DIP
Davis Investment Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Sell |
34,449
-78
| -0.2% | -$8.52K | 1.35% | 12 |
|
|
2025
Q1 | $3.57M | Buy |
34,527
+4,967
| +17% | +$514K | 1.58% | 10 |
|
|
2024
Q4 | $3.15M | Buy |
29,560
+2,170
| +8% | +$231K | 1.33% | 12 |
|
|
2024
Q3 | $3.33M | Buy |
27,390
+229
| +0.8% | +$27.8K | 1.39% | 11 |
|
|
2024
Q2 | $3.08M | Sell |
27,161
-1,990
| -7% | -$225K | 1.26% | 12 |
|
|
2024
Q1 | $3.56M | Buy |
29,151
+1,137
| +4% | +$139K | 1.56% | 10 |
|
|
2023
Q4 | $2.87M | Sell |
28,014
-1,204
| -4% | -$123K | 1.39% | 12 |
|
|
2023
Q3 | $3.18M | Buy |
29,218
+2,460
| +9% | +$268K | 1.7% | 7 |
|
|
2023
Q2 | $2.77M | Sell |
26,758
-1,452
| -5% | -$150K | 1.32% | 12 |
|
|
2023
Q1 | $3.24M | Sell |
28,210
-37
| -0.1% | -$4.26K | 1.72% | 8 |
|
|
2022
Q4 | $3.33M | Buy |
+28,247
| New | +$3.33M | 1.68% | 7 |
|