Disciplined Equity 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 | $145K | Hold |
1,347
| – | – | 0.09% | 44 |
|
|
2025
Q1 | $160K | Hold |
1,347
| – | – | 0.11% | 44 |
|
|
2024
Q4 | $145K | Sell |
1,347
-1,032
| -43% | -$111K | 0.09% | 50 |
|
|
2024
Q3 | $279K | Hold |
2,379
| – | – | 0.18% | 46 |
|
|
2024
Q2 | $274K | Buy |
2,379
+1,347
| +131% | +$155K | 0.18% | 44 |
|
|
2024
Q1 | $120K | Sell |
1,032
-392
| -28% | -$45.6K | 0.08% | 49 |
|
|
2023
Q4 | $142K | Buy |
+1,424
| New | +$142K | 0.1% | 52 |
|
|
2022
Q3 | – | Sell |
-25,126
| Closed | -$2.15M | – | 72 |
|
|
2022
Q2 | $2.15M | Sell |
25,126
-634
| -2% | -$54.3K | 1.95% | 7 |
|
|
2022
Q1 | $2.06M | Sell |
25,760
-4,200
| -14% | -$336K | 2.07% | 7 |
|
|
2021
Q4 | $1.83M | Buy |
+29,960
| New | +$1.83M | 1.77% | 11 |
|