Contravisory Investment 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
$3.23K Buy
+30
New +$3.23K ﹤0.01% 353
2023
Q2
Sell
-600
Closed -$65.8K 381
2023
Q1
$65.8K Hold
600
0.02% 230
2022
Q4
$66.2K Sell
600
-895
-60% -$98.7K 0.02% 237
2022
Q3
$131K Hold
1,495
0.04% 204
2022
Q2
$128K Hold
1,495
0.04% 208
2022
Q1
$123K Hold
1,495
0.03% 211
2021
Q4
$91K Hold
1,495
0.02% 216
2021
Q3
$88K Hold
1,495
0.03% 216
2021
Q2
$94K Hold
1,495
0.03% 207
2021
Q1
$83K Buy
1,495
+895
+149% +$49.7K 0.03% 196
2020
Q4
$25K Hold
600
0.01% 218
2020
Q3
$21K Sell
600
-6
-1% -$210 0.01% 215
2020
Q2
$29K Hold
606
0.01% 209
2020
Q1
$23K Hold
606
0.01% 233
2019
Q4
$42K Hold
606
0.02% 226
2019
Q3
$43K Hold
606
0.02% 230
2019
Q2
$46K Sell
606
-25
-4% -$1.9K 0.02% 227
2019
Q1
$51K Buy
631
+6
+1% +$485 0.02% 218
2018
Q4
$43K Hold
625
0.02% 219
2018
Q3
$53K Sell
625
-1,287
-67% -$109K 0.02% 188
2018
Q2
$158K Hold
1,912
0.06% 159
2018
Q1
$143K Sell
1,912
-9
-0.5% -$673 0.05% 173
2017
Q4
$161K Sell
1,921
-291
-13% -$24.4K 0.06% 165
2017
Q3
$181K Buy
+2,212
New +$181K 0.06% 155
2017
Q2
Sell
-1,312
Closed -$108K 275
2017
Q1
$108K Hold
1,312
0.04% 150
2016
Q4
$118K Hold
1,312
0.04% 102
2016
Q3
$115K Sell
1,312
-24
-2% -$2.1K 0.04% 87
2016
Q2
$125K Hold
1,336
0.04% 85
2016
Q1
$112K Buy
1,336
+24
+2% +$2.01K 0.03% 92
2015
Q4
$102K Sell
1,312
-300
-19% -$23.3K 0.03% 92
2015
Q3
$120K Sell
1,612
-91,385
-98% -$6.8M 0.03% 87
2015
Q2
$7.74M Sell
92,997
-6,775
-7% -$564K 1.68% 38
2015
Q1
$8.48M Buy
99,772
+38
+0% +$3.23K 1.7% 39
2014
Q4
$9.22M Sell
99,734
-3,259
-3% -$301K 1.86% 36
2014
Q3
$9.69M Sell
102,993
-5,978
-5% -$562K 2.02% 34
2014
Q2
$11M Buy
108,971
+106,763
+4,835% +$10.7M 2.17% 32
2014
Q1
$216K Hold
2,208
0.04% 77
2013
Q4
$223K Hold
2,208
0.04% 56
2013
Q3
$190K Hold
2,208
0.04% 52
2013
Q2
$199K Buy
+2,208
New +$199K 0.04% 54