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