M Buy
15,904
+278
+2% +$23K 0.69% 49
2021
Q4
$956K Sell
15,626
-98
-0.6% -$6K 0.47% 71
2021
Q3
$925K Sell
15,724
-1,644
-9% -$96.7K 0.49% 71
2021
Q2
$1.1M Buy
17,368
+270
+2% +$17K 0.57% 64
2021
Q1
$955K Buy
17,098
+2,481
+17% +$139K 0.53% 67
2020
Q4
$603K Sell
14,617
-2,922
-17% -$121K 0.36% 84
2020
Q3
$602K Buy
17,539
+2,901
+20% +$99.6K 0.4% 74
2020
Q2
$655K Sell
14,638
-64
-0.4% -$2.86K 0.47% 70
2020
Q1
$558K Buy
14,702
+526
+4% +$20K 0.48% 64
2019
Q4
$989K Buy
14,176
+26
+0.2% +$1.81K 0.62% 57
2019
Q3
$999K Sell
14,150
-25
-0.2% -$1.77K 0.67% 55
2019
Q2
$1.09M Sell
14,175
-81
-0.6% -$6.21K 0.71% 47
2019
Q1
$1.15M Sell
14,256
-3,275
-19% -$265K 0.8% 37
2018
Q4
$1.2M Sell
17,531
-2,750
-14% -$187K 0.96% 30
2018
Q3
$1.72M Sell
20,281
-368
-2% -$31.3K 1.14% 20
2018
Q2
$1.71M Buy
20,649
+5,067
+33% +$419K 1.18% 15
2018
Q1
$1.16M Sell
15,582
-5,445
-26% -$406K 0.83% 33
2017
Q4
$1.76M Sell
21,027
-12,194
-37% -$1.02M 1.25% 16
2017
Q3
$2.72M Sell
33,221
-72,165
-68% -$5.92M 2.02% 8
2017
Q2
$8.51M Sell
105,386
-37,614
-26% -$3.04M 6.4% 2
2017
Q1
$11.7M Buy
143,000
+127,088
+799% +$10.4M 8.68% 2
2016
Q4
$1.44M Hold
15,912
1.08% 20
2016
Q3
$1.39M Sell
15,912
-280
-2% -$24.4K 1.1% 19
2016
Q2
$1.52M Buy
16,192
+100
+0.6% +$9.38K 1.25% 17
2016
Q1
$1.35M Buy
16,092
+1,150
+8% +$96.1K 1.23% 18
2015
Q4
$1.17M Hold
14,942
1.16% 20
2015
Q3
$1.11M Sell
14,942
-1,005
-6% -$74.7K 1.08% 20
2015
Q2
$1.33M Hold
15,947
1.11% 18
2015
Q1
$1.36M Buy
15,947
+220
+1% +$18.7K 1.08% 19
2014
Q4
$1.45M Sell
15,727
-475
-3% -$43.9K 1.22% 21
2014
Q3
$1.52M Sell
16,202
-8,070
-33% -$759K 1.27% 17
2014
Q2
$2.44M Sell
24,272
-855
-3% -$86.1K 1.49% 13
2014
Q1
$2.45M Sell
25,127
-350
-1% -$34.2K 1.57% 14
2013
Q4
$2.58M Sell
25,477
-570
-2% -$57.7K 1.72% 13
2013
Q3
$2.24M Sell
26,047
-232
-0.9% -$20K 1.59% 14
2013
Q2
$2.37M Buy
+26,279
New +$2.37M 1.61% 11