Jacobsen Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Buy |
8,201
+2,389
| +41% | +$258K | 0.33% | 30 |
|
|
2025
Q1 | $691K | Buy |
5,812
+253
| +5% | +$30.1K | 0.3% | 35 |
|
|
2024
Q4 | $598K | Sell |
5,559
-921
| -14% | -$99.1K | 0.25% | 39 |
|
|
2024
Q3 | $760K | Buy |
6,480
+22
| +0.3% | +$2.58K | 0.32% | 32 |
|
|
2024
Q2 | $743K | Buy |
6,458
+2,815
| +77% | +$324K | 0.33% | 33 |
|
|
2024
Q1 | $423K | Sell |
3,643
-700
| -16% | -$81.4K | 0.2% | 46 |
|
|
2023
Q4 | $434K | Buy |
4,343
+254
| +6% | +$25.4K | 0.22% | 43 |
|
|
2023
Q3 | $481K | Sell |
4,089
-63
| -2% | -$7.41K | 0.26% | 41 |
|
|
2023
Q2 | $445K | Sell |
4,152
-1,028
| -20% | -$110K | 0.23% | 45 |
|
|
2023
Q1 | $568K | Buy |
+5,180
| New | +$568K | 0.3% | 34 |
|