Marshall & Sullivan’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 | $37.7K | Buy |
+350
| New | +$37.7K | 0.02% | 80 |
|
|
2023
Q1 | – | Sell |
-700
| Closed | -$77.2K | – | 93 |
|
|
2022
Q4 | $77.2K | Buy |
+700
| New | +$77.2K | 0.05% | 52 |
|
|
2022
Q3 | – | Sell |
-450
| Closed | -$38K | – | 95 |
|
|
2022
Q2 | $38K | Buy |
+450
| New | +$38K | 0.02% | 62 |
|
|
2021
Q1 | – | Sell |
-29
| Closed | -$700 | – | 62 |
|
|
2020
Q4 | $700 | Sell |
29
-1,371
| -98% | -$33.1K | 0.07% | 52 |
|
|
2020
Q3 | $48K | Hold |
1,400
| – | – | 0.03% | 50 |
|
|
2020
Q2 | $63K | Buy |
+1,400
| New | +$63K | 0.05% | 39 |
|
|
2018
Q4 | – | Sell |
-2,358
| Closed | -$200K | – | 46 |
|
|
2018
Q3 | $200K | Sell |
2,358
-25
| -1% | -$2.12K | 0.15% | 46 |
|
|
2018
Q2 | $197K | Buy |
+2,383
| New | +$197K | 0.18% | 44 |
|
|
2017
Q1 | – | Sell |
-2,200
| Closed | -$198K | – | 56 |
|
|
2016
Q4 | $198K | Hold |
2,200
| – | – | 0.24% | 39 |
|
|
2016
Q3 | $192K | Hold |
2,200
| – | – | 0.25% | 37 |
|
|
2016
Q2 | $206K | Sell |
2,200
-500
| -19% | -$46.8K | 0.27% | 36 |
|
|
2016
Q1 | $225K | Hold |
2,700
| – | – | 0.29% | 35 |
|
|
2015
Q4 | $210K | Hold |
2,700
| – | – | 0.28% | 34 |
|
|
2015
Q3 | $220K | Buy |
2,700
+125
| +5% | +$10.2K | 0.29% | 34 |
|
|
2015
Q2 | $214K | Sell |
2,575
-875
| -25% | -$72.7K | 0.29% | 33 |
|
|
2015
Q1 | $293K | Hold |
3,450
| – | – | 0.38% | 33 |
|
|
2014
Q4 | $318K | Hold |
3,450
| – | – | 0.4% | 35 |
|
|
2014
Q3 | $324K | Buy |
3,450
+1,400
| +68% | +$131K | 0.46% | 34 |
|
|
2014
Q2 | $206K | Hold |
2,050
| – | – | 0.34% | 35 |
|
|
2014
Q1 | $200K | Hold |
2,050
| – | – | 0.36% | 34 |
|
|
2013
Q4 | $207K | Buy |
+2,050
| New | +$207K | 0.38% | 34 |
|