Jolley Asset Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $801K | Buy |
21,095
+503
| +2% | +$19.1K | 0.62% | 41 |
|
2019
Q4 | $1.44M | Sell |
20,592
-980
| -5% | -$68.4K | 0.82% | 37 |
|
2019
Q3 | $1.52M | Buy |
21,572
+972
| +5% | +$68.6K | 0.99% | 32 |
|
2019
Q2 | $1.58M | Buy |
20,600
+745
| +4% | +$57.1K | 1.01% | 32 |
|
2019
Q1 | $1.6M | Buy |
19,855
+105
| +0.5% | +$8.48K | 1.16% | 30 |
|
2018
Q4 | $1.35M | Sell |
19,750
-213
| -1% | -$14.5K | 1.03% | 31 |
|
2018
Q3 | $1.7M | Buy |
19,963
+285
| +1% | +$24.2K | 1.14% | 32 |
|
2018
Q2 | $1.63M | Sell |
19,678
-535
| -3% | -$44.3K | 1.09% | 33 |
|
2018
Q1 | $1.51M | Buy |
20,213
+488
| +2% | +$36.4K | 0.91% | 38 |
|
2017
Q4 | $1.65M | Buy |
19,725
+375
| +2% | +$31.4K | 1.05% | 35 |
|
2017
Q3 | $1.59M | Sell |
19,350
-23
| -0.1% | -$1.89K | 1.08% | 34 |
|
2017
Q2 | $1.56M | Buy |
19,373
+1,055
| +6% | +$85.2K | 1.1% | 33 |
|
2017
Q1 | $1.5M | Buy |
18,318
+3,350
| +22% | +$275K | 1.08% | 30 |
|
2016
Q4 | $1.35M | Sell |
14,968
-85
| -0.6% | -$7.67K | 0.97% | 31 |
|
2016
Q3 | $1.31M | Hold |
15,053
| – | – | 1.06% | 31 |
|
2016
Q2 | $1.41M | Buy |
15,053
+620
| +4% | +$58.1K | 1.13% | 33 |
|
2016
Q1 | $1.21M | Buy |
14,433
+1,530
| +12% | +$128K | 1.1% | 31 |
|
2015
Q4 | $1.01M | Sell |
12,903
-74
| -0.6% | -$5.77K | 0.96% | 32 |
|
2015
Q3 | $965K | Hold |
12,977
| – | – | 0.98% | 31 |
|
2015
Q2 | $1.08M | Sell |
12,977
-166
| -1% | -$13.8K | 0.98% | 31 |
|
2015
Q1 | $1.12M | Sell |
13,143
-160
| -1% | -$13.6K | 0.93% | 33 |
|
2014
Q4 | $1.23M | Buy |
13,303
+50
| +0.4% | +$4.62K | 1.02% | 31 |
|
2014
Q3 | $1.25M | Sell |
13,253
-135
| -1% | -$12.7K | 1% | 32 |
|
2014
Q2 | $1.35M | Sell |
13,388
-958
| -7% | -$96.5K | 0.99% | 32 |
|
2014
Q1 | $1.4M | Sell |
14,346
-85
| -0.6% | -$8.3K | 1.04% | 32 |
|
2013
Q4 | $1.46M | Buy |
14,431
+75
| +0.5% | +$7.59K | 1.15% | 31 |
|
2013
Q3 | $1.24M | Sell |
14,356
-920
| -6% | -$79.1K | 1.03% | 32 |
|
2013
Q2 | $1.38M | Buy |
+15,276
| New | +$1.38M | 1.12% | 32 |
|