Hellman Jordan Management Company’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,700
| Closed | -$1.02M | – | 70 |
|
|
2021
Q4 | $1.02M | Sell |
16,700
-8,300
| -33% | -$508K | 1.23% | 38 |
|
|
2021
Q3 | $1.47M | Buy |
+25,000
| New | +$1.47M | 2.07% | 21 |
|
|
2021
Q2 | – | Sell |
-75,000
| Closed | -$4.19M | – | 61 |
|
|
2021
Q1 | $4.19M | Buy |
+75,000
| New | +$4.19M | 6.08% | 1 |
|
|
2020
Q1 | – | Sell |
-20,925
| Closed | -$1.46M | – | 65 |
|
|
2019
Q4 | $1.46M | Sell |
20,925
-188,075
| -90% | -$13.1M | 1.64% | 17 |
|
|
2019
Q3 | $14.8M | Buy |
+209,000
| New | +$14.8M | 11.7% | 2 |
|
|
2016
Q4 | $911K | Hold |
10,102
| – | – | 1.25% | 31 |
|
|
2016
Q3 | $841K | Buy |
+10,102
| New | +$841K | 0.85% | 35 |
|