Marotta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Sell |
4,171
-412
| -9% | -$44.4K | 0.09% | 68 |
|
|
2025
Q1 | $537K | Buy |
4,583
+213
| +5% | +$25K | 0.11% | 69 |
|
|
2024
Q4 | $469K | Sell |
4,370
-213
| -5% | -$22.9K | 0.1% | 70 |
|
|
2024
Q3 | $537K | Sell |
4,583
-100
| -2% | -$11.7K | 0.11% | 69 |
|
|
2024
Q2 | $538K | Sell |
4,683
-336
| -7% | -$38.6K | 0.11% | 67 |
|
|
2024
Q1 | $583K | Sell |
5,019
-20
| -0.4% | -$2.33K | 0.12% | 64 |
|
|
2023
Q4 | $504K | Sell |
5,039
-929
| -16% | -$92.9K | 0.11% | 66 |
|
|
2023
Q3 | $702K | Buy |
5,968
+355
| +6% | +$41.7K | 0.16% | 58 |
|
|
2023
Q2 | $602K | Buy |
+5,613
| New | +$602K | 0.13% | 62 |
|
|
2022
Q4 | $761K | Buy |
6,896
+11
| +0.2% | +$1.21K | 0.18% | 55 |
|
|
2022
Q3 | $601K | Sell |
6,885
-12
| -0.2% | -$1.05K | 0.16% | 57 |
|
|
2022
Q2 | $604K | Buy |
6,897
+380
| +6% | +$33.3K | 0.15% | 61 |
|
|
2022
Q1 | $538K | Buy |
6,517
+18
| +0.3% | +$1.49K | 0.13% | 69 |
|
|
2021
Q4 | $398K | Buy |
6,499
+282
| +5% | +$17.3K | 0.09% | 75 |
|
|
2021
Q3 | $366K | Sell |
6,217
-131
| -2% | -$7.71K | 0.09% | 74 |
|
|
2021
Q2 | $402K | Sell |
6,348
-790
| -11% | -$50K | 0.1% | 70 |
|
|
2021
Q1 | $410K | Sell |
7,138
-33
| -0.5% | -$1.89K | 0.1% | 66 |
|
|
2020
Q4 | $296K | Sell |
7,171
-1,266
| -15% | -$52.2K | 0.08% | 65 |
|
|
2020
Q3 | $290K | Sell |
8,437
-1,656
| -16% | -$56.9K | 0.09% | 64 |
|
|
2020
Q2 | $451K | Sell |
10,093
-646
| -6% | -$28.9K | 0.14% | 53 |
|
|
2020
Q1 | $403K | Sell |
10,739
-1,245
| -10% | -$46.7K | 0.16% | 52 |
|
|
2019
Q4 | $728K | Buy |
+11,984
| New | +$728K | 0.22% | 49 |
|