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