Lee, Danner & Bass’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 | $16.7M | Buy |
155,207
+3,115
| +2% | +$336K | 1.3% | 14 |
|
|
2025
Q1 | $18.1M | Sell |
152,092
-1,297
| -0.8% | -$154K | 1.46% | 15 |
|
|
2024
Q4 | $16.5M | Buy |
153,389
+9,857
| +7% | +$1.06M | 1.31% | 17 |
|
|
2024
Q3 | $16.8M | Buy |
143,532
+3,359
| +2% | +$394K | 1.18% | 17 |
|
|
2024
Q2 | $16.1M | Buy |
+140,173
| New | +$16.1M | 1.24% | 15 |
|
|
2023
Q4 | $12M | Sell |
119,708
-2,690
| -2% | -$269K | 1.03% | 20 |
|
|
2023
Q3 | $14.4M | Sell |
122,398
-1,148
| -0.9% | -$135K | 1.3% | 14 |
|
|
2023
Q2 | $13.3M | Buy |
123,546
+255
| +0.2% | +$27.3K | 1.14% | 17 |
|
|
2023
Q1 | $13.5M | Sell |
123,291
-2,392
| -2% | -$262K | 1.24% | 16 |
|
|
2022
Q4 | $13.9M | Sell |
125,683
-2,074
| -2% | -$229K | 1.31% | 15 |
|
|
2022
Q3 | $11.2M | Sell |
127,757
-1,529
| -1% | -$133K | 1.18% | 17 |
|
|
2022
Q2 | $11.1M | Sell |
129,286
-18,192
| -12% | -$1.56M | 1.12% | 19 |
|
|
2022
Q1 | $12.2M | Sell |
147,478
-3,055
| -2% | -$252K | 1.04% | 21 |
|
|
2021
Q4 | $9.21M | Sell |
150,533
-14,957
| -9% | -$915K | 0.79% | 32 |
|
|
2021
Q3 | $9.73M | Sell |
165,490
-591
| -0.4% | -$34.8K | 0.9% | 30 |
|
|
2021
Q2 | $10.5M | Buy |
166,081
+16
| +0% | +$1.01K | 0.95% | 27 |
|
|
2021
Q1 | $9.27M | Sell |
166,065
-397
| -0.2% | -$22.2K | 0.89% | 27 |
|
|
2020
Q4 | $6.86M | Sell |
166,462
-29,814
| -15% | -$1.23M | 0.73% | 37 |
|
|
2020
Q3 | $6.74M | Sell |
196,276
-1,297
| -0.7% | -$44.5K | 0.8% | 32 |
|
|
2020
Q2 | $8.84M | Sell |
197,573
-22,342
| -10% | -$999K | 1.13% | 22 |
|
|
2020
Q1 | $8.35M | Buy |
219,915
+8,738
| +4% | +$332K | 1.19% | 22 |
|
|
2019
Q4 | $14.7M | Buy |
211,177
+29,084
| +16% | +$2.03M | 1.54% | 13 |
|
|
2019
Q3 | $12.9M | Buy |
182,093
+3,028
| +2% | +$214K | 1.38% | 16 |
|
|
2019
Q2 | $13.7M | Buy |
179,065
+7,347
| +4% | +$563K | 1.45% | 15 |
|
|
2019
Q1 | $13.9M | Sell |
171,718
-2,542
| -1% | -$205K | 1.53% | 13 |
|
|
2018
Q4 | $11.9M | Sell |
174,260
-612
| -0.3% | -$41.7K | 1.4% | 14 |
|
|
2018
Q3 | $14.9M | Buy |
174,872
+158
| +0.1% | +$13.4K | 1.47% | 11 |
|
|
2018
Q2 | $14.5M | Sell |
174,714
-4,034
| -2% | -$334K | 1.54% | 12 |
|
|
2018
Q1 | $13.3M | Buy |
178,748
+1,417
| +0.8% | +$106K | 1.39% | 15 |
|
|
2017
Q4 | $14.8M | Sell |
177,331
-3,322
| -2% | -$278K | 1.51% | 12 |
|
|
2017
Q3 | $14.8M | Sell |
180,653
-2,939
| -2% | -$241K | 1.59% | 11 |
|
|
2017
Q2 | $14.8M | Buy |
183,592
+1,211
| +0.7% | +$97.8K | 1.66% | 10 |
|
|
2017
Q1 | $15M | Buy |
182,381
+12,028
| +7% | +$986K | 1.69% | 12 |
|
|
2016
Q4 | $15.4M | Sell |
170,353
-52
| -0% | -$4.69K | 1.81% | 11 |
|
|
2016
Q3 | $14.9M | Buy |
170,405
+1,581
| +0.9% | +$138K | 1.81% | 10 |
|
|
2016
Q2 | $15.8M | Sell |
168,824
-123
| -0.1% | -$11.5K | 1.92% | 10 |
|
|
2016
Q1 | $14.8M | Sell |
168,947
-2,579
| -2% | -$226K | 1.82% | 12 |
|
|
2015
Q4 | $13.4M | Buy |
171,526
+1,045
| +0.6% | +$81.5K | 1.75% | 14 |
|
|
2015
Q3 | $12.7M | Buy |
170,481
+2,452
| +1% | +$182K | 1.69% | 14 |
|
|
2015
Q2 | $14M | Sell |
168,029
-307
| -0.2% | -$25.5K | 1.67% | 13 |
|
|
2015
Q1 | $14.3M | Sell |
168,336
-2,157
| -1% | -$183K | 1.69% | 14 |
|
|
2014
Q4 | $15.8M | Buy |
170,493
+391
| +0.2% | +$36.1K | 1.88% | 13 |
|
|
2014
Q3 | $16M | Sell |
170,102
-633
| -0.4% | -$59.5K | 1.98% | 10 |
|
|
2014
Q2 | $17.2M | Buy |
170,735
+489
| +0.3% | +$49.2K | 2.1% | 10 |
|
|
2014
Q1 | $16.6M | Sell |
170,246
-99
| -0.1% | -$9.67K | 2.16% | 10 |
|
|
2013
Q4 | $17.2M | Sell |
170,345
-17,366
| -9% | -$1.76M | 2.3% | 9 |
|
|
2013
Q3 | $16.2M | Sell |
187,711
-328
| -0.2% | -$28.2K | 2.25% | 9 |
|
|
2013
Q2 | $17M | Buy |
+188,039
| New | +$17M | 2.48% | 7 |
|