Capital Insight 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 | $225K | Sell |
2,083
-62
| -3% | -$6.68K | 0.04% | 159 |
|
|
2025
Q1 | $255K | Buy |
2,145
+62
| +3% | +$7.37K | 0.04% | 147 |
|
|
2024
Q4 | $224K | Sell |
2,083
-81
| -4% | -$8.71K | 0.04% | 154 |
|
|
2024
Q3 | $254K | Sell |
2,164
-243
| -10% | -$28.5K | 0.04% | 146 |
|
|
2024
Q2 | $277K | Sell |
2,407
-1,741
| -42% | -$200K | 0.05% | 141 |
|
|
2024
Q1 | $482K | Sell |
4,148
-462
| -10% | -$53.7K | 0.09% | 136 |
|
|
2023
Q4 | $461K | Buy |
4,610
+137
| +3% | +$13.7K | 0.09% | 123 |
|
|
2023
Q3 | $526K | Sell |
4,473
-188
| -4% | -$22.1K | 0.12% | 110 |
|
|
2023
Q2 | $500K | Sell |
4,661
-643
| -12% | -$69K | 0.11% | 116 |
|
|
2023
Q1 | $582K | Buy |
5,304
+24
| +0.5% | +$2.63K | 0.14% | 112 |
|
|
2022
Q4 | $582K | Buy |
5,280
+551
| +12% | +$60.8K | 0.15% | 105 |
|
|
2022
Q3 | $413K | Buy |
4,729
+911
| +24% | +$79.6K | 0.11% | 115 |
|
|
2022
Q2 | $327K | Sell |
3,818
-150
| -4% | -$12.8K | 0.08% | 134 |
|
|
2022
Q1 | $328K | Buy |
+3,968
| New | +$328K | 0.07% | 144 |
|
|
2020
Q4 | – | Sell |
-10,603
| Closed | -$364K | – | 146 |
|
|
2020
Q3 | $364K | Hold |
10,603
| – | – | 0.1% | 129 |
|
|
2020
Q2 | $474K | Hold |
10,603
| – | – | 0.15% | 122 |
|
|
2020
Q1 | $403K | Sell |
10,603
-4,924
| -32% | -$187K | 0.21% | 78 |
|
|
2019
Q4 | $1.08M | Sell |
15,527
-108
| -0.7% | -$7.53K | 0.5% | 63 |
|
|
2019
Q3 | $1.1M | Sell |
15,635
-13,332
| -46% | -$941K | 0.96% | 44 |
|
|
2019
Q2 | $2.22M | Sell |
28,967
-314
| -1% | -$24.1K | 1.93% | 15 |
|
|
2019
Q1 | $2.37M | Buy |
29,281
+547
| +2% | +$44.2K | 2.14% | 12 |
|
|
2018
Q4 | $1.96M | Sell |
28,734
-1,645
| -5% | -$112K | 2.02% | 15 |
|
|
2018
Q3 | $2.58M | Sell |
30,379
-3,637
| -11% | -$309K | 2.27% | 13 |
|
|
2018
Q2 | $2.81M | Sell |
34,016
-9,826
| -22% | -$813K | 2.31% | 13 |
|
|
2018
Q1 | $3.27M | Buy |
43,842
+843
| +2% | +$62.9K | 2.67% | 7 |
|
|
2017
Q4 | $3.6M | Sell |
42,999
-981
| -2% | -$82K | 2.81% | 3 |
|
|
2017
Q3 | $3.61M | Buy |
43,980
+4,564
| +12% | +$374K | 3.04% | 2 |
|
|
2017
Q2 | $3.18M | Sell |
39,416
-2,067
| -5% | -$167K | 2.82% | 4 |
|
|
2017
Q1 | $3.4M | Sell |
41,483
-1,377
| -3% | -$113K | 3.08% | 3 |
|
|
2016
Q4 | $3.87M | Sell |
42,860
-273
| -0.6% | -$24.6K | 3.84% | 1 |
|
|
2016
Q3 | $3.77M | Buy |
43,133
+10,343
| +32% | +$903K | 3.62% | 1 |
|
|
2016
Q2 | $3.07M | Buy |
32,790
+768
| +2% | +$72K | 2.92% | 7 |
|
|
2016
Q1 | $2.68M | Buy |
32,022
+2,670
| +9% | +$223K | 2.72% | 14 |
|
|
2015
Q4 | $2.29M | Sell |
29,352
-8,445
| -22% | -$658K | 2.32% | 21 |
|
|
2015
Q3 | $2.81M | Buy |
37,797
+196
| +0.5% | +$14.6K | 2.63% | 15 |
|
|
2015
Q2 | $3.13M | Buy |
+37,601
| New | +$3.13M | 2.64% | 13 |
|