Forte Capital’s Exxon Mobil XOM Stock Holding History

Forte Capital’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.93M	Buy	17,922 +82	+0.5%	+$8.84K	0.21%	86
2025 Q1	$2.12M	Buy	17,840 +642	+4%	+$76.4K	0.25%	78
2024 Q4	$1.85M	Sell	17,198 -118	-0.7%	-$12.7K	0.21%	82
2024 Q3	$2.03M	Sell	17,316 -295	-2%	-$34.6K	0.23%	83
2024 Q2	$2.03M	Sell	17,611 -146	-0.8%	-$16.8K	0.24%	77
2024 Q1	$2.06M	Sell	17,757 -478	-3%	-$55.6K	0.26%	73
2023 Q4	$1.82M	Buy	18,235 +306	+2%	+$30.6K	0.25%	78
2023 Q3	$2.11M	Sell	17,929 -87	-0.5%	-$10.2K	0.32%	61
2023 Q2	$1.93M	Sell	18,016 -263	-1%	-$28.2K	0.28%	72
2023 Q1	$2M	Buy	18,279 +13	+0.1%	+$1.43K	0.31%	67
2022 Q4	$2.01M	Sell	18,266 -2,343	-11%	-$258K	0.35%	63
2022 Q3	$1.8M	Sell	20,609 -560	-3%	-$48.9K	0.33%	66
2022 Q2	$1.81M	Sell	21,169 -1,575	-7%	-$135K	0.32%	68
2022 Q1	$1.39M	Hold	22,744	–	–	0.18%	90
2021 Q4	$1.39M	Sell	22,744 -1,810	-7%	-$111K	0.18%	90
2021 Q3	$1.44M	Sell	24,554 -258	-1%	-$15.2K	0.2%	83
2021 Q2	$1.57M	Buy	24,812 +2,721	+12%	+$172K	0.21%	78
2021 Q1	$1.23M	Buy	22,091 +724	+3%	+$40.4K	0.19%	89
2020 Q4	$881K	Sell	21,367 -834	-4%	-$34.4K	0.14%	102
2020 Q3	$762K	Sell	22,201 -2,964	-12%	-$102K	0.14%	103
2020 Q2	$1.13M	Buy	25,165 +86	+0.3%	+$3.85K	0.24%	70
2020 Q1	$952K	Buy	25,079 +1,570	+7%	+$59.6K	0.33%	60
2019 Q4	$1.64M	Sell	23,509 -2,913	-11%	-$203K	0.46%	49
2019 Q3	$1.87M	Buy	26,422 +2,415	+10%	+$171K	0.58%	47
2019 Q2	$1.84M	Buy	24,007 +126	+0.5%	+$9.66K	0.59%	47
2019 Q1	$1.93M	Sell	23,881 -574	-2%	-$46.4K	0.7%	44
2018 Q4	$1.67M	Sell	24,455 -48	-0.2%	-$3.27K	0.7%	45
2018 Q3	$2.08M	Sell	24,503 -1,183	-5%	-$101K	0.75%	44
2018 Q2	$2.13M	Buy	25,686 +2,368	+10%	+$196K	0.83%	43
2018 Q1	$1.74M	Sell	23,318 -99	-0.4%	-$7.39K	0.73%	45
2017 Q4	$1.96M	Buy	23,417 +881	+4%	+$73.7K	0.58%	48
2017 Q3	$1.85M	Sell	22,536 -2,276	-9%	-$187K	0.59%	46
2017 Q2	$2M	Sell	24,812 -696	-3%	-$56.2K	0.66%	40
2017 Q1	$2.09M	Buy	25,508 +5,777	+29%	+$474K	0.72%	37
2016 Q4	$1.78M	Buy	19,731 +1,810	+10%	+$163K	0.67%	44
2016 Q3	$1.56M	Sell	17,921 -2,310	-11%	-$202K	0.59%	47
2016 Q2	$1.9M	Sell	20,231 -315	-2%	-$29.5K	0.73%	40
2016 Q1	$1.72M	Sell	20,546 -673	-3%	-$56.2K	0.75%	39
2015 Q4	$1.65M	Buy	21,219 +445	+2%	+$34.7K	0.68%	42
2015 Q3	$1.55M	Sell	20,774 -380	-2%	-$28.3K	0.71%	40
2015 Q2	$1.76M	Buy	21,154 +60	+0.3%	+$4.99K	0.75%	40
2015 Q1	$1.81M	Sell	21,094 -325	-2%	-$27.8K	0.78%	38
2014 Q4	$1.98M	Sell	21,419 -1,240	-5%	-$115K	0.86%	34
2014 Q3	$2.13M	Buy	+22,659	New	+$2.13M	0.98%	31