D. Scott Neal’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 | $284K | Sell |
2,634
-5
| -0.2% | -$539 | 0.14% | 47 |
|
2025
Q1 | $314K | Buy |
2,639
+5
| +0.2% | +$595 | 0.17% | 40 |
|
2024
Q4 | $283K | Sell |
2,634
-100
| -4% | -$10.8K | 0.16% | 46 |
|
2024
Q3 | $320K | Hold |
2,734
| – | – | 0.17% | 46 |
|
2024
Q2 | $315K | Hold |
2,734
| – | – | 0.18% | 50 |
|
2024
Q1 | $318K | Sell |
2,734
-5
| -0.2% | -$581 | 0.21% | 49 |
|
2023
Q4 | $274K | Sell |
2,739
-73,572
| -96% | -$7.36M | 0.24% | 49 |
|
2023
Q3 | $8.97M | Sell |
76,311
-5,057
| -6% | -$595K | 7.67% | 2 |
|
2023
Q2 | $8.73M | Buy |
81,368
+2,973
| +4% | +$319K | 6.56% | 4 |
|
2023
Q1 | $8.6M | Buy |
78,395
+73,838
| +1,620% | +$8.1M | 4.8% | 4 |
|
2022
Q4 | $503K | Buy |
4,557
+1,164
| +34% | +$128K | 0.24% | 36 |
|
2022
Q3 | $296K | Sell |
3,393
-355
| -9% | -$31K | 0.12% | 48 |
|
2022
Q2 | $321K | Buy |
3,748
+355
| +10% | +$30.4K | 0.13% | 46 |
|
2022
Q1 | $280K | Sell |
3,393
-49
| -1% | -$4.04K | 0.11% | 56 |
|
2021
Q4 | $211K | Sell |
3,442
-2,754
| -44% | -$169K | 0.08% | 56 |
|
2021
Q3 | $364K | Sell |
6,196
-321
| -5% | -$18.9K | 0.15% | 34 |
|
2021
Q2 | $411K | Hold |
6,517
| – | – | 0.19% | 31 |
|
2021
Q1 | $364K | Sell |
6,517
-1,025
| -14% | -$57.3K | 0.16% | 29 |
|
2020
Q4 | $311K | Hold |
7,542
| – | – | 0.15% | 30 |
|
2020
Q3 | $259K | Sell |
7,542
-550
| -7% | -$18.9K | 0.15% | 31 |
|
2020
Q2 | $362K | Hold |
8,092
| – | – | 0.23% | 23 |
|
2020
Q1 | $307K | Buy |
8,092
+5,154
| +175% | +$196K | 0.18% | 24 |
|
2019
Q4 | $205K | Buy |
+2,938
| New | +$205K | 0.1% | 41 |
|
2018
Q3 | – | Sell |
-2,113
| Closed | -$175K | – | 66 |
|
2018
Q2 | $175K | Sell |
2,113
-26
| -1% | -$2.15K | 0.1% | 38 |
|
2018
Q1 | $160K | Buy |
2,139
+19
| +0.9% | +$1.42K | 0.09% | 46 |
|
2017
Q4 | $177K | Sell |
2,120
-125
| -6% | -$10.4K | 0.11% | 45 |
|
2017
Q3 | $184K | Sell |
2,245
-2,141
| -49% | -$175K | 0.11% | 41 |
|
2017
Q2 | $354K | Hold |
4,386
| – | – | 0.24% | 31 |
|
2017
Q1 | $360K | Sell |
4,386
-500
| -10% | -$41K | 0.23% | 31 |
|
2016
Q4 | $441K | Buy |
4,886
+474
| +11% | +$42.8K | 0.31% | 24 |
|
2016
Q3 | $385K | Sell |
4,412
-2,328
| -35% | -$203K | 0.3% | 21 |
|
2016
Q2 | $632K | Buy |
6,740
+71
| +1% | +$6.66K | 0.56% | 15 |
|
2016
Q1 | $557K | Buy |
6,669
+26
| +0.4% | +$2.17K | 0.52% | 16 |
|
2015
Q4 | $518K | Sell |
6,643
-1,850
| -22% | -$144K | 0.41% | 21 |
|
2015
Q3 | $631K | Sell |
8,493
-181
| -2% | -$13.4K | 0.53% | 16 |
|
2015
Q2 | $722K | Sell |
8,674
-459
| -5% | -$38.2K | 0.5% | 22 |
|
2015
Q1 | $776K | Buy |
9,133
+2
| +0% | +$170 | 0.56% | 16 |
|
2014
Q4 | $844K | Buy |
9,131
+87
| +1% | +$8.04K | 0.59% | 15 |
|
2014
Q3 | $851K | Sell |
9,044
-48
| -0.5% | -$4.52K | 0.68% | 15 |
|
2014
Q2 | $915K | Buy |
9,092
+460
| +5% | +$46.3K | 0.72% | 16 |
|
2014
Q1 | $843K | Buy |
8,632
+225
| +3% | +$22K | 0.71% | 20 |
|
2013
Q4 | $851K | Buy |
+8,407
| New | +$851K | 0.76% | 16 |
|