Atwood & Palmer’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 | $1.81M | Sell |
16,805
-74
| -0.4% | -$7.98K | 0.11% | 69 |
|
2025
Q1 | $2.01M | Sell |
16,879
-200
| -1% | -$23.8K | 0.14% | 67 |
|
2024
Q4 | $1.84M | Hold |
17,079
| – | – | 0.13% | 65 |
|
2024
Q3 | $2M | Hold |
17,079
| – | – | 0.14% | 64 |
|
2024
Q2 | $1.97M | Buy |
17,079
+122
| +0.7% | +$14K | 0.15% | 64 |
|
2024
Q1 | $1.97M | Sell |
16,957
-948
| -5% | -$110K | 0.15% | 63 |
|
2023
Q4 | $1.79M | Sell |
17,905
-100
| -0.6% | -$10K | 0.14% | 63 |
|
2023
Q3 | $2.12M | Hold |
18,005
| – | – | 0.19% | 61 |
|
2023
Q2 | $1.93M | Buy |
18,005
+550
| +3% | +$59K | 0.17% | 69 |
|
2023
Q1 | $1.91M | Sell |
17,455
-535
| -3% | -$58.7K | 0.18% | 69 |
|
2022
Q4 | $1.98M | Hold |
17,990
| – | – | 0.18% | 74 |
|
2022
Q3 | $1.57M | Hold |
17,990
| – | – | 0.16% | 77 |
|
2022
Q2 | $1.54M | Hold |
17,990
| – | – | 0.15% | 70 |
|
2022
Q1 | $1.49M | Sell |
17,990
-397
| -2% | -$32.8K | 0.13% | 73 |
|
2021
Q4 | $1.13M | Buy |
18,387
+535
| +3% | +$32.7K | 0.09% | 81 |
|
2021
Q3 | $1.05M | Hold |
17,852
| – | – | 0.09% | 77 |
|
2021
Q2 | $1.13M | Hold |
17,852
| – | – | 0.1% | 77 |
|
2021
Q1 | $997K | Buy |
17,852
+73
| +0.4% | +$4.08K | 0.1% | 78 |
|
2020
Q4 | $733K | Buy |
17,779
+222
| +1% | +$9.15K | 0.08% | 84 |
|
2020
Q3 | $603K | Hold |
17,557
| – | – | 0.08% | 81 |
|
2020
Q2 | $785K | Sell |
17,557
-14,408
| -45% | -$644K | 0.11% | 72 |
|
2020
Q1 | $1.21M | Sell |
31,965
-638
| -2% | -$24.2K | 0.19% | 62 |
|
2019
Q4 | $2.28M | Hold |
32,603
| – | – | 0.29% | 53 |
|
2019
Q3 | $2.3M | Sell |
32,603
-640
| -2% | -$45.2K | 0.31% | 49 |
|
2019
Q2 | $2.55M | Sell |
33,243
-1,239
| -4% | -$94.9K | 0.34% | 47 |
|
2019
Q1 | $2.79M | Sell |
34,482
-140
| -0.4% | -$11.3K | 0.39% | 44 |
|
2018
Q4 | $2.36M | Buy |
34,622
+5,431
| +19% | +$370K | 0.38% | 44 |
|
2018
Q3 | $2.48M | Sell |
29,191
-928
| -3% | -$78.9K | 0.32% | 45 |
|
2018
Q2 | $2.49M | Sell |
30,119
-1,325
| -4% | -$110K | 0.34% | 47 |
|
2018
Q1 | $2.35M | Sell |
31,444
-15,000
| -32% | -$1.12M | 0.33% | 46 |
|
2017
Q4 | $3.89M | Buy |
46,444
+450
| +1% | +$37.6K | 0.55% | 41 |
|
2017
Q3 | $3.77M | Sell |
45,994
-2,656
| -5% | -$218K | 0.55% | 40 |
|
2017
Q2 | $3.93M | Buy |
48,650
+1,350
| +3% | +$109K | 0.62% | 39 |
|
2017
Q1 | $3.88M | Sell |
47,300
-2,220
| -4% | -$182K | 0.62% | 38 |
|
2016
Q4 | $4.47M | Sell |
49,520
-1,407
| -3% | -$127K | 0.8% | 34 |
|
2016
Q3 | $4.45M | Sell |
50,927
-3,698
| -7% | -$323K | 0.81% | 33 |
|
2016
Q2 | $5.12M | Sell |
54,625
-1,338
| -2% | -$125K | 0.93% | 34 |
|
2016
Q1 | $4.68M | Sell |
55,963
-1,058
| -2% | -$88.4K | 0.83% | 36 |
|
2015
Q4 | $4.45M | Sell |
57,021
-320
| -0.6% | -$24.9K | 0.84% | 40 |
|
2015
Q3 | $4.26M | Sell |
57,341
-9,062
| -14% | -$674K | 0.83% | 42 |
|
2015
Q2 | $5.53M | Sell |
66,403
-1,772
| -3% | -$147K | 0.99% | 35 |
|
2015
Q1 | $5.8M | Buy |
68,175
+68
| +0.1% | +$5.78K | 1.03% | 34 |
|
2014
Q4 | $6.3M | Buy |
68,107
+24,657
| +57% | +$2.28M | 1.18% | 30 |
|
2014
Q3 | $4.09M | Sell |
43,450
-8,798
| -17% | -$827K | 0.77% | 45 |
|
2014
Q2 | $5.26M | Buy |
52,248
+4,285
| +9% | +$431K | 1.4% | 24 |
|
2014
Q1 | $4.69M | Buy |
47,963
+334
| +0.7% | +$32.6K | 1.1% | 29 |
|
2013
Q4 | $4.82M | Buy |
47,629
+617
| +1% | +$62.4K | 1.19% | 26 |
|
2013
Q3 | $4.05M | Sell |
47,012
-200
| -0.4% | -$17.2K | 1.12% | 28 |
|
2013
Q2 | $4.27M | Buy |
+47,212
| New | +$4.27M | 1.15% | 29 |
|