Biltmore Family Office’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 | $2.81M | Sell |
26,053
-98
| -0.4% | -$10.6K | 0.47% | 42 |
|
|
2025
Q1 | $3.11M | Buy |
26,151
+498
| +2% | +$59.2K | 0.53% | 36 |
|
|
2024
Q4 | $2.76M | Buy |
25,653
+14
| +0.1% | +$1.51K | 0.46% | 40 |
|
|
2024
Q3 | $3.01M | Buy |
25,639
+916
| +4% | +$107K | 0.51% | 34 |
|
|
2024
Q2 | $2.85M | Buy |
24,723
+223
| +0.9% | +$25.7K | 0.52% | 36 |
|
|
2024
Q1 | $2.85M | Buy |
24,500
+34
| +0.1% | +$3.95K | 0.56% | 34 |
|
|
2023
Q4 | $2.45M | Buy |
24,466
+78
| +0.3% | +$7.8K | 0.5% | 37 |
|
|
2023
Q3 | $2.87M | Hold |
24,388
| – | – | 0.65% | 24 |
|
|
2023
Q2 | $2.62M | Sell |
24,388
-84
| -0.3% | -$9.01K | 0.55% | 26 |
|
|
2023
Q1 | $2.68M | Buy |
24,472
+2,539
| +12% | +$278K | 0.57% | 31 |
|
|
2022
Q4 | $2.42M | Buy |
21,933
+500
| +2% | +$55.2K | 0.5% | 31 |
|
|
2022
Q3 | $1.87M | Buy |
21,433
+127
| +0.6% | +$11.1K | 0.43% | 37 |
|
|
2022
Q2 | $1.83M | Sell |
21,306
-878
| -4% | -$75.2K | 0.46% | 41 |
|
|
2022
Q1 | $1.83M | Sell |
22,184
-23,198
| -51% | -$1.92M | 0.39% | 46 |
|
|
2021
Q4 | $2.78M | Buy |
45,382
+14,880
| +49% | +$911K | 0.53% | 35 |
|
|
2021
Q3 | $1.79M | Buy |
30,502
+9,897
| +48% | +$582K | 0.43% | 41 |
|
|
2021
Q2 | $1.3M | Hold |
20,605
| – | – | 0.37% | 45 |
|
|
2021
Q1 | $1.15M | Sell |
20,605
-1,353
| -6% | -$75.5K | 0.36% | 44 |
|
|
2020
Q4 | $905K | Sell |
21,958
-3,850
| -15% | -$159K | 0.27% | 59 |
|
|
2020
Q3 | $886K | Sell |
25,808
-7,794
| -23% | -$268K | 0.49% | 52 |
|
|
2020
Q2 | $1.5M | Sell |
33,602
-5,962
| -15% | -$267K | 0.91% | 26 |
|
|
2020
Q1 | $1.5M | Sell |
39,564
-48,288
| -55% | -$1.83M | 0.99% | 28 |
|
|
2019
Q4 | $6.13M | Sell |
87,852
-4,447
| -5% | -$310K | 2.46% | 8 |
|
|
2019
Q3 | $6.52M | Buy |
92,299
+24,439
| +36% | +$1.73M | 2.81% | 4 |
|
|
2019
Q2 | $5.2M | Sell |
67,860
-5,151
| -7% | -$395K | 2.81% | 4 |
|
|
2019
Q1 | $5.9M | Sell |
73,011
-500
| -0.7% | -$40.4K | 3% | 5 |
|
|
2018
Q4 | $5.01M | Buy |
73,511
+3,334
| +5% | +$227K | 2.83% | 5 |
|
|
2018
Q3 | $5.97M | Sell |
70,177
-708
| -1% | -$60.2K | 2.84% | 5 |
|
|
2018
Q2 | $5.86M | Sell |
70,885
-3,543
| -5% | -$293K | 2.92% | 4 |
|
|
2018
Q1 | $5.55M | Buy |
74,428
+1,500
| +2% | +$112K | 2.47% | 6 |
|
|
2017
Q4 | $6.1M | Buy |
+72,928
| New | +$6.1M | 2.76% | 5 |
|