Burns Matteson 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 | $217K | Buy |
2,010
+4
| +0.2% | +$431 | 0.1% | 167 |
|
|
2025
Q1 | $239K | Sell |
2,006
-69
| -3% | -$8.21K | 0.13% | 141 |
|
|
2024
Q4 | $223K | Sell |
2,075
-14
| -0.7% | -$1.51K | 0.13% | 135 |
|
|
2024
Q3 | $245K | Buy |
2,089
+4
| +0.2% | +$469 | 0.14% | 130 |
|
|
2024
Q2 | $240K | Hold |
2,085
| – | – | 0.15% | 127 |
|
|
2024
Q1 | $242K | Sell |
2,085
-82
| -4% | -$9.53K | 0.16% | 133 |
|
|
2023
Q4 | $217K | Sell |
2,167
-1,056
| -33% | -$106K | 0.15% | 124 |
|
|
2023
Q3 | $379K | Buy |
3,223
+47
| +1% | +$5.53K | 0.24% | 109 |
|
|
2023
Q2 | $341K | Buy |
3,176
+941
| +42% | +$101K | 0.21% | 114 |
|
|
2023
Q1 | $245K | Hold |
2,235
| – | – | 0.16% | 124 |
|
|
2022
Q4 | $247K | Sell |
2,235
-2,995
| -57% | -$330K | 0.16% | 127 |
|
|
2022
Q3 | $457K | Buy |
+5,230
| New | +$457K | 0.34% | 44 |
|