AAM
Austin Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Sell |
4,123
-209
| -5% | -$22.5K | 0.09% | 54 |
|
|
2025
Q1 | $515K | Sell |
4,332
-751
| -15% | -$89.3K | 0.11% | 47 |
|
|
2024
Q4 | $547K | Buy |
5,083
+137
| +3% | +$14.7K | 0.11% | 45 |
|
|
2024
Q3 | $580K | Buy |
4,946
+73
| +1% | +$8.56K | 0.11% | 40 |
|
|
2024
Q2 | $561K | Sell |
4,873
-110
| -2% | -$12.7K | 0.11% | 39 |
|
|
2024
Q1 | $579K | Sell |
4,983
-104
| -2% | -$12.1K | 0.12% | 33 |
|
|
2023
Q4 | $509K | Sell |
5,087
-79
| -2% | -$7.9K | 0.13% | 36 |
|
|
2023
Q3 | $607K | Sell |
5,166
-324
| -6% | -$38.1K | 0.18% | 28 |
|
|
2023
Q2 | $589K | Sell |
5,490
-1,475
| -21% | -$158K | 0.17% | 31 |
|
|
2023
Q1 | $764K | Sell |
6,965
-1,439
| -17% | -$158K | 0.24% | 27 |
|
|
2022
Q4 | $734K | Hold |
8,404
| – | – | 0.26% | 23 |
|
|
2022
Q3 | $734K | Sell |
8,404
-560
| -6% | -$48.9K | 0.26% | 23 |
|
|
2022
Q2 | $768K | Sell |
8,964
-97
| -1% | -$8.31K | 0.27% | 23 |
|
|
2022
Q1 | $748K | Sell |
9,061
-1,247
| -12% | -$103K | 0.24% | 25 |
|
|
2021
Q4 | $631K | Buy |
+10,308
| New | +$631K | 0.2% | 30 |
|