Eldridge Investment Advisors’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 | $1.45M | Sell |
13,470
-209
| -2% | -$22.5K | 0.3% | 63 |
|
|
2025
Q1 | $1.63M | Sell |
13,679
-70
| -0.5% | -$8.33K | 0.37% | 58 |
|
|
2024
Q4 | $1.48M | Sell |
13,749
-184
| -1% | -$19.8K | 0.34% | 63 |
|
|
2024
Q3 | $1.63M | Sell |
13,933
-1,080
| -7% | -$127K | 0.38% | 58 |
|
|
2024
Q2 | $1.73M | Buy |
15,013
+300
| +2% | +$34.5K | 0.44% | 53 |
|
|
2024
Q1 | $1.71M | Buy |
14,713
+474
| +3% | +$55.1K | 0.44% | 55 |
|
|
2023
Q4 | $1.42M | Sell |
14,239
-50
| -0.3% | -$5K | 0.37% | 60 |
|
|
2023
Q3 | $1.68M | Sell |
14,289
-154
| -1% | -$18.1K | 0.56% | 38 |
|
|
2023
Q2 | $1.55M | Sell |
14,443
-40
| -0.3% | -$4.29K | 0.51% | 39 |
|
|
2023
Q1 | $1.59M | Hold |
14,483
| – | – | 0.55% | 42 |
|
|
2022
Q4 | $1.6M | Buy |
14,483
+125
| +0.9% | +$13.8K | 0.56% | 41 |
|
|
2022
Q3 | $1.25M | Hold |
14,358
| – | – | 0.49% | 41 |
|
|
2022
Q2 | $1.23M | Buy |
14,358
+53
| +0.4% | +$4.54K | 0.46% | 42 |
|
|
2022
Q1 | $1.18M | Hold |
14,305
| – | – | 0.4% | 45 |
|
|
2021
Q4 | $875K | Sell |
14,305
-50
| -0.3% | -$3.06K | 0.29% | 60 |
|
|
2021
Q3 | $844K | Buy |
14,355
+67
| +0.5% | +$3.94K | 0.3% | 53 |
|
|
2021
Q2 | $901K | Hold |
14,288
| – | – | 0.33% | 52 |
|
|
2021
Q1 | $798K | Sell |
14,288
-34
| -0.2% | -$1.9K | 0.31% | 50 |
|
|
2020
Q4 | $590K | Sell |
14,322
-171
| -1% | -$7.04K | 0.25% | 55 |
|
|
2020
Q3 | $498K | Sell |
14,493
-969
| -6% | -$33.3K | 0.23% | 55 |
|
|
2020
Q2 | $691K | Sell |
15,462
-25
| -0.2% | -$1.12K | 0.34% | 41 |
|
|
2020
Q1 | $588K | Buy |
15,487
+4,015
| +35% | +$152K | 0.33% | 43 |
|
|
2019
Q4 | $800K | Sell |
11,472
-350
| -3% | -$24.4K | 0.39% | 41 |
|
|
2019
Q3 | $835K | Hold |
11,822
| – | – | 0.43% | 35 |
|
|
2019
Q2 | $906K | Buy |
11,822
+171
| +1% | +$13.1K | 0.48% | 34 |
|
|
2019
Q1 | $941K | Buy |
11,651
+1,102
| +10% | +$89K | 0.51% | 34 |
|
|
2018
Q4 | $719K | Buy |
+10,549
| New | +$719K | 0.44% | 36 |
|