Beck Capital 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 Sell
12,537
-129
-1% -$13.9K 0.34% 73
2025
Q1
$1.51M Sell
12,666
-361
-3% -$42.9K 0.44% 69
2024
Q4
$1.4M Buy
13,027
+30
+0.2% +$3.23K 0.37% 71
2024
Q3
$1.52M Buy
12,997
+933
+8% +$109K 0.41% 80
2024
Q2
$1.39M Buy
12,064
+470
+4% +$54.1K 0.38% 80
2024
Q1
$1.35M Buy
11,594
+631
+6% +$73.3K 0.39% 80
2023
Q4
$1.1M Sell
10,963
-21,996
-67% -$2.2M 0.38% 82
2023
Q3
$3.88M Sell
32,959
-6,342
-16% -$746K 1.49% 19
2023
Q2
$4.22M Sell
39,301
-1,859
-5% -$199K 1.66% 15
2023
Q1
$4.51M Buy
41,160
+12,104
+42% +$1.33M 1.92% 8
2022
Q4
$3.2M Buy
29,056
+399
+1% +$44K 1.35% 16
2022
Q3
$2.5M Sell
28,657
-185
-0.6% -$16.2K 1.07% 32
2022
Q2
$2.47M Sell
28,842
-5,243
-15% -$449K 1.11% 34
2022
Q1
$2.82M Sell
34,085
-22,049
-39% -$1.82M 0.86% 45
2021
Q4
$3.44M Buy
56,134
+58
+0.1% +$3.55K 1.06% 33
2021
Q3
$3.3M Buy
56,076
+1,334
+2% +$78.5K 1.11% 34
2021
Q2
$3.45M Buy
54,742
+294
+0.5% +$18.5K 1.16% 33
2021
Q1
$3.04M Buy
54,448
+43,087
+379% +$2.41M 1.15% 39
2020
Q4
$468K Sell
11,361
-116
-1% -$4.78K 0.19% 87
2020
Q3
$394K Sell
11,477
-200
-2% -$6.87K 0.22% 61
2020
Q2
$522K Buy
11,677
+300
+3% +$13.4K 0.26% 64
2020
Q1
$432K Sell
11,377
-512
-4% -$19.4K 0.4% 49
2019
Q4
$830K Sell
11,889
-400
-3% -$27.9K 0.41% 60
2019
Q3
$868K Sell
12,289
-500
-4% -$35.3K 0.47% 53
2019
Q2
$980K Sell
12,789
-2,025
-14% -$155K 0.52% 51
2019
Q1
$1.2M Buy
14,814
+926
+7% +$74.8K 0.57% 55
2018
Q4
$947K Hold
13,888
0.81% 32
2018
Q3
$1.18M Hold
13,888
0.51% 52
2018
Q2
$1.15M Buy
13,888
+28
+0.2% +$2.32K 0.56% 47
2018
Q1
$1.03M Sell
13,860
-677
-5% -$50.5K 0.48% 52
2017
Q4
$1.22M Buy
14,537
+105
+0.7% +$8.78K 0.54% 53
2017
Q3
$1.18M Sell
14,432
-100
-0.7% -$8.2K 0.56% 51
2017
Q2
$1.18M Hold
14,532
0.61% 50
2017
Q1
$1.19M Buy
14,532
+5
+0% +$410 0.63% 49
2016
Q4
$1.31M Sell
14,527
-13,569
-48% -$1.22M 0.74% 52
2016
Q3
$2.45M Sell
28,096
-5,561
-17% -$485K 1.49% 31
2016
Q2
$3.16M Buy
33,657
+16,225
+93% +$1.52M 2.01% 14
2016
Q1
$1.46M Buy
17,432
+945
+6% +$79K 1.01% 38
2015
Q4
$1.29M Sell
16,487
-695
-4% -$54.2K 0.76% 46
2015
Q3
$1.34M Sell
17,182
-723
-4% -$56.3K 0.93% 41
2015
Q2
$1.49M Buy
17,905
+527
+3% +$43.9K 0.8% 43
2015
Q1
$1.48M Buy
17,378
+14,645
+536% +$1.24M 0.84% 36
2014
Q4
$253K Buy
+2,733
New +$253K 0.15% 126
2014
Q3
Sell
-2,487
Closed -$250K 173
2014
Q2
$250K Sell
2,487
-215
-8% -$21.6K 0.17% 130
2014
Q1
$264K Sell
2,702
-550
-17% -$53.7K 0.2% 125
2013
Q4
$309K Buy
+3,252
New +$309K 0.25% 106