Deane Retirement Strategies’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 | $4.44M | Buy |
41,169
+1,239
| +3% | +$134K | 1.99% | 20 |
|
|
2025
Q1 | $4.75M | Buy |
39,930
+1,969
| +5% | +$234K | 2.26% | 15 |
|
|
2024
Q4 | $4.08M | Buy |
37,961
+865
| +2% | +$93K | 2.05% | 17 |
|
|
2024
Q3 | $4.35M | Sell |
37,096
-147
| -0.4% | -$17.2K | 2.12% | 13 |
|
|
2024
Q2 | $4.28M | Sell |
37,243
-628
| -2% | -$72.2K | 2.2% | 9 |
|
|
2024
Q1 | $4.4M | Sell |
37,871
-139
| -0.4% | -$16.1K | 2.23% | 12 |
|
|
2023
Q4 | $3.8M | Buy |
38,010
+1,902
| +5% | +$190K | 2.07% | 14 |
|
|
2023
Q3 | $4.25M | Buy |
36,108
+14,761
| +69% | +$1.74M | 2.37% | 7 |
|
|
2023
Q2 | $2.29M | Sell |
21,347
-147
| -0.7% | -$15.8K | 1.26% | 22 |
|
|
2023
Q1 | $2.36M | Buy |
21,494
+22
| +0.1% | +$2.41K | 1.3% | 21 |
|
|
2022
Q4 | $2.37M | Sell |
21,472
-105
| -0.5% | -$11.6K | 1.32% | 18 |
|
|
2022
Q3 | $1.89M | Buy |
21,577
+650
| +3% | +$56.8K | 1.16% | 17 |
|
|
2022
Q2 | $1.83M | Sell |
20,927
-35,352
| -63% | -$3.09M | 1.14% | 21 |
|
|
2022
Q1 | $4.68M | Sell |
56,279
-668
| -1% | -$55.5K | 2.58% | 12 |
|
|
2021
Q4 | $3.48M | Buy |
56,947
+779
| +1% | +$47.6K | 1.84% | 17 |
|
|
2021
Q3 | $3.3M | Buy |
56,168
+17,596
| +46% | +$1.04M | 1.85% | 18 |
|
|
2021
Q2 | $2.43M | Buy |
38,572
+502
| +1% | +$31.7K | 1.34% | 23 |
|
|
2021
Q1 | $2.18M | Buy |
38,070
+786
| +2% | +$45.1K | 1.18% | 28 |
|
|
2020
Q4 | $1.54M | Buy |
37,284
+29
| +0.1% | +$1.2K | 0.94% | 44 |
|
|
2020
Q3 | $1.28M | Buy |
37,255
+35,138
| +1,660% | +$1.21M | 0.87% | 35 |
|
|
2020
Q2 | $95K | Sell |
2,117
-41,600
| -95% | -$1.87M | 0.07% | 40 |
|
|
2020
Q1 | $1.66M | Buy |
43,717
+41,600
| +1,965% | +$1.58M | 1.23% | 18 |
|
|
2019
Q4 | $148K | Hold |
2,117
| – | – | 0.1% | 46 |
|
|
2019
Q3 | $149K | Hold |
2,117
| – | – | 0.11% | 30 |
|
|
2019
Q2 | $162K | Hold |
2,117
| – | – | 0.14% | 30 |
|
|
2019
Q1 | $171K | Hold |
2,117
| – | – | 0.15% | 31 |
|
|
2018
Q4 | $144K | Hold |
2,117
| – | – | 0.13% | 36 |
|
|
2018
Q3 | $180K | Sell |
2,117
-466
| -18% | -$39.6K | 0.16% | 40 |
|
|
2018
Q2 | $214K | Hold |
2,583
| – | – | 0.2% | 42 |
|
|
2018
Q1 | $193K | Hold |
2,583
| – | – | 0.2% | 42 |
|
|
2017
Q4 | $216K | Hold |
2,583
| – | – | 0.2% | 45 |
|
|
2017
Q3 | $212K | Hold |
2,583
| – | – | 0.2% | 42 |
|
|
2017
Q2 | $209K | Sell |
2,583
-885
| -26% | -$71.6K | 0.17% | 46 |
|
|
2017
Q1 | $284K | Hold |
3,468
| – | – | 0.24% | 30 |
|
|
2016
Q4 | $313K | Hold |
3,468
| – | – | 0.28% | 33 |
|
|
2016
Q3 | $303K | Hold |
3,468
| – | – | 0.28% | 31 |
|
|
2016
Q2 | $325K | Sell |
3,468
-500
| -13% | -$46.9K | 0.3% | 27 |
|
|
2016
Q1 | $332K | Sell |
3,968
-500
| -11% | -$41.8K | 0.31% | 33 |
|
|
2015
Q4 | $348K | Sell |
4,468
-350
| -7% | -$27.3K | 0.35% | 29 |
|
|
2015
Q3 | $358K | Hold |
4,818
| – | – | 0.35% | 30 |
|
|
2015
Q2 | $10.1M | Hold |
4,818
| – | – | 10.39% | 3 |
|
|
2015
Q1 | $410K | Hold |
4,818
| – | – | 0.39% | 26 |
|
|
2014
Q4 | $445K | Buy |
+4,818
| New | +$445K | 0.43% | 25 |
|