IVP
Intrinsic Value Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
2,476
-388
| -14% | -$41.8K | 0.24% | 59 |
|
|
2025
Q1 | $341K | Sell |
2,864
-74
| -3% | -$8.8K | 0.34% | 53 |
|
|
2024
Q4 | $316K | Hold |
2,938
| – | – | 0.32% | 53 |
|
|
2024
Q3 | $344K | Sell |
2,938
-4,500
| -61% | -$527K | 0.34% | 51 |
|
|
2024
Q2 | $856K | Hold |
7,438
| – | – | 0.89% | 26 |
|
|
2024
Q1 | $865K | Hold |
7,438
| – | – | 0.92% | 24 |
|
|
2023
Q4 | $744K | Sell |
7,438
-67
| -0.9% | -$6.7K | 0.87% | 26 |
|
|
2023
Q3 | $882K | Hold |
7,505
| – | – | 1.13% | 22 |
|
|
2023
Q2 | $805K | Hold |
7,505
| – | – | 1.02% | 22 |
|
|
2023
Q1 | $823K | Hold |
7,505
| – | – | 1.11% | 23 |
|
|
2022
Q4 | $828K | Sell |
7,505
-200
| -3% | -$22.1K | 1.13% | 23 |
|
|
2022
Q3 | $673K | Hold |
7,705
| – | – | 0.94% | 27 |
|
|
2022
Q2 | $660K | Sell |
7,705
-982
| -11% | -$84.1K | 0.84% | 27 |
|
|
2022
Q1 | $717K | Sell |
8,687
-690
| -7% | -$57K | 0.76% | 29 |
|
|
2021
Q4 | $574K | Buy |
+9,377
| New | +$574K | 0.61% | 31 |
|