IP
Isthmus Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Buy |
8,920
+398
| +5% | +$42.9K | 0.11% | 115 |
|
|
2025
Q1 | $1.01M | Buy |
8,522
+800
| +10% | +$95.1K | 0.13% | 115 |
|
|
2024
Q4 | $831K | Hold |
7,722
| – | – | 0.1% | 117 |
|
|
2024
Q3 | $905K | Hold |
7,722
| – | – | 0.11% | 114 |
|
|
2024
Q2 | $889K | Hold |
7,722
| – | – | 0.1% | 113 |
|
|
2024
Q1 | $898K | Sell |
7,722
-1,352
| -15% | -$157K | 0.1% | 118 |
|
|
2023
Q4 | $907K | Hold |
9,074
| – | – | 0.12% | 118 |
|
|
2023
Q3 | $1.07M | Buy |
9,074
+420
| +5% | +$49.4K | 0.15% | 111 |
|
|
2023
Q2 | $928K | Buy |
8,654
+30
| +0.3% | +$3.22K | 0.13% | 115 |
|
|
2023
Q1 | $946K | Hold |
8,624
| – | – | 0.13% | 114 |
|
|
2022
Q4 | $951K | Hold |
8,624
| – | – | 0.14% | 114 |
|
|
2022
Q3 | $753K | Hold |
8,624
| – | – | 0.13% | 115 |
|
|
2022
Q2 | $739K | Hold |
8,624
| – | – | 0.14% | 112 |
|
|
2022
Q1 | $712K | Sell |
8,624
-79,939
| -90% | -$6.6M | 0.12% | 118 |
|
|
2021
Q4 | $5.42M | Sell |
88,563
-707
| -0.8% | -$43.3K | 0.91% | 42 |
|
|
2021
Q3 | $5.25M | Buy |
89,270
+342
| +0.4% | +$20.1K | 0.95% | 46 |
|
|
2021
Q2 | $5.61M | Sell |
88,928
-4,911
| -5% | -$310K | 0.99% | 45 |
|
|
2021
Q1 | $5.24M | Buy |
93,839
+21,758
| +30% | +$1.21M | 0.96% | 45 |
|
|
2020
Q4 | $2.97M | Sell |
72,081
-28,819
| -29% | -$1.19M | 0.6% | 48 |
|
|
2020
Q3 | $3.46M | Buy |
100,900
+2,970
| +3% | +$102K | 0.81% | 43 |
|
|
2020
Q2 | $4.38M | Buy |
97,930
+861
| +0.9% | +$38.5K | 1.08% | 40 |
|
|
2020
Q1 | $3.69M | Buy |
97,069
+443
| +0.5% | +$16.8K | 1.13% | 39 |
|
|
2019
Q4 | $6.74M | Sell |
96,626
-1,181
| -1% | -$82.4K | 1.54% | 37 |
|
|
2019
Q3 | $6.91M | Sell |
97,807
-116
| -0.1% | -$8.19K | 1.64% | 33 |
|
|
2019
Q2 | $7.5M | Buy |
97,923
+16,119
| +20% | +$1.24M | 1.79% | 21 |
|
|
2019
Q1 | $6.28M | Buy |
81,804
+6,268
| +8% | +$481K | 1.53% | 40 |
|
|
2018
Q4 | $5.15M | Sell |
75,536
-9,777
| -11% | -$667K | 1.55% | 30 |
|
|
2018
Q3 | $7.25M | Buy |
85,313
+2,611
| +3% | +$222K | 1.83% | 25 |
|
|
2018
Q2 | $6.84M | Buy |
82,702
+908
| +1% | +$75.1K | 1.78% | 28 |
|
|
2018
Q1 | $6.1M | Buy |
81,794
+1,984
| +2% | +$148K | 1.65% | 36 |
|
|
2017
Q4 | $6.68M | Buy |
79,810
+108
| +0.1% | +$9.03K | 1.82% | 28 |
|
|
2017
Q3 | $6.53M | Sell |
79,702
-248
| -0.3% | -$20.3K | 1.83% | 23 |
|
|
2017
Q2 | $6.45M | Buy |
79,950
+250
| +0.3% | +$20.2K | 1.89% | 21 |
|
|
2017
Q1 | $6.54M | Buy |
79,700
+942
| +1% | +$77.3K | 1.92% | 21 |
|
|
2016
Q4 | $7.11M | Buy |
78,758
+1,374
| +2% | +$124K | 2.15% | 7 |
|
|
2016
Q3 | $6.74M | Sell |
77,384
-78
| -0.1% | -$6.8K | 2.14% | 9 |
|
|
2016
Q2 | $7.26M | Buy |
77,462
+23
| +0% | +$2.16K | 2.39% | 3 |
|
|
2016
Q1 | $6.47M | Buy |
77,439
+3,045
| +4% | +$255K | 2.16% | 9 |
|
|
2015
Q4 | $5.8M | Buy |
74,394
+883
| +1% | +$68.8K | 2.02% | 18 |
|
|
2015
Q3 | $5.47M | Buy |
73,511
+1,944
| +3% | +$145K | 2.01% | 18 |
|
|
2015
Q2 | $5.95M | Buy |
71,567
+1,015
| +1% | +$84.4K | 1.97% | 19 |
|
|
2015
Q1 | $6M | Buy |
70,552
+2,682
| +4% | +$228K | 2.03% | 20 |
|
|
2014
Q4 | $6.28M | Buy |
+67,870
| New | +$6.28M | 2.14% | 12 |
|