Guardian Investment 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 | $1.27M | Buy |
11,739
+1,000
| +9% | +$108K | 1.27% | 24 |
|
|
2025
Q1 | $1.27M | Sell |
10,739
-2,600
| -19% | -$308K | 1.07% | 24 |
|
|
2024
Q4 | $1.43M | Sell |
13,339
-454
| -3% | -$48.8K | 1.02% | 24 |
|
|
2024
Q3 | $1.62M | Hold |
13,793
| – | – | 1.39% | 23 |
|
|
2024
Q2 | $1.59M | Hold |
13,793
| – | – | 1.14% | 28 |
|
|
2024
Q1 | $1.6M | Sell |
13,793
-600
| -4% | -$69.7K | 1.29% | 27 |
|
|
2023
Q4 | $1.44M | Sell |
14,393
-500
| -3% | -$50K | 1.21% | 26 |
|
|
2023
Q3 | $1.75M | Hold |
14,893
| – | – | 1.59% | 22 |
|
|
2023
Q2 | $1.6M | Sell |
14,893
-34,521
| -70% | -$3.7M | 1.36% | 24 |
|
|
2023
Q1 | $2.76M | Buy |
49,414
+32,540
| +193% | +$1.82M | 2.07% | 19 |
|
|
2022
Q4 | $1.86M | Sell |
16,874
-700
| -4% | -$77.2K | 1.76% | 22 |
|
|
2022
Q3 | $1.53M | Hold |
17,574
| – | – | 1.55% | 24 |
|
|
2022
Q2 | $1.51M | Sell |
17,574
-700
| -4% | -$59.9K | 1.31% | 30 |
|
|
2022
Q1 | $1.51M | Sell |
18,274
-15,850
| -46% | -$1.31M | 1.17% | 34 |
|
|
2021
Q4 | $2.09M | Sell |
34,124
-50
| -0.1% | -$3.06K | 1.45% | 28 |
|
|
2021
Q3 | $2.01M | Sell |
34,174
-15,039
| -31% | -$885K | 1.48% | 27 |
|
|
2021
Q2 | $3.1M | Sell |
49,213
-201
| -0.4% | -$12.7K | 2.12% | 20 |
|
|
2021
Q1 | $2.76M | Sell |
49,414
-13,347
| -21% | -$745K | 1.96% | 21 |
|
|
2020
Q4 | $2.59M | Buy |
62,761
+1,250
| +2% | +$51.5K | 1.96% | 22 |
|
|
2020
Q3 | $2.11M | Buy |
61,511
+14,375
| +30% | +$493K | 1.84% | 20 |
|
|
2020
Q2 | $2.11M | Sell |
47,136
-36
| -0.1% | -$1.61K | 1.91% | 19 |
|
|
2020
Q1 | $1.79M | Sell |
47,172
-2,924
| -6% | -$111K | 1.83% | 19 |
|
|
2019
Q4 | $3.5M | Buy |
50,096
+3,008
| +6% | +$210K | 2.78% | 11 |
|
|
2019
Q3 | $3.32M | Buy |
47,088
+1,058
| +2% | +$74.7K | 2.95% | 11 |
|
|
2019
Q2 | $3.53M | Buy |
46,030
+357
| +0.8% | +$27.4K | 3.07% | 10 |
|
|
2019
Q1 | $3.69M | Sell |
45,673
-93
| -0.2% | -$7.51K | 3.2% | 9 |
|
|
2018
Q4 | $3.12M | Buy |
45,766
+600
| +1% | +$40.9K | 2.88% | 12 |
|
|
2018
Q3 | $3.84M | Sell |
45,166
-287
| -0.6% | -$24.4K | 3.38% | 10 |
|
|
2018
Q2 | $3.76M | Buy |
45,453
+9,807
| +28% | +$811K | 3.59% | 7 |
|
|
2018
Q1 | $2.66M | Buy |
35,646
+556
| +2% | +$41.5K | 2.83% | 14 |
|
|
2017
Q4 | $2.94M | Buy |
35,090
+856
| +3% | +$71.6K | 3.1% | 10 |
|
|
2017
Q3 | $2.81M | Buy |
34,234
+300
| +0.9% | +$24.6K | 3.1% | 12 |
|
|
2017
Q2 | $2.74M | Sell |
33,934
-2,494
| -7% | -$201K | 3.03% | 12 |
|
|
2017
Q1 | $2.99M | Buy |
36,428
+3,906
| +12% | +$320K | 3.25% | 11 |
|
|
2016
Q4 | $2.94M | Sell |
32,522
-14,213
| -30% | -$1.28M | 3.39% | 8 |
|
|
2016
Q3 | $4.38M | Hold |
46,735
| – | – | 4.87% | 4 |
|
|
2016
Q2 | $4.38M | Sell |
46,735
-1,311
| -3% | -$123K | 4.87% | 4 |
|
|
2016
Q1 | $4.02M | Sell |
48,046
-1,815
| -4% | -$152K | 4.6% | 4 |
|
|
2015
Q4 | $3.87M | Buy |
49,861
+2,028
| +4% | +$157K | 4.16% | 5 |
|
|
2015
Q3 | $3.54M | Sell |
47,833
-2,167
| -4% | -$160K | 3.93% | 6 |
|
|
2015
Q2 | $4.14M | Hold |
50,000
| – | – | 4.62% | 3 |
|
|
2015
Q1 | $4.26M | Hold |
50,000
| – | – | 4.74% | 2 |
|
|
2014
Q4 | $4.62M | Hold |
50,000
| – | – | 4.87% | 2 |
|
|
2014
Q3 | $4.88M | Hold |
50,000
| – | – | 5.65% | 2 |
|
|
2014
Q2 | $5.03M | Hold |
50,000
| – | – | 5.5% | 2 |
|
|
2014
Q1 | $4.88M | Buy |
50,000
+2,000
| +4% | +$195K | 5.65% | 2 |
|
|
2013
Q4 | $4.82M | Sell |
48,000
-2,000
| -4% | -$201K | 5.34% | 2 |
|
|
2013
Q3 | $4.79M | Sell |
50,000
-5,000
| -9% | -$479K | 6.52% | 2 |
|
|
2013
Q2 | $4.99M | Buy |
+55,000
| New | +$4.99M | 7.19% | 2 |
|