DAM
Doheny Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Sell |
55,713
-351
| -0.6% | -$37.8K | 4.21% | 5 |
|
|
2025
Q1 | $6.67M | Sell |
56,064
-1,503
| -3% | -$179K | 5.22% | 4 |
|
|
2024
Q4 | $6.19M | Sell |
57,567
-600
| -1% | -$64.5K | 4.62% | 4 |
|
|
2024
Q3 | $6.82M | Buy |
58,167
+60
| +0.1% | +$7.03K | 4.66% | 4 |
|
|
2024
Q2 | $6.69M | Buy |
58,107
+38,066
| +190% | +$4.38M | 4.77% | 4 |
|
|
2024
Q1 | $2.33M | Sell |
20,041
-723
| -3% | -$84.1K | 1.92% | 19 |
|
|
2023
Q4 | $2.08M | Sell |
20,764
-2,290
| -10% | -$229K | 2.03% | 18 |
|
|
2023
Q3 | $2.71M | Sell |
23,054
-2,000
| -8% | -$235K | 2.63% | 12 |
|
|
2023
Q2 | $2.69M | Sell |
25,054
-250
| -1% | -$26.8K | 2.3% | 13 |
|
|
2023
Q1 | $2.78M | Buy |
25,304
+7,849
| +45% | +$861K | 2.49% | 14 |
|
|
2022
Q4 | $1.93M | Sell |
17,455
-8,075
| -32% | -$891K | 2.23% | 16 |
|
|
2022
Q3 | $2.23M | Buy |
+25,530
| New | +$2.23M | 2.23% | 14 |
|
|
2022
Q1 | $2.15M | Hold |
26,030
| – | – | 1.57% | 23 |
|
|
2021
Q4 | $1.59M | Sell |
26,030
-4,000
| -13% | -$245K | 1.12% | 26 |
|
|
2021
Q3 | $1.77M | Sell |
30,030
-250
| -0.8% | -$14.7K | 1.26% | 25 |
|
|
2021
Q2 | $1.91M | Buy |
30,280
+500
| +2% | +$31.5K | 1.23% | 28 |
|
|
2021
Q1 | $1.66M | Buy |
29,780
+12,300
| +70% | +$687K | 1.13% | 29 |
|
|
2020
Q4 | $721K | Buy |
+17,480
| New | +$721K | 0.5% | 53 |
|
|
2020
Q3 | – | Sell |
-6,793
| Closed | -$304K | – | 100 |
|
|
2020
Q2 | $304K | Sell |
6,793
-4,195
| -38% | -$188K | 0.29% | 70 |
|
|
2020
Q1 | $767K | Hold |
10,988
| – | – | 0.61% | 52 |
|
|
2019
Q4 | $767K | Buy |
10,988
+170
| +2% | +$11.9K | 0.61% | 52 |
|
|
2019
Q3 | $764K | Hold |
10,818
| – | – | 0.66% | 50 |
|
|
2019
Q2 | $829K | Hold |
10,818
| – | – | 0.69% | 48 |
|
|
2019
Q1 | $874K | Buy |
10,818
+350
| +3% | +$28.3K | 0.74% | 44 |
|
|
2018
Q4 | $714K | Sell |
10,468
-4,850
| -32% | -$331K | 0.52% | 48 |
|
|
2018
Q3 | $1.3M | Hold |
15,318
| – | – | 0.68% | 43 |
|
|
2018
Q2 | $1.27M | Buy |
15,318
+1,225
| +9% | +$101K | 0.69% | 42 |
|
|
2018
Q1 | $1.05M | Sell |
14,093
-1,000
| -7% | -$74.6K | 0.55% | 51 |
|
|
2017
Q4 | $1.26M | Sell |
15,093
-25
| -0.2% | -$2.09K | 0.59% | 48 |
|
|
2017
Q3 | $1.24M | Sell |
15,118
-800
| -5% | -$65.6K | 0.57% | 49 |
|
|
2017
Q2 | $1.29M | Sell |
15,918
-375
| -2% | -$30.3K | 0.6% | 44 |
|
|
2017
Q1 | $1.34M | Sell |
16,293
-2,420
| -13% | -$198K | 0.6% | 42 |
|
|
2016
Q4 | $1.69M | Buy |
18,713
+744
| +4% | +$67.2K | 0.82% | 39 |
|
|
2016
Q3 | $1.57M | Sell |
17,969
-30
| -0.2% | -$2.62K | 0.81% | 38 |
|
|
2016
Q2 | $1.69M | Hold |
17,999
| – | – | 0.85% | 36 |
|
|
2016
Q1 | $1.51M | Hold |
17,999
| – | – | 0.78% | 37 |
|
|
2015
Q4 | $1.4M | Sell |
17,999
-50
| -0.3% | -$3.9K | 0.69% | 44 |
|
|
2015
Q3 | $1.34M | Sell |
18,049
-50
| -0.3% | -$3.72K | 0.7% | 45 |
|
|
2015
Q2 | $1.51M | Sell |
18,099
-301
| -2% | -$25K | 0.67% | 47 |
|
|
2015
Q1 | $1.56M | Sell |
18,400
-3,200
| -15% | -$272K | 0.73% | 45 |
|
|
2014
Q4 | $2M | Buy |
21,600
+4,990
| +30% | +$461K | 0.95% | 35 |
|
|
2014
Q3 | $1.56M | Sell |
16,610
-2,240
| -12% | -$211K | 0.78% | 40 |
|
|
2014
Q2 | $1.9M | Sell |
18,850
-170
| -0.9% | -$17.1K | 0.9% | 39 |
|
|
2014
Q1 | $1.86M | Sell |
19,020
-120
| -0.6% | -$11.7K | 0.95% | 41 |
|
|
2013
Q4 | $1.94M | Sell |
19,140
-1,190
| -6% | -$120K | 1.02% | 39 |
|
|
2013
Q3 | $1.75M | Sell |
20,330
-200
| -1% | -$17.2K | 0.96% | 41 |
|
|
2013
Q2 | $1.86M | Buy |
+20,530
| New | +$1.86M | 1.06% | 38 |
|