Colorado 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 | $398K | Buy |
3,690
+42
| +1% | +$4.53K | 0.17% | 72 |
|
|
2025
Q1 | $434K | Hold |
3,648
| – | – | 0.2% | 71 |
|
|
2024
Q4 | $392K | Sell |
3,648
-19
| -0.5% | -$2.04K | 0.19% | 70 |
|
|
2024
Q3 | $430K | Buy |
3,667
+19
| +0.5% | +$2.23K | 0.21% | 71 |
|
|
2024
Q2 | $420K | Hold |
3,648
| – | – | 0.23% | 72 |
|
|
2024
Q1 | $424K | Buy |
+3,648
| New | +$424K | 0.25% | 64 |
|
|
2018
Q4 | – | Sell |
-2,814
| Closed | -$239K | – | 88 |
|
|
2018
Q3 | $239K | Buy |
2,814
+139
| +5% | +$11.8K | 0.17% | 76 |
|
|
2018
Q2 | $221K | Sell |
2,675
-74
| -3% | -$6.11K | 0.15% | 85 |
|
|
2018
Q1 | $205K | Sell |
2,749
-84
| -3% | -$6.26K | 0.14% | 83 |
|
|
2017
Q4 | $237K | Sell |
2,833
-47
| -2% | -$3.93K | 0.17% | 73 |
|
|
2017
Q3 | $236K | Buy |
2,880
+4
| +0.1% | +$328 | 0.18% | 68 |
|
|
2017
Q2 | $232K | Buy |
2,876
+4
| +0.1% | +$323 | 0.18% | 66 |
|
|
2017
Q1 | $235K | Buy |
+2,872
| New | +$235K | 0.2% | 63 |
|