Davidson Trust 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 | $3.99M | Sell |
37,039
-3,452
| -9% | -$372K | 1.84% | 10 |
|
|
2025
Q1 | $4.82M | Buy |
40,491
+4,747
| +13% | +$565K | 2.3% | 7 |
|
|
2024
Q4 | $3.84M | Buy |
35,744
+438
| +1% | +$47.1K | 1.98% | 7 |
|
|
2024
Q3 | $4.14M | Buy |
35,306
+22,964
| +186% | +$2.69M | 2.13% | 6 |
|
|
2024
Q2 | $1.42M | Sell |
12,342
-20,088
| -62% | -$2.31M | 0.98% | 31 |
|
|
2024
Q1 | $3.77M | Buy |
32,430
+2,583
| +9% | +$300K | 2.2% | 7 |
|
|
2023
Q4 | $2.98M | Buy |
29,847
+220
| +0.7% | +$22K | 1.92% | 11 |
|
|
2023
Q3 | $3.48M | Sell |
29,627
-1,014
| -3% | -$119K | 2.58% | 6 |
|
|
2023
Q2 | $3.29M | Sell |
30,641
-78
| -0.3% | -$8.37K | 2.38% | 7 |
|
|
2023
Q1 | $3.37M | Buy |
30,719
+365
| +1% | +$40K | 2.59% | 6 |
|
|
2022
Q4 | $3.35M | Sell |
30,354
-230
| -0.8% | -$25.4K | 2.96% | 5 |
|
|
2022
Q3 | $2.67M | Sell |
30,584
-158
| -0.5% | -$13.8K | 2.57% | 7 |
|
|
2022
Q2 | $2.63M | Sell |
30,742
-164
| -0.5% | -$14K | 2.35% | 8 |
|
|
2022
Q1 | $2.55M | Sell |
30,906
-10,670
| -26% | -$881K | 1.9% | 13 |
|
|
2021
Q4 | $2.54M | Sell |
41,576
-160
| -0.4% | -$9.79K | 1.75% | 15 |
|
|
2021
Q3 | $2.46M | Buy |
41,736
+210
| +0.5% | +$12.4K | 1.87% | 15 |
|
|
2021
Q2 | $2.62M | Buy |
41,526
+3,350
| +9% | +$211K | 2.04% | 12 |
|
|
2021
Q1 | $2.13M | Sell |
38,176
-19
| -0% | -$1.06K | 1.79% | 14 |
|
|
2020
Q4 | $1.57M | Sell |
38,195
-12,535
| -25% | -$517K | 1.35% | 18 |
|
|
2020
Q3 | $1.74M | Buy |
50,730
+1,059
| +2% | +$36.3K | 1.58% | 16 |
|
|
2020
Q2 | $2.22M | Sell |
49,671
-2,516
| -5% | -$112K | 2.16% | 8 |
|
|
2020
Q1 | $1.98M | Sell |
52,187
-5,291
| -9% | -$201K | 2.44% | 8 |
|
|
2019
Q4 | $4.01M | Buy |
+57,478
| New | +$4.01M | 4.04% | 5 |
|