Fulcrum Equity 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 | $411K | Sell |
3,816
-113
| -3% | -$12.2K | 0.42% | 58 |
|
|
2025
Q1 | $467K | Buy |
3,929
+14
| +0.4% | +$1.67K | 0.51% | 49 |
|
|
2024
Q4 | $421K | Sell |
3,915
-3,497
| -47% | -$376K | 0.42% | 66 |
|
|
2024
Q3 | $869K | Sell |
7,412
-2,769
| -27% | -$325K | 0.73% | 43 |
|
|
2024
Q2 | $1.17M | Buy |
10,181
+2,328
| +30% | +$268K | 1.05% | 29 |
|
|
2024
Q1 | $913K | Buy |
7,853
+1,471
| +23% | +$171K | 1.08% | 33 |
|
|
2023
Q4 | $638K | Buy |
6,382
+442
| +7% | +$44.2K | 0.79% | 28 |
|
|
2023
Q3 | $698K | Buy |
5,940
+3,444
| +138% | +$405K | 0.82% | 35 |
|
|
2023
Q2 | $268K | Buy |
2,496
+121
| +5% | +$13K | 0.31% | 80 |
|
|
2023
Q1 | $260K | Sell |
2,375
-17
| -0.7% | -$1.86K | 0.24% | 79 |
|
|
2022
Q4 | $264K | Sell |
2,392
-282
| -11% | -$31.1K | 0.22% | 58 |
|
|
2022
Q3 | $233K | Sell |
2,674
-105
| -4% | -$9.15K | 0.2% | 57 |
|
|
2022
Q2 | $238K | Buy |
2,779
+25
| +0.9% | +$2.14K | 0.19% | 61 |
|
|
2022
Q1 | $227K | Sell |
2,754
-533
| -16% | -$43.9K | 0.13% | 99 |
|
|
2021
Q4 | $201K | Sell |
3,287
-416
| -11% | -$25.4K | 0.08% | 173 |
|
|
2021
Q3 | $218K | Sell |
3,703
-439
| -11% | -$25.8K | 0.08% | 167 |
|
|
2021
Q2 | $261K | Sell |
4,142
-2,393
| -37% | -$151K | 0.1% | 161 |
|
|
2021
Q1 | $365K | Sell |
6,535
-525
| -7% | -$29.3K | 0.14% | 123 |
|
|
2020
Q4 | $291K | Buy |
+7,060
| New | +$291K | 0.12% | 132 |
|
|
2019
Q4 | – | Sell |
-1,272
| Closed | -$90K | – | 237 |
|
|
2019
Q3 | $90K | Buy |
+1,272
| New | +$90K | 0.05% | 97 |
|
|
2019
Q2 | – | Sell |
-3,539
| Closed | -$286K | – | 115 |
|
|
2019
Q1 | $286K | Buy |
+3,539
| New | +$286K | 0.1% | 81 |
|