IMS Capital Management’s Exxon Mobil XOM Stock Holding History

IMS Capital Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$590K	Sell	5,473 -137	-2%	-$14.8K	0.28%	76
2025 Q1	$667K	Sell	5,610 -3,328	-37%	-$396K	0.34%	67
2024 Q4	$961K	Buy	8,938 +6	+0.1%	+$645	0.45%	61
2024 Q3	$1.05M	Buy	8,932 +6	+0.1%	+$703	0.47%	56
2024 Q2	$1.02M	Buy	8,926 +285	+3%	+$32.7K	0.48%	55
2024 Q1	$1M	Buy	8,641 +59	+0.7%	+$6.86K	0.47%	57
2023 Q4	$858K	Buy	8,582 +6	+0.1%	+$600	0.42%	61
2023 Q3	$1.01M	Hold	8,576	–	–	0.6%	45
2023 Q2	$920K	Buy	8,576 +3,205	+60%	+$344K	0.51%	49
2023 Q1	$589K	Buy	5,371 +5	+0.1%	+$548	0.35%	74
2022 Q4	$592K	Buy	5,366 +6	+0.1%	+$662	0.38%	77
2022 Q3	$468K	Sell	5,360 -20	-0.4%	-$1.75K	0.32%	82
2022 Q2	$461K	Buy	5,380 +173	+3%	+$14.8K	0.3%	83
2022 Q1	$430K	Sell	5,207 -44	-0.8%	-$3.63K	0.23%	94
2021 Q4	$321K	Buy	5,251 +8	+0.2%	+$489	0.17%	106
2021 Q3	$308K	Sell	5,243 -190	-3%	-$11.2K	0.18%	101
2021 Q2	$343K	Buy	5,433 +141	+3%	+$8.9K	0.2%	96
2021 Q1	$295K	Sell	5,292 -5,966	-53%	-$333K	0.19%	95
2020 Q4	$464K	Buy	+11,258	New	+$464K	0.29%	73
2020 Q3	–	Sell	-4,877	Closed	-$218K	–	126
2020 Q2	$218K	Buy	+4,877	New	+$218K	0.17%	109
2020 Q1	–	Sell	-10,803	Closed	-$754K	–	143
2019 Q4	$754K	Sell	10,803 -1,036	-9%	-$72.3K	0.52%	49
2019 Q3	$836K	Buy	11,839 +6,648	+128%	+$469K	0.64%	40
2019 Q2	$398K	Buy	5,191 +6	+0.1%	+$460	0.3%	80
2019 Q1	$419K	Sell	5,185 -70	-1%	-$5.66K	0.34%	79
2018 Q4	$358K	Buy	5,255 +395	+8%	+$26.9K	0.34%	82
2018 Q3	$413K	Buy	4,860 +3	+0.1%	+$255	0.28%	78
2018 Q2	$402K	Sell	4,857 -1,481	-23%	-$123K	0.25%	90
2018 Q1	$530K	Hold	6,338	–	–	0.33%	80
2017 Q4	$530K	Buy	6,338 +1,428	+29%	+$119K	0.33%	80
2017 Q3	$403K	Buy	4,910 +2	+0%	+$164	0.26%	93
2017 Q2	$396K	Buy	4,908 +3	+0.1%	+$242	0.37%	96
2017 Q1	$402K	Sell	4,905 -1,159	-19%	-$95K	0.4%	85
2016 Q4	$547K	Buy	6,064 +2,100	+53%	+$189K	0.59%	65
2016 Q3	$346K	Hold	3,964	–	–	0.4%	78
2016 Q2	$372K	Hold	3,964	–	–	0.43%	74
2016 Q1	$331K	Hold	3,964	–	–	0.4%	75
2015 Q4	$309K	Buy	3,964 +27	+0.7%	+$2.11K	0.38%	84
2015 Q3	$293K	Buy	3,937 +23	+0.6%	+$1.71K	0.35%	90
2015 Q2	$326K	Sell	3,914 -1,826	-32%	-$152K	0.39%	99
2015 Q1	$488K	Hold	5,740	–	–	0.55%	63
2014 Q4	$531K	Buy	5,740 +2,600	+83%	+$241K	0.61%	68
2014 Q3	$295K	Hold	3,140	–	–	0.34%	110
2014 Q2	$316K	Hold	3,140	–	–	0.34%	98
2014 Q1	$307K	Hold	3,140	–	–	0.36%	98
2013 Q4	$318K	Hold	3,140	–	–	0.4%	86
2013 Q3	$270K	Buy	3,140 +390	+14%	+$33.5K	0.37%	92
2013 Q2	$248K	Buy	+2,750	New	+$248K	0.36%	89