EM
Excalibur Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
26,918
+148
| +0.6% | +$16K | 1.09% | 22 |
|
|
2025
Q1 | $3.18M | Sell |
26,770
-196
| -0.7% | -$23.3K | 1.25% | 16 |
|
|
2024
Q4 | $2.9M | Sell |
26,966
-381
| -1% | -$41K | 1.15% | 19 |
|
|
2024
Q3 | $3.21M | Sell |
27,347
-143
| -0.5% | -$16.8K | 1.22% | 14 |
|
|
2024
Q2 | $3.16M | Buy |
27,490
+1,171
| +4% | +$135K | 1.29% | 14 |
|
|
2024
Q1 | $3.06M | Buy |
26,319
+897
| +4% | +$104K | 1.29% | 14 |
|
|
2023
Q4 | $2.54M | Sell |
25,422
-181
| -0.7% | -$18.1K | 1.19% | 17 |
|
|
2023
Q3 | $3.01M | Buy |
25,603
+435
| +2% | +$51.1K | 1.57% | 13 |
|
|
2023
Q2 | $2.7M | Sell |
25,168
-679
| -3% | -$72.8K | 1.38% | 14 |
|
|
2023
Q1 | $2.83M | Sell |
25,847
-614
| -2% | -$67.3K | 1.47% | 14 |
|
|
2022
Q4 | $2.92M | Sell |
26,461
-182
| -0.7% | -$20.1K | 1.53% | 13 |
|
|
2022
Q3 | $2.33M | Sell |
26,643
-43
| -0.2% | -$3.75K | 1.3% | 15 |
|
|
2022
Q2 | $2.29M | Sell |
26,686
-5,660
| -17% | -$485K | 1.19% | 18 |
|
|
2022
Q1 | $2.67M | Sell |
32,346
-10,821
| -25% | -$894K | 1.16% | 20 |
|
|
2021
Q4 | $2.64M | Sell |
43,167
-1,164
| -3% | -$71.2K | 1.07% | 21 |
|
|
2021
Q3 | $2.61M | Sell |
44,331
-382
| -0.9% | -$22.5K | 1.14% | 19 |
|
|
2021
Q2 | $2.82M | Sell |
44,713
-150
| -0.3% | -$9.46K | 1.28% | 17 |
|
|
2021
Q1 | $2.51M | Sell |
44,863
-1,318
| -3% | -$73.6K | 1.24% | 19 |
|
|
2020
Q4 | $1.9M | Sell |
46,181
-7,893
| -15% | -$325K | 1.02% | 23 |
|
|
2020
Q3 | $1.86M | Sell |
54,074
-2,333
| -4% | -$80.1K | 1.12% | 23 |
|
|
2020
Q2 | $2.52M | Sell |
56,407
-40
| -0.1% | -$1.79K | 1.68% | 14 |
|
|
2020
Q1 | $2.14M | Buy |
56,447
+9,669
| +21% | +$367K | 1.65% | 15 |
|
|
2019
Q4 | $3.26M | Buy |
46,778
+3,246
| +7% | +$226K | 2.13% | 13 |
|
|
2019
Q3 | $3.07M | Buy |
43,532
+2,216
| +5% | +$156K | 2.76% | 12 |
|
|
2019
Q2 | $3.17M | Buy |
41,316
+2,226
| +6% | +$171K | 2.92% | 12 |
|
|
2019
Q1 | $3.16M | Sell |
39,090
-500
| -1% | -$40.4K | 2.98% | 12 |
|
|
2018
Q4 | $2.7M | Sell |
39,590
-3,773
| -9% | -$257K | 2.73% | 13 |
|
|
2018
Q3 | $3.69M | Sell |
43,363
-4,350
| -9% | -$370K | 3.15% | 11 |
|
|
2018
Q2 | $3.95M | Sell |
47,713
-340
| -0.7% | -$28.1K | 3.14% | 11 |
|
|
2018
Q1 | $3.59M | Buy |
48,053
+7,634
| +19% | +$570K | 2.91% | 11 |
|
|
2017
Q4 | $3.38M | Sell |
40,419
-7,727
| -16% | -$646K | 2.84% | 12 |
|
|
2017
Q3 | $3.95M | Buy |
48,146
+685
| +1% | +$56.2K | 3.35% | 11 |
|
|
2017
Q2 | $3.83M | Sell |
47,461
-358
| -0.7% | -$28.9K | 3.43% | 11 |
|
|
2017
Q1 | $3.92M | Buy |
47,819
+10,459
| +28% | +$858K | 3.49% | 12 |
|
|
2016
Q4 | $3.37M | Buy |
37,360
+2,097
| +6% | +$189K | 3.07% | 13 |
|
|
2016
Q3 | $3.08M | Sell |
35,263
-162
| -0.5% | -$14.1K | 2.92% | 13 |
|
|
2016
Q2 | $3.32M | Sell |
35,425
-257
| -0.7% | -$24.1K | 2.86% | 10 |
|
|
2016
Q1 | $2.98M | Sell |
35,682
-782
| -2% | -$65.4K | 2.67% | 12 |
|
|
2015
Q4 | $2.84M | Sell |
36,464
-2,509
| -6% | -$196K | 2.64% | 15 |
|
|
2015
Q3 | $2.9M | Buy |
38,973
+277
| +0.7% | +$20.6K | 2.9% | 12 |
|
|
2015
Q2 | $3.22M | Buy |
38,696
+1,787
| +5% | +$149K | 3.01% | 11 |
|
|
2015
Q1 | $3.14M | Buy |
36,909
+690
| +2% | +$58.6K | 3.03% | 10 |
|
|
2014
Q4 | $3.35M | Buy |
36,219
+993
| +3% | +$91.8K | 3.37% | 9 |
|
|
2014
Q3 | $3.31M | Sell |
35,226
-110
| -0.3% | -$10.3K | 3.41% | 9 |
|
|
2014
Q2 | $3.56M | Sell |
35,336
-340
| -1% | -$34.2K | 3.71% | 8 |
|
|
2014
Q1 | $3.49M | Sell |
35,676
-595
| -2% | -$58.1K | 3.82% | 8 |
|
|
2013
Q4 | $3.67M | Sell |
36,271
-5
| -0% | -$506 | 4% | 8 |
|
|
2013
Q3 | $3.12M | Buy |
36,276
+4,279
| +13% | +$368K | 3.66% | 8 |
|
|
2013
Q2 | $2.89M | Buy |
+31,997
| New | +$2.89M | 3.59% | 8 |
|