Blue Fin Capital’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 | $544K | Buy |
+5,049
| New | +$544K | 0.09% | 93 |
|
|
2024
Q4 | $491K | Buy |
4,569
+765
| +20% | +$82.3K | 0.09% | 96 |
|
|
2024
Q3 | $446K | Sell |
3,804
-113
| -3% | -$13.2K | 0.08% | 100 |
|
|
2024
Q2 | $451K | Hold |
3,917
| – | – | 0.09% | 99 |
|
|
2024
Q1 | $455K | Hold |
3,917
| – | – | 0.1% | 98 |
|
|
2023
Q4 | $392K | Sell |
3,917
-57
| -1% | -$5.7K | 0.1% | 106 |
|
|
2023
Q3 | $467K | Hold |
3,974
| – | – | 0.14% | 91 |
|
|
2023
Q2 | $426K | Buy |
3,974
+50
| +1% | +$5.36K | 0.12% | 98 |
|
|
2023
Q1 | $416K | Hold |
3,924
| – | – | 0.13% | 98 |
|
|
2022
Q4 | $433K | Hold |
3,924
| – | – | 0.16% | 91 |
|
|
2022
Q3 | $342K | Hold |
3,924
| – | – | 0.13% | 97 |
|
|
2022
Q2 | $336K | Buy |
3,924
+98
| +3% | +$8.39K | 0.12% | 103 |
|
|
2022
Q1 | $315K | Buy |
3,826
+57
| +2% | +$4.69K | 0.09% | 108 |
|
|
2021
Q4 | $230K | Sell |
3,769
-44
| -1% | -$2.69K | 0.06% | 124 |
|
|
2021
Q3 | $224K | Sell |
3,813
-194
| -5% | -$11.4K | 0.07% | 121 |
|
|
2021
Q2 | $252K | Hold |
4,007
| – | – | 0.08% | 116 |
|
|
2021
Q1 | $223K | Buy |
+4,007
| New | +$223K | 0.08% | 117 |
|
|
2020
Q3 | – | Sell |
-7,943
| Closed | -$355K | – | 120 |
|
|
2020
Q2 | $355K | Sell |
7,943
-1,295
| -14% | -$57.9K | 0.16% | 86 |
|
|
2020
Q1 | $350K | Sell |
9,238
-12,321
| -57% | -$467K | 0.19% | 90 |
|
|
2019
Q4 | $1.5M | Buy |
21,559
+1,773
| +9% | +$124K | 0.71% | 41 |
|
|
2019
Q3 | $1.4M | Sell |
19,786
-6,632
| -25% | -$468K | 0.73% | 40 |
|
|
2019
Q2 | $2.02M | Sell |
26,418
-493
| -2% | -$37.8K | 1.04% | 26 |
|
|
2019
Q1 | $2.17M | Sell |
26,911
-107
| -0.4% | -$8.64K | 1.14% | 21 |
|
|
2018
Q4 | $1.84M | Sell |
27,018
-4,120
| -13% | -$281K | 1.1% | 22 |
|
|
2018
Q3 | $2.65M | Sell |
31,138
-2,394
| -7% | -$204K | 1.31% | 20 |
|
|
2018
Q2 | $2.77M | Buy |
33,532
+3,675
| +12% | +$304K | 1.48% | 17 |
|
|
2018
Q1 | $2.23M | Buy |
29,857
+760
| +3% | +$56.7K | 1.26% | 23 |
|
|
2017
Q4 | $2.43M | Sell |
29,097
-1,518
| -5% | -$127K | 1.42% | 18 |
|
|
2017
Q3 | $2.51M | Sell |
30,615
-1,520
| -5% | -$125K | 1.54% | 17 |
|
|
2017
Q2 | $2.59M | Buy |
32,135
+459
| +1% | +$37.1K | 1.67% | 14 |
|
|
2017
Q1 | $2.6M | Sell |
31,676
-98
| -0.3% | -$8.04K | 1.59% | 15 |
|
|
2016
Q4 | $2.67M | Buy |
31,774
+4,751
| +18% | +$399K | 1.76% | 11 |
|
|
2016
Q3 | $2.36M | Sell |
27,023
-914
| -3% | -$79.8K | 1.91% | 11 |
|
|
2016
Q2 | $2.62M | Buy |
27,937
+79
| +0.3% | +$7.41K | 2.17% | 7 |
|
|
2016
Q1 | $2.33M | Sell |
27,858
-3,518
| -11% | -$294K | 1.98% | 9 |
|
|
2015
Q4 | $2.45M | Sell |
31,376
-200
| -0.6% | -$15.6K | 1.88% | 11 |
|
|
2015
Q3 | $2.35M | Buy |
31,576
+2,002
| +7% | +$149K | 1.83% | 11 |
|
|
2015
Q2 | $2.46M | Buy |
29,574
+651
| +2% | +$54.2K | 1.77% | 10 |
|
|
2015
Q1 | $2.46M | Buy |
28,923
+295
| +1% | +$25.1K | 1.77% | 9 |
|
|
2014
Q4 | $2.65M | Buy |
28,628
+1,630
| +6% | +$151K | 2% | 8 |
|
|
2014
Q3 | $2.54M | Buy |
26,998
+51
| +0.2% | +$4.8K | 2.01% | 9 |
|
|
2014
Q2 | $2.71M | Sell |
26,947
-113
| -0.4% | -$11.4K | 2.17% | 7 |
|
|
2014
Q1 | $2.64M | Buy |
27,060
+444
| +2% | +$43.4K | 2.33% | 5 |
|
|
2013
Q4 | $2.69M | Buy |
+26,616
| New | +$2.69M | 2.4% | 5 |
|