Delta Investment Management’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
$1.39M Sell
12,927
-3,989
-24% -$430K 0.27% 68
2025
Q1
$2.01M Buy
16,916
+4,149
+32% +$493K 0.41% 47
2024
Q4
$1.37M Sell
12,767
-1,925
-13% -$207K 0.27% 64
2024
Q3
$1.72M Sell
14,692
-65
-0.4% -$7.62K 0.35% 49
2024
Q2
$1.7M Buy
14,757
+367
+3% +$42.2K 0.37% 45
2024
Q1
$1.67M Sell
14,390
-230
-2% -$26.7K 0.38% 47
2023
Q4
$1.46M Buy
14,620
+85
+0.6% +$8.5K 0.36% 46
2023
Q3
$1.71M Buy
14,535
+991
+7% +$117K 0.47% 37
2023
Q2
$1.45M Sell
13,544
-694
-5% -$74.4K 0.4% 47
2023
Q1
$1.56M Buy
14,238
+105
+0.7% +$11.5K 0.45% 40
2022
Q4
$1.56M Buy
14,133
+948
+7% +$105K 0.51% 42
2022
Q3
$1.15M Buy
13,185
+5,821
+79% +$508K 0.5% 53
2022
Q2
$631K Sell
7,364
-568
-7% -$48.7K 0.29% 65
2022
Q1
$655K Sell
7,932
-3
-0% -$248 0.19% 66
2021
Q4
$486K Sell
7,935
-3,282
-29% -$201K 0.14% 100
2021
Q3
$660K Buy
11,217
+288
+3% +$16.9K 0.21% 84
2021
Q2
$689K Sell
10,929
-312
-3% -$19.7K 0.2% 85
2021
Q1
$628K Sell
11,241
-2,961
-21% -$165K 0.2% 83
2020
Q4
$585K Sell
14,202
-94
-0.7% -$3.87K 0.19% 95
2020
Q3
$490K Sell
14,296
-5,693
-28% -$195K 0.27% 60
2020
Q2
$893K Buy
19,989
+4,350
+28% +$194K 0.37% 63
2020
Q1
$593K Sell
15,639
-96
-0.6% -$3.64K 0.45% 35
2019
Q4
$1.1M Buy
15,735
+2,292
+17% +$160K 0.4% 54
2019
Q3
$949K Buy
13,443
+1,672
+14% +$118K 0.5% 52
2019
Q2
$902K Buy
11,771
+4,368
+59% +$335K 0.52% 48
2019
Q1
$598K Buy
7,403
+100
+1% +$8.08K 0.52% 40
2018
Q4
$497K Buy
+7,303
New +$497K 0.47% 21