Evergreen Capital 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 | $6.82M | Buy |
63,304
+3,549
| +6% | +$383K | 0.21% | 131 |
|
|
2025
Q1 | $7.11M | Buy |
59,755
+2,429
| +4% | +$289K | 0.24% | 124 |
|
|
2024
Q4 | $6.17M | Sell |
57,326
-3,149
| -5% | -$339K | 0.2% | 133 |
|
|
2024
Q3 | $7.09M | Buy |
60,475
+3,110
| +5% | +$365K | 0.24% | 121 |
|
|
2024
Q2 | $6.6M | Buy |
57,365
+6,823
| +13% | +$785K | 0.24% | 116 |
|
|
2024
Q1 | $5.88M | Buy |
50,542
+4,493
| +10% | +$522K | 0.22% | 119 |
|
|
2023
Q4 | $4.6M | Sell |
46,049
-4,003
| -8% | -$400K | 0.19% | 146 |
|
|
2023
Q3 | $5.89M | Buy |
50,052
+636
| +1% | +$74.8K | 0.26% | 121 |
|
|
2023
Q2 | $5.3M | Buy |
49,416
+877
| +2% | +$94.1K | 0.22% | 129 |
|
|
2023
Q1 | $5.32M | Sell |
48,539
-16
| -0% | -$1.76K | 0.24% | 119 |
|
|
2022
Q4 | $5.36M | Buy |
48,555
+4,907
| +11% | +$541K | 0.25% | 115 |
|
|
2022
Q3 | $3.81M | Buy |
43,648
+2,968
| +7% | +$259K | 0.2% | 138 |
|
|
2022
Q2 | $3.48M | Sell |
40,680
-4,759
| -10% | -$408K | 0.18% | 147 |
|
|
2022
Q1 | $3.75M | Buy |
45,439
+226
| +0.5% | +$18.7K | 0.15% | 166 |
|
|
2021
Q4 | $2.77M | Buy |
45,213
+882
| +2% | +$54K | 0.11% | 200 |
|
|
2021
Q3 | $2.61M | Buy |
44,331
+6,814
| +18% | +$401K | 0.12% | 190 |
|
|
2021
Q2 | $2.37M | Buy |
37,517
+994
| +3% | +$62.7K | 0.11% | 188 |
|
|
2021
Q1 | $2.04M | Buy |
36,523
+2,009
| +6% | +$112K | 0.1% | 190 |
|
|
2020
Q4 | $1.42M | Buy |
34,514
+3,350
| +11% | +$138K | 0.08% | 195 |
|
|
2020
Q3 | $1.07M | Sell |
31,164
-2,715
| -8% | -$93.2K | 0.07% | 193 |
|
|
2020
Q2 | $1.52M | Buy |
33,879
+1,681
| +5% | +$75.2K | 0.11% | 158 |
|
|
2020
Q1 | $1.22M | Buy |
32,198
+382
| +1% | +$14.5K | 0.11% | 149 |
|
|
2019
Q4 | $2.22M | Buy |
31,816
+1,312
| +4% | +$91.5K | 0.18% | 114 |
|
|
2019
Q3 | $2.15M | Sell |
30,504
-1,016
| -3% | -$71.7K | 0.2% | 105 |
|
|
2019
Q2 | $2.42M | Buy |
31,520
+1,047
| +3% | +$80.2K | 0.23% | 98 |
|
|
2019
Q1 | $2.46M | Buy |
30,473
+27
| +0.1% | +$2.18K | 0.25% | 97 |
|
|
2018
Q4 | $2.08M | Sell |
30,446
-1,349
| -4% | -$92K | 0.22% | 105 |
|
|
2018
Q3 | $2.7M | Buy |
31,795
+320
| +1% | +$27.2K | 0.24% | 95 |
|
|
2018
Q2 | $2.6M | Buy |
31,475
+816
| +3% | +$67.5K | 0.24% | 87 |
|
|
2018
Q1 | $2.29M | Sell |
30,659
-2,899
| -9% | -$216K | 0.22% | 104 |
|
|
2017
Q4 | $2.81M | Sell |
33,558
-3,027
| -8% | -$253K | 0.28% | 82 |
|
|
2017
Q3 | $3M | Buy |
36,585
+17,174
| +88% | +$1.41M | 0.35% | 77 |
|
|
2017
Q2 | $1.57M | Buy |
19,411
+6,425
| +49% | +$519K | 0.25% | 80 |
|
|
2017
Q1 | $1.07M | Sell |
12,986
-1,225
| -9% | -$100K | 0.22% | 75 |
|
|
2016
Q4 | $1.28M | Buy |
14,211
+1,120
| +9% | +$101K | 0.25% | 77 |
|
|
2016
Q3 | $1.14M | Sell |
13,091
-117
| -0.9% | -$10.2K | 0.23% | 72 |
|
|
2016
Q2 | $1.24M | Hold |
13,208
| – | – | 0.27% | 68 |
|
|
2016
Q1 | $1.1M | Buy |
13,208
+550
| +4% | +$46K | 0.25% | 66 |
|
|
2015
Q4 | $987K | Sell |
12,658
-33,654
| -73% | -$2.62M | 0.24% | 69 |
|
|
2015
Q3 | $3.44M | Buy |
46,312
+1,549
| +3% | +$115K | 0.89% | 33 |
|
|
2015
Q2 | $3.72M | Sell |
44,763
-2,971
| -6% | -$247K | 0.91% | 36 |
|
|
2015
Q1 | $4.06M | Buy |
47,734
+1,918
| +4% | +$163K | 0.89% | 38 |
|
|
2014
Q4 | $4.31M | Sell |
45,816
-1,210
| -3% | -$114K | 0.85% | 39 |
|
|
2014
Q3 | $4.42M | Buy |
47,026
+1,032
| +2% | +$97.1K | 0.86% | 39 |
|
|
2014
Q2 | $4.63M | Sell |
45,994
-15,805
| -26% | -$1.59M | 0.91% | 37 |
|
|
2014
Q1 | $6.04M | Sell |
61,799
-1,358
| -2% | -$133K | 1.21% | 27 |
|
|
2013
Q4 | $6.39M | Sell |
63,157
-1,685
| -3% | -$171K | 1.16% | 29 |
|
|
2013
Q3 | $5.58M | Buy |
64,842
+786
| +1% | +$67.6K | 0.9% | 38 |
|
|
2013
Q2 | $5.79M | Buy |
+64,056
| New | +$5.79M | 0.88% | 40 |
|