Broadleaf Partners’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 | $519K | Hold |
4,812
| – | – | 0.11% | 55 |
|
|
2025
Q1 | $572K | Hold |
4,812
| – | – | 0.15% | 55 |
|
|
2024
Q4 | $518K | Sell |
4,812
-1,645
| -25% | -$177K | 0.12% | 55 |
|
|
2024
Q3 | $757K | Hold |
6,457
| – | – | 0.18% | 50 |
|
|
2024
Q2 | $743K | Hold |
6,457
| – | – | 0.18% | 46 |
|
|
2024
Q1 | $751K | Hold |
6,457
| – | – | 0.19% | 49 |
|
|
2023
Q4 | $646K | Hold |
6,457
| – | – | 0.19% | 51 |
|
|
2023
Q3 | $759K | Hold |
6,457
| – | – | 0.25% | 44 |
|
|
2023
Q2 | $693K | Buy |
6,457
+1,550
| +32% | +$166K | 0.23% | 46 |
|
|
2023
Q1 | $538K | Hold |
4,907
| – | – | 0.19% | 49 |
|
|
2022
Q4 | $541K | Hold |
4,907
| – | – | 0.21% | 48 |
|
|
2022
Q3 | $428K | Buy |
4,907
+1,430
| +41% | +$125K | 0.18% | 49 |
|
|
2022
Q2 | $298K | Hold |
3,477
| – | – | 0.12% | 56 |
|
|
2022
Q1 | $287K | Hold |
3,477
| – | – | 0.1% | 60 |
|
|
2021
Q4 | $213K | Hold |
3,477
| – | – | 0.07% | 71 |
|
|
2021
Q3 | $205K | Hold |
3,477
| – | – | 0.07% | 71 |
|
|
2021
Q2 | $219K | Buy |
+3,477
| New | +$219K | 0.08% | 72 |
|
|
2020
Q1 | – | Sell |
-3,746
| Closed | -$261K | – | 68 |
|
|
2019
Q4 | $261K | Buy |
+3,746
| New | +$261K | 0.14% | 57 |
|
|
2018
Q1 | – | Sell |
-2,780
| Closed | -$233K | – | 57 |
|
|
2017
Q4 | $233K | Buy |
+2,780
| New | +$233K | 0.19% | 46 |
|