D.B. Root & Company’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
$1.63M Sell
15,127
-52
-0.3% -$5.61K 0.48% 33
2025
Q1
$1.81M Buy
15,179
+61
+0.4% +$7.26K 0.58% 31
2024
Q4
$1.63M Buy
15,118
+143
+1% +$15.4K 0.52% 35
2024
Q3
$1.76M Sell
14,975
-2,478
-14% -$290K 0.58% 28
2024
Q2
$2.01M Sell
17,453
-5,319
-23% -$612K 0.69% 27
2024
Q1
$2.65M Buy
22,772
+1,276
+6% +$148K 0.89% 20
2023
Q4
$2.15M Sell
21,496
-1,500
-7% -$150K 0.78% 26
2023
Q3
$2.7M Buy
22,996
+1,086
+5% +$128K 1.05% 18
2023
Q2
$2.35M Buy
21,910
+285
+1% +$30.6K 0.89% 19
2023
Q1
$2.37M Sell
21,625
-1,003
-4% -$110K 0.93% 19
2022
Q4
$2.5M Sell
22,628
-61
-0.3% -$6.73K 1.05% 20
2022
Q3
$1.98M Buy
22,689
+728
+3% +$63.6K 0.9% 23
2022
Q2
$1.88M Sell
21,961
-129
-0.6% -$11K 0.81% 24
2022
Q1
$1.82M Sell
22,090
-3,239
-13% -$267K 0.68% 28
2021
Q4
$1.55M Sell
25,329
-2,439
-9% -$149K 0.56% 34
2021
Q3
$1.63M Sell
27,768
-613
-2% -$36.1K 0.64% 31
2021
Q2
$1.79M Sell
28,381
-4,428
-13% -$279K 0.67% 29
2021
Q1
$1.83M Sell
32,809
-3,115
-9% -$174K 0.72% 26
2020
Q4
$1.48M Buy
35,924
+4,540
+14% +$187K 0.59% 37
2020
Q3
$1.08M Buy
31,384
+677
+2% +$23.2K 0.43% 53
2020
Q2
$1.37M Buy
30,707
+7,080
+30% +$317K 0.6% 34
2020
Q1
$897K Buy
23,627
+4,173
+21% +$158K 0.45% 60
2019
Q4
$1.36M Sell
19,454
-17
-0.1% -$1.19K 0.6% 33
2019
Q3
$1.37M Buy
19,471
+301
+2% +$21.2K 0.64% 32
2019
Q2
$1.47M Sell
19,170
-1,838
-9% -$141K 0.65% 35
2019
Q1
$1.7M Buy
21,008
+50
+0.2% +$4.04K 0.72% 31
2018
Q4
$1.43M Buy
20,958
+8
+0% +$545 0.71% 31
2018
Q3
$1.78M Buy
20,950
+149
+0.7% +$12.7K 0.78% 25
2018
Q2
$1.72M Sell
20,801
-1,036
-5% -$85.7K 0.81% 25
2018
Q1
$1.63M Sell
21,837
-708
-3% -$52.8K 0.86% 22
2017
Q4
$1.89M Buy
+22,545
New +$1.89M 1.62% 14