Godshalk Welsh 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 | $261K | Buy |
2,425
+540
| +29% | +$58.2K | 0.16% | 114 |
|
|
2025
Q1 | $224K | Buy |
+1,885
| New | +$224K | 0.15% | 114 |
|
|
2024
Q4 | – | Sell |
-1,786
| Closed | -$209K | – | 125 |
|
|
2024
Q3 | $209K | Hold |
1,786
| – | – | 0.13% | 120 |
|
|
2024
Q2 | $206K | Buy |
1,786
+51
| +3% | +$5.87K | 0.14% | 116 |
|
|
2024
Q1 | $202K | Buy |
+1,735
| New | +$202K | 0.14% | 120 |
|
|
2023
Q4 | – | Sell |
-1,735
| Closed | -$204K | – | 121 |
|
|
2023
Q3 | $204K | Buy |
+1,735
| New | +$204K | 0.15% | 113 |
|
|
2020
Q3 | – | Sell |
-4,772
| Closed | -$213K | – | 106 |
|
|
2020
Q2 | $213K | Sell |
4,772
-750
| -14% | -$33.5K | 0.2% | 97 |
|
|
2020
Q1 | $210K | Sell |
5,522
-900
| -14% | -$34.2K | 0.23% | 95 |
|
|
2019
Q4 | $448K | Sell |
6,422
-550
| -8% | -$38.4K | 0.37% | 82 |
|
|
2019
Q3 | $492K | Hold |
6,972
| – | – | 0.43% | 79 |
|
|
2019
Q2 | $534K | Hold |
6,972
| – | – | 0.49% | 72 |
|
|
2019
Q1 | $563K | Sell |
6,972
-400
| -5% | -$32.3K | 0.54% | 67 |
|
|
2018
Q4 | $503K | Buy |
7,372
+50
| +0.7% | +$3.41K | 0.56% | 67 |
|
|
2018
Q3 | $623K | Sell |
7,322
-50
| -0.7% | -$4.25K | 0.61% | 65 |
|
|
2018
Q2 | $610K | Sell |
7,372
-275
| -4% | -$22.8K | 0.64% | 64 |
|
|
2018
Q1 | $571K | Sell |
7,647
-250
| -3% | -$18.7K | 0.62% | 66 |
|
|
2017
Q4 | $661K | Hold |
7,897
| – | – | 0.67% | 62 |
|
|
2017
Q3 | $647K | Buy |
7,897
+100
| +1% | +$8.19K | 0.65% | 61 |
|
|
2017
Q2 | $629K | Sell |
7,797
-185
| -2% | -$14.9K | 0.62% | 63 |
|
|
2017
Q1 | $655K | Buy |
7,982
+100
| +1% | +$8.21K | 0.64% | 61 |
|
|
2016
Q4 | $711K | Sell |
7,882
-1,340
| -15% | -$121K | 0.73% | 53 |
|
|
2016
Q3 | $805K | Sell |
9,222
-391
| -4% | -$34.1K | 0.83% | 46 |
|
|
2016
Q2 | $901K | Sell |
9,613
-250
| -3% | -$23.4K | 0.95% | 33 |
|
|
2016
Q1 | $824K | Buy |
9,863
+350
| +4% | +$29.2K | 0.85% | 41 |
|
|
2015
Q4 | $742K | Sell |
9,513
-2
| -0% | -$156 | 0.77% | 45 |
|
|
2015
Q3 | $707K | Buy |
9,515
+100
| +1% | +$7.43K | 0.77% | 47 |
|
|
2015
Q2 | $783K | Sell |
9,415
-510
| -5% | -$42.4K | 0.8% | 48 |
|
|
2015
Q1 | $844K | Sell |
9,925
-160
| -2% | -$13.6K | 0.86% | 43 |
|
|
2014
Q4 | $932K | Buy |
+10,085
| New | +$932K | 0.85% | 34 |
|