Geneva Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,858
| Closed | -$386K | – | 81 |
|
|
2023
Q4 | $386K | Sell |
3,858
-2,435
| -39% | -$243K | 0.21% | 62 |
|
|
2023
Q3 | $740K | Sell |
6,293
-210
| -3% | -$24.7K | 0.49% | 41 |
|
|
2023
Q2 | $697K | Sell |
6,503
-824
| -11% | -$88.4K | 0.46% | 45 |
|
|
2023
Q1 | $803K | Sell |
7,327
-900
| -11% | -$98.7K | 0.69% | 38 |
|
|
2022
Q4 | $907K | Sell |
8,227
-848
| -9% | -$93.5K | 0.86% | 33 |
|
|
2022
Q3 | $792K | Sell |
9,075
-11,565
| -56% | -$1.01M | 0.91% | 28 |
|
|
2022
Q2 | $1.77M | Buy |
20,640
+4,970
| +32% | +$426K | 1.74% | 24 |
|
|
2022
Q1 | $1.29M | Buy |
+15,670
| New | +$1.29M | 0.8% | 37 |
|
|
2019
Q3 | – | Sell |
-7,718
| Closed | -$705K | – | 79 |
|
|
2019
Q2 | $705K | Sell |
7,718
-3,000
| -28% | -$274K | 0.57% | 48 |
|
|
2019
Q1 | $866K | Sell |
10,718
-1,780
| -14% | -$144K | 0.74% | 46 |
|
|
2018
Q4 | $852K | Buy |
+12,498
| New | +$852K | 0.98% | 36 |
|