Independent Portfolio Consultants’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $915K | Sell |
11,339
-118
| -1% | -$9.52K | 0.38% | 59 |
|
|
2017
Q1 | $940K | Sell |
11,457
-845
| -7% | -$69.3K | 0.32% | 94 |
|
|
2016
Q4 | $1.11M | Sell |
12,302
-1,178
| -9% | -$106K | 0.37% | 71 |
|
|
2016
Q3 | $1.18M | Sell |
13,480
-300
| -2% | -$26.2K | 0.37% | 72 |
|
|
2016
Q2 | $1.29M | Buy |
13,780
+4,590
| +50% | +$430K | 0.41% | 56 |
|
|
2016
Q1 | $768K | Sell |
9,190
-15
| -0.2% | -$1.25K | 0.21% | 143 |
|
|
2015
Q4 | $718K | Sell |
9,205
-3,170
| -26% | -$247K | 0.21% | 140 |
|
|
2015
Q3 | $920K | Buy |
12,375
+780
| +7% | +$58K | 0.2% | 145 |
|
|
2015
Q2 | $965K | Buy |
11,595
+1,124
| +11% | +$93.5K | 0.19% | 168 |
|
|
2015
Q1 | $890K | Buy |
10,471
+536
| +5% | +$45.6K | 0.18% | 164 |
|
|
2014
Q4 | $918K | Buy |
9,935
+5,360
| +117% | +$495K | 0.18% | 163 |
|
|
2014
Q3 | $430K | Buy |
4,575
+1,975
| +76% | +$186K | 0.12% | 267 |
|
|
2014
Q2 | $262K | Sell |
2,600
-1,305
| -33% | -$132K | 0.07% | 403 |
|
|
2014
Q1 | $381K | Sell |
3,905
-850
| -18% | -$82.9K | 0.12% | 315 |
|
|
2013
Q4 | $481K | Buy |
4,755
+1,635
| +52% | +$165K | 0.17% | 244 |
|
|
2013
Q3 | $268K | Sell |
3,120
-280
| -8% | -$24.1K | 0.11% | 380 |
|
|
2013
Q2 | $307K | Buy |
+3,400
| New | +$307K | 0.14% | 319 |
|