DDD Partners’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 | $880K | Buy |
8,165
+1,354
| +20% | +$146K | 0.09% | 63 |
|
|
2025
Q1 | $810K | Buy |
6,811
+96
| +1% | +$11.4K | 0.1% | 61 |
|
|
2024
Q4 | $722K | Buy |
6,715
+80
| +1% | +$8.61K | 0.09% | 60 |
|
|
2024
Q3 | $778K | Buy |
6,635
+4
| +0.1% | +$469 | 0.08% | 59 |
|
|
2024
Q2 | $763K | Buy |
6,631
+3
| +0% | +$345 | 0.09% | 60 |
|
|
2024
Q1 | $770K | Sell |
6,628
-98
| -1% | -$11.4K | 0.09% | 58 |
|
|
2023
Q4 | $672K | Sell |
6,726
-16
| -0.2% | -$1.6K | 0.09% | 58 |
|
|
2023
Q3 | $718K | Buy |
6,742
+357
| +6% | +$38K | 0.1% | 56 |
|
|
2023
Q2 | $685K | Hold |
6,385
| – | – | 0.09% | 58 |
|
|
2023
Q1 | $700K | Buy |
6,385
+57
| +0.9% | +$6.25K | 0.11% | 51 |
|
|
2022
Q4 | $698K | Hold |
6,328
| – | – | 0.11% | 45 |
|
|
2022
Q3 | $552K | Hold |
6,328
| – | – | 0.1% | 53 |
|
|
2022
Q2 | $542K | Hold |
6,328
| – | – | 0.09% | 50 |
|
|
2022
Q1 | $523K | Hold |
6,328
| – | – | 0.07% | 56 |
|
|
2021
Q4 | $387K | Buy |
6,328
+1,282
| +25% | +$78.4K | 0.05% | 71 |
|
|
2021
Q3 | $297K | Hold |
5,046
| – | – | 0.04% | 60 |
|
|
2021
Q2 | $318K | Hold |
5,046
| – | – | 0.05% | 57 |
|
|
2021
Q1 | $282K | Buy |
+5,046
| New | +$282K | 0.05% | 58 |
|
|
2020
Q2 | – | Sell |
-136,295
| Closed | -$5.18M | – | 46 |
|
|
2020
Q1 | $5.18M | Buy |
+136,295
| New | +$5.18M | 1.8% | 22 |
|
|
2019
Q2 | – | Sell |
-39,639
| Closed | -$3.2M | – | 51 |
|
|
2019
Q1 | $3.2M | Buy |
39,639
+594
| +2% | +$48K | 1.1% | 28 |
|
|
2018
Q4 | $2.66M | Sell |
39,045
-25,713
| -40% | -$1.75M | 0.99% | 33 |
|
|
2018
Q3 | $5.51M | Buy |
64,758
+470
| +0.7% | +$40K | 1.95% | 22 |
|
|
2018
Q2 | $5.32M | Buy |
64,288
+1,012
| +2% | +$83.7K | 2.16% | 23 |
|
|
2018
Q1 | $4.72M | Buy |
63,276
+1,401
| +2% | +$105K | 1.9% | 27 |
|
|
2017
Q4 | $5.18M | Buy |
+61,875
| New | +$5.18M | 2.01% | 25 |
|