Aufman Associates’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 | $996K | Buy |
9,238
+103
| +1% | +$11.1K | 0.61% | 15 |
|
|
2025
Q1 | $1.09M | Buy |
9,135
+2
| +0% | +$238 | 0.75% | 16 |
|
|
2024
Q4 | $982K | Sell |
9,133
-126
| -1% | -$13.6K | 0.66% | 16 |
|
|
2024
Q3 | $1.09M | Buy |
9,259
+1,968
| +27% | +$231K | 0.7% | 16 |
|
|
2024
Q2 | $839K | Sell |
7,291
-10
| -0.1% | -$1.15K | 0.6% | 15 |
|
|
2024
Q1 | $849K | Sell |
7,301
-239
| -3% | -$27.8K | 0.6% | 15 |
|
|
2023
Q4 | $754K | Sell |
7,540
-235
| -3% | -$23.5K | 0.57% | 15 |
|
|
2023
Q3 | $914K | Buy |
7,775
+1
| +0% | +$118 | 0.77% | 14 |
|
|
2023
Q2 | $834K | Sell |
7,774
-508
| -6% | -$54.5K | 0.69% | 14 |
|
|
2023
Q1 | $908K | Sell |
8,282
-5,015
| -38% | -$550K | 0.77% | 13 |
|
|
2022
Q4 | $1.47M | Sell |
13,297
-12
| -0.1% | -$1.32K | 1.36% | 10 |
|
|
2022
Q3 | $1.16M | Sell |
13,309
-1,019
| -7% | -$89K | 1.22% | 10 |
|
|
2022
Q2 | $1.23M | Sell |
14,328
-2,872
| -17% | -$246K | 1.17% | 10 |
|
|
2022
Q1 | $1.42M | Sell |
17,200
-2,519
| -13% | -$208K | 1.12% | 10 |
|
|
2021
Q4 | $1.21M | Sell |
19,719
-396
| -2% | -$24.2K | 0.89% | 12 |
|
|
2021
Q3 | $1.18M | Sell |
20,115
-1,236
| -6% | -$72.7K | 0.97% | 11 |
|
|
2021
Q2 | $1.35M | Sell |
21,351
-1,881
| -8% | -$119K | 1.04% | 12 |
|
|
2021
Q1 | $1.3M | Sell |
23,232
-3,996
| -15% | -$223K | 1.08% | 12 |
|
|
2020
Q4 | $1.12M | Buy |
27,228
+2
| +0% | +$82 | 1.01% | 11 |
|
|
2020
Q3 | $935K | Sell |
27,226
-1,600
| -6% | -$54.9K | 1.01% | 14 |
|
|
2020
Q2 | $1.29M | Sell |
28,826
-150
| -0.5% | -$6.71K | 1.46% | 11 |
|
|
2020
Q1 | $1.1M | Buy |
28,976
+1,121
| +4% | +$42.6K | 1.52% | 11 |
|
|
2019
Q4 | $1.94M | Buy |
+27,855
| New | +$1.94M | 2% | 8 |
|