Barton Investment Management’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 | $1.35M | Hold |
12,549
| – | – | 0.14% | 29 |
|
|
2025
Q1 | $1.49M | Hold |
12,549
| – | – | 0.18% | 26 |
|
|
2024
Q4 | $1.35M | Sell |
12,549
-450
| -3% | -$48.4K | 0.14% | 27 |
|
|
2024
Q3 | $1.52M | Hold |
12,999
| – | – | 0.19% | 27 |
|
|
2024
Q2 | $1.5M | Hold |
12,999
| – | – | 0.2% | 26 |
|
|
2024
Q1 | $1.51M | Hold |
12,999
| – | – | 0.18% | 26 |
|
|
2023
Q4 | $1.3M | Hold |
12,999
| – | – | 0.17% | 28 |
|
|
2023
Q3 | $1.53M | Hold |
12,999
| – | – | 0.25% | 25 |
|
|
2023
Q2 | $1.39M | Hold |
12,999
| – | – | 0.21% | 25 |
|
|
2023
Q1 | $1.43M | Hold |
12,999
| – | – | 0.25% | 24 |
|
|
2022
Q4 | $1.43M | Hold |
12,999
| – | – | 0.28% | 25 |
|
|
2022
Q3 | $1.14M | Hold |
12,999
| – | – | 0.23% | 26 |
|
|
2022
Q2 | $1.11M | Hold |
12,999
| – | – | 0.23% | 26 |
|
|
2022
Q1 | $1.07M | Hold |
12,999
| – | – | 0.14% | 28 |
|
|
2021
Q4 | $795K | Hold |
12,999
| – | – | 0.07% | 30 |
|
|
2021
Q3 | $765K | Hold |
12,999
| – | – | 0.06% | 30 |
|
|
2021
Q2 | $819K | Hold |
12,999
| – | – | 0.07% | 29 |
|
|
2021
Q1 | $726K | Sell |
12,999
-1,640
| -11% | -$91.6K | 0.07% | 30 |
|
|
2020
Q4 | $603K | Hold |
14,639
| – | – | 0.05% | 31 |
|
|
2020
Q3 | $502K | Buy |
14,639
+20
| +0.1% | +$686 | 0.05% | 32 |
|
|
2020
Q2 | $654K | Sell |
14,619
-9,563
| -40% | -$428K | 0.07% | 28 |
|
|
2020
Q1 | $918K | Sell |
24,182
-4,652
| -16% | -$177K | 0.14% | 24 |
|
|
2019
Q4 | $2.01M | Sell |
28,834
-600
| -2% | -$41.9K | 0.31% | 19 |
|
|
2019
Q3 | $2.08M | Sell |
29,434
-1,700
| -5% | -$120K | 0.35% | 20 |
|
|
2019
Q2 | $2.39M | Sell |
31,134
-145
| -0.5% | -$11.1K | 0.36% | 19 |
|
|
2019
Q1 | $2.53M | Hold |
31,279
| – | – | 0.42% | 19 |
|
|
2018
Q4 | $2.13M | Hold |
31,279
| – | – | 0.43% | 19 |
|
|
2018
Q3 | $2.66M | Hold |
31,279
| – | – | 0.41% | 19 |
|
|
2018
Q2 | $2.59M | Sell |
31,279
-400
| -1% | -$33.1K | 0.42% | 19 |
|
|
2018
Q1 | $2.36M | Sell |
31,679
-430
| -1% | -$32.1K | 0.44% | 19 |
|
|
2017
Q4 | $2.69M | Sell |
32,109
-250
| -0.8% | -$20.9K | 0.59% | 18 |
|
|
2017
Q3 | $2.65M | Buy |
32,359
+1,372
| +4% | +$112K | 0.63% | 16 |
|
|
2017
Q2 | $2.5M | Sell |
30,987
-160
| -0.5% | -$12.9K | 0.66% | 16 |
|
|
2017
Q1 | $2.55M | Sell |
31,147
-1,900
| -6% | -$156K | 0.74% | 17 |
|
|
2016
Q4 | $2.98M | Sell |
33,047
-1,450
| -4% | -$131K | 0.99% | 14 |
|
|
2016
Q3 | $3.01M | Sell |
34,497
-440
| -1% | -$38.4K | 1.01% | 13 |
|
|
2016
Q2 | $3.27M | Sell |
34,937
-3,703
| -10% | -$347K | 1.19% | 14 |
|
|
2016
Q1 | $3.23M | Sell |
38,640
-377
| -1% | -$31.5K | 0.89% | 18 |
|
|
2015
Q4 | $3.04M | Sell |
39,017
-6,074
| -13% | -$473K | 1% | 14 |
|
|
2015
Q3 | $3.35M | Sell |
45,091
-200
| -0.4% | -$14.9K | 1.22% | 15 |
|
|
2015
Q2 | $3.77M | Sell |
45,291
-3,507
| -7% | -$292K | 1.33% | 14 |
|
|
2015
Q1 | $4.15M | Sell |
48,798
-2,446
| -5% | -$208K | 1.53% | 14 |
|
|
2014
Q4 | $4.74M | Sell |
51,244
-2,247
| -4% | -$208K | 1.81% | 14 |
|
|
2014
Q3 | $5.03M | Buy |
53,491
+6,997
| +15% | +$658K | 1.92% | 12 |
|
|
2014
Q2 | $4.68M | Buy |
46,494
+500
| +1% | +$50.3K | 1.83% | 13 |
|
|
2014
Q1 | $4.49M | Sell |
45,994
-10,778
| -19% | -$1.05M | 1.84% | 13 |
|
|
2013
Q4 | $5.75M | Sell |
56,772
-1,035
| -2% | -$105K | 2.3% | 12 |
|
|
2013
Q3 | $4.97M | Hold |
57,807
| – | – | 2.25% | 12 |
|
|
2013
Q2 | $5.22M | Buy |
+57,807
| New | +$5.22M | 2.7% | 12 |
|