Diversified Portfolios Inc’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 | $685K | Buy |
6,355
+2
| +0% | +$216 | 0.07% | 101 |
|
|
2025
Q1 | $756K | Buy |
6,353
+4
| +0.1% | +$476 | 0.08% | 91 |
|
|
2024
Q4 | $683K | Sell |
6,349
-24
| -0.4% | -$2.58K | 0.07% | 98 |
|
|
2024
Q3 | $747K | Sell |
6,373
-4
| -0.1% | -$469 | 0.08% | 89 |
|
|
2024
Q2 | $734K | Sell |
6,377
-1,535
| -19% | -$177K | 0.1% | 85 |
|
|
2024
Q1 | $920K | Sell |
7,912
-588
| -7% | -$68.4K | 0.13% | 71 |
|
|
2023
Q4 | $850K | Buy |
8,500
+493
| +6% | +$49.3K | 0.13% | 72 |
|
|
2023
Q3 | $941K | Buy |
8,007
+30
| +0.4% | +$3.53K | 0.18% | 63 |
|
|
2023
Q2 | $856K | Sell |
7,977
-3,787
| -32% | -$406K | 0.17% | 64 |
|
|
2023
Q1 | $1.29M | Sell |
11,764
-1,654
| -12% | -$181K | 0.29% | 52 |
|
|
2022
Q4 | $1.48M | Sell |
13,418
-1,758
| -12% | -$194K | 0.34% | 40 |
|
|
2022
Q3 | $1.33M | Buy |
15,176
+182
| +1% | +$15.9K | 0.36% | 38 |
|
|
2022
Q2 | $1.28M | Sell |
14,994
-3,134
| -17% | -$268K | 0.36% | 41 |
|
|
2022
Q1 | $1.5M | Sell |
18,128
-324
| -2% | -$26.8K | 0.36% | 45 |
|
|
2021
Q4 | $1.13M | Buy |
18,452
+357
| +2% | +$21.8K | 0.27% | 51 |
|
|
2021
Q3 | $1.06M | Buy |
18,095
+2,582
| +17% | +$152K | 0.29% | 43 |
|
|
2021
Q2 | $979K | Buy |
15,513
+4,430
| +40% | +$280K | 0.37% | 36 |
|
|
2021
Q1 | $619K | Buy |
11,083
+4,922
| +80% | +$275K | 0.2% | 51 |
|
|
2020
Q4 | $254K | Buy |
+6,161
| New | +$254K | 0.09% | 84 |
|
|
2020
Q1 | – | Sell |
-3,273
| Closed | -$228K | – | 68 |
|
|
2019
Q4 | $228K | Sell |
3,273
-3,703
| -53% | -$258K | 0.11% | 58 |
|
|
2019
Q3 | $493K | Buy |
6,976
+3,083
| +79% | +$218K | 0.25% | 32 |
|
|
2019
Q2 | $298K | Sell |
3,893
-4,891
| -56% | -$374K | 0.16% | 37 |
|
|
2019
Q1 | $710K | Buy |
8,784
+2,345
| +36% | +$190K | 0.39% | 24 |
|
|
2018
Q4 | $439K | Buy |
6,439
+636
| +11% | +$43.4K | 0.27% | 31 |
|
|
2018
Q3 | $493K | Sell |
5,803
-136
| -2% | -$11.6K | 0.27% | 28 |
|
|
2018
Q2 | $491K | Sell |
5,939
-167
| -3% | -$13.8K | 0.28% | 30 |
|
|
2018
Q1 | $456K | Buy |
6,106
+167
| +3% | +$12.5K | 0.26% | 29 |
|
|
2017
Q4 | $497K | Hold |
5,939
| – | – | 0.27% | 29 |
|
|
2017
Q3 | $487K | Buy |
+5,939
| New | +$487K | 0.28% | 28 |
|
|
2017
Q2 | – | Sell |
-2,728
| Closed | -$224K | – | 50 |
|
|
2017
Q1 | $224K | Buy |
+2,728
| New | +$224K | 0.14% | 44 |
|
|
2016
Q3 | – | Sell |
-2,177
| Closed | -$204K | – | 55 |
|
|
2016
Q2 | $204K | Sell |
2,177
-499
| -19% | -$46.8K | 0.13% | 50 |
|
|
2016
Q1 | $224K | Sell |
2,676
-468
| -15% | -$39.2K | 0.14% | 44 |
|
|
2015
Q4 | $245K | Sell |
3,144
-212
| -6% | -$16.5K | 0.16% | 40 |
|
|
2015
Q3 | $250K | Buy |
+3,356
| New | +$250K | 0.17% | 42 |
|
|
2015
Q2 | – | Sell |
-2,447
| Closed | -$208K | – | 56 |
|
|
2015
Q1 | $208K | Sell |
2,447
-7,124
| -74% | -$606K | 0.13% | 49 |
|
|
2014
Q4 | $885K | Buy |
+9,571
| New | +$885K | 0.53% | 23 |
|