Cox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,504
| Closed | -$175K | – | 192 |
|
|
2020
Q1 | $175K | Buy |
+2,504
| New | +$175K | 0.15% | 76 |
|
|
2019
Q4 | – | Sell |
-3,204
| Closed | -$226K | – | 75 |
|
|
2019
Q3 | $226K | Sell |
3,204
-1,933
| -38% | -$136K | 0.22% | 69 |
|
|
2019
Q2 | $394K | Sell |
5,137
-1,260
| -20% | -$96.6K | 0.4% | 62 |
|
|
2019
Q1 | $517K | Hold |
6,397
| – | – | 0.56% | 57 |
|
|
2018
Q4 | $457K | Buy |
6,397
+3,389
| +113% | +$242K | 0.54% | 55 |
|
|
2018
Q3 | $256K | Buy |
+3,008
| New | +$256K | 0.27% | 64 |
|