Avenir Corporation’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 | $900K | Sell |
8,345
-409
| -5% | -$44.1K | 0.09% | 42 |
|
2025
Q1 | $1.04M | Sell |
8,754
-30
| -0.3% | -$3.57K | 0.11% | 35 |
|
2024
Q4 | $945K | Hold |
8,784
| – | – | 0.1% | 40 |
|
2024
Q3 | $1.03M | Hold |
8,784
| – | – | 0.1% | 37 |
|
2024
Q2 | $1.01M | Buy |
8,784
+788
| +10% | +$90.7K | 0.1% | 37 |
|
2024
Q1 | $929K | Hold |
7,996
| – | – | 0.08% | 38 |
|
2023
Q4 | $799K | Sell |
7,996
-500
| -6% | -$50K | 0.07% | 41 |
|
2023
Q3 | $999K | Hold |
8,496
| – | – | 0.09% | 36 |
|
2023
Q2 | $911K | Hold |
8,496
| – | – | 0.08% | 39 |
|
2023
Q1 | $932K | Hold |
8,496
| – | – | 0.09% | 38 |
|
2022
Q4 | $937K | Hold |
8,496
| – | – | 0.09% | 38 |
|
2022
Q3 | $742K | Hold |
8,496
| – | – | 0.08% | 40 |
|
2022
Q2 | $728K | Hold |
8,496
| – | – | 0.07% | 41 |
|
2022
Q1 | $702K | Sell |
8,496
-330
| -4% | -$27.3K | 0.06% | 44 |
|
2021
Q4 | $540K | Hold |
8,826
| – | – | 0.04% | 49 |
|
2021
Q3 | $519K | Buy |
8,826
+3,621
| +70% | +$213K | 0.04% | 51 |
|
2021
Q2 | $328K | Hold |
5,205
| – | – | 0.03% | 56 |
|
2021
Q1 | $291K | Buy |
+5,205
| New | +$291K | 0.03% | 59 |
|
2020
Q1 | – | Sell |
-2,895
| Closed | -$202K | – | 70 |
|
2019
Q4 | $202K | Hold |
2,895
| – | – | 0.02% | 71 |
|
2019
Q3 | $204K | Hold |
2,895
| – | – | 0.02% | 67 |
|
2019
Q2 | $222K | Sell |
2,895
-295
| -9% | -$22.6K | 0.02% | 64 |
|
2019
Q1 | $258K | Buy |
+3,190
| New | +$258K | 0.03% | 62 |
|
2018
Q4 | – | Sell |
-3,564
| Closed | -$303K | – | 68 |
|
2018
Q3 | $303K | Sell |
3,564
-56
| -2% | -$4.76K | 0.03% | 62 |
|
2018
Q2 | $299K | Hold |
3,620
| – | – | 0.03% | 64 |
|
2018
Q1 | $270K | Buy |
3,620
+182
| +5% | +$13.6K | 0.03% | 63 |
|
2017
Q4 | $288K | Hold |
3,438
| – | – | 0.03% | 64 |
|
2017
Q3 | $282K | Hold |
3,438
| – | – | 0.02% | 65 |
|
2017
Q2 | $278K | Sell |
3,438
-345
| -9% | -$27.9K | 0.02% | 66 |
|
2017
Q1 | $310K | Buy |
3,783
+460
| +14% | +$37.7K | 0.03% | 64 |
|
2016
Q4 | $300K | Sell |
3,323
-80
| -2% | -$7.22K | 0.03% | 62 |
|
2016
Q3 | $297K | Hold |
3,403
| – | – | 0.03% | 61 |
|
2016
Q2 | $319K | Buy |
3,403
+680
| +25% | +$63.7K | 0.03% | 61 |
|
2016
Q1 | $228K | Sell |
2,723
-25
| -0.9% | -$2.09K | 0.02% | 62 |
|
2015
Q4 | $214K | Hold |
2,748
| – | – | 0.02% | 66 |
|
2015
Q3 | $204K | Hold |
2,748
| – | – | 0.02% | 56 |
|
2015
Q2 | $229K | Sell |
2,748
-1,332
| -33% | -$111K | 0.02% | 55 |
|
2015
Q1 | $347K | Buy |
4,080
+130
| +3% | +$11.1K | 0.03% | 51 |
|
2014
Q4 | $365K | Hold |
3,950
| – | – | 0.03% | 52 |
|
2014
Q3 | $371K | Hold |
3,950
| – | – | 0.03% | 57 |
|
2014
Q2 | $398K | Hold |
3,950
| – | – | 0.03% | 59 |
|
2014
Q1 | $386K | Hold |
3,950
| – | – | 0.03% | 55 |
|
2013
Q4 | $400K | Hold |
3,950
| – | – | 0.04% | 57 |
|
2013
Q3 | $340K | Sell |
3,950
-200
| -5% | -$17.2K | 0.03% | 59 |
|
2013
Q2 | $375K | Buy |
+4,150
| New | +$375K | 0.04% | 59 |
|