McDaniel Terry & Co’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 | $6.37M | Hold |
59,076
| – | – | 0.52% | 33 |
|
|
2025
Q1 | $7.03M | Sell |
59,076
-16,257
| -22% | -$1.93M | 0.61% | 33 |
|
|
2024
Q4 | $8.1M | Buy |
75,333
+21,501
| +40% | +$2.31M | 0.66% | 33 |
|
|
2024
Q3 | $6.31M | Sell |
53,832
-1,554
| -3% | -$182K | 0.53% | 33 |
|
|
2024
Q2 | $6.38M | Buy |
55,386
+444
| +0.8% | +$51.1K | 0.56% | 34 |
|
|
2024
Q1 | $6.39M | Buy |
54,942
+19
| +0% | +$2.21K | 0.57% | 34 |
|
|
2023
Q4 | $5.49M | Sell |
54,923
-40
| -0.1% | -$4K | 0.53% | 34 |
|
|
2023
Q3 | $6.46M | Buy |
54,963
+4,700
| +9% | +$553K | 0.67% | 35 |
|
|
2023
Q2 | $5.39M | Buy |
50,263
+892
| +2% | +$95.7K | 0.55% | 32 |
|
|
2023
Q1 | $5.41M | Hold |
49,371
| – | – | 0.59% | 33 |
|
|
2022
Q4 | $5.45M | Sell |
49,371
-892
| -2% | -$98.4K | 0.63% | 33 |
|
|
2022
Q3 | $4.39M | Buy |
50,263
+100
| +0.2% | +$8.73K | 0.57% | 33 |
|
|
2022
Q2 | $4.3M | Buy |
50,163
+2,265
| +5% | +$194K | 0.53% | 34 |
|
|
2022
Q1 | $3.96M | Hold |
47,898
| – | – | 0.43% | 34 |
|
|
2021
Q4 | $2.93M | Buy |
47,898
+1,432
| +3% | +$87.6K | 0.29% | 37 |
|
|
2021
Q3 | $2.73M | Hold |
46,466
| – | – | 0.32% | 33 |
|
|
2021
Q2 | $2.93M | Sell |
46,466
-265
| -0.6% | -$16.7K | 0.34% | 32 |
|
|
2021
Q1 | $2.61M | Hold |
46,731
| – | – | 0.32% | 32 |
|
|
2020
Q4 | $1.93M | Sell |
46,731
-638
| -1% | -$26.3K | 0.24% | 32 |
|
|
2020
Q3 | $1.63M | Sell |
47,369
-1,367
| -3% | -$46.9K | 0.23% | 32 |
|
|
2020
Q2 | $2.18M | Sell |
48,736
-4,797
| -9% | -$214K | 0.33% | 33 |
|
|
2020
Q1 | $2.03M | Sell |
53,533
-6,262
| -10% | -$238K | 0.37% | 28 |
|
|
2019
Q4 | $4.17M | Sell |
59,795
-3,827
| -6% | -$267K | 0.62% | 28 |
|
|
2019
Q3 | $4.49M | Buy |
63,622
+23,147
| +57% | +$1.63M | 0.72% | 28 |
|
|
2019
Q2 | $3.1M | Sell |
40,475
-5,233
| -11% | -$401K | 0.51% | 28 |
|
|
2019
Q1 | $3.69M | Buy |
45,708
+372
| +0.8% | +$30.1K | 0.63% | 27 |
|
|
2018
Q4 | $3.09M | Sell |
45,336
-1,803
| -4% | -$123K | 0.6% | 28 |
|
|
2018
Q3 | $4.01M | Sell |
47,139
-1,709
| -3% | -$145K | 0.68% | 26 |
|
|
2018
Q2 | $4.04M | Sell |
48,848
-1,079
| -2% | -$89.3K | 0.74% | 26 |
|
|
2018
Q1 | $3.73M | Sell |
49,927
-458
| -0.9% | -$34.2K | 0.68% | 27 |
|
|
2017
Q4 | $4.21M | Sell |
50,385
-1,004
| -2% | -$84K | 0.75% | 27 |
|
|
2017
Q3 | $4.21M | Sell |
51,389
-3,178
| -6% | -$261K | 0.8% | 27 |
|
|
2017
Q2 | $4.41M | Sell |
54,567
-2,426
| -4% | -$196K | 0.85% | 28 |
|
|
2017
Q1 | $4.67M | Sell |
56,993
-1,180
| -2% | -$96.8K | 0.92% | 27 |
|
|
2016
Q4 | $5.25M | Buy |
58,173
+1,063
| +2% | +$96K | 1.09% | 25 |
|
|
2016
Q3 | $4.99M | Sell |
57,110
-396
| -0.7% | -$34.6K | 1.07% | 25 |
|
|
2016
Q2 | $5.39M | Buy |
57,506
+20,867
| +57% | +$1.96M | 1.21% | 24 |
|
|
2016
Q1 | $3.06M | Sell |
36,639
-118
| -0.3% | -$9.87K | 0.72% | 26 |
|
|
2015
Q4 | $2.87M | Buy |
36,757
+1
| +0% | +$78 | 0.75% | 25 |
|
|
2015
Q3 | $2.73M | Buy |
36,756
+4,611
| +14% | +$343K | 0.76% | 25 |
|
|
2015
Q2 | $2.67M | Sell |
32,145
-7,910
| -20% | -$658K | 0.67% | 26 |
|
|
2015
Q1 | $3.41M | Buy |
40,055
+280
| +0.7% | +$23.8K | 0.83% | 26 |
|
|
2014
Q4 | $3.68M | Buy |
39,775
+200
| +0.5% | +$18.5K | 0.87% | 26 |
|
|
2014
Q3 | $3.72M | Sell |
39,575
-106
| -0.3% | -$9.97K | 0.89% | 26 |
|
|
2014
Q2 | $4M | Buy |
39,681
+400
| +1% | +$40.3K | 0.95% | 26 |
|
|
2014
Q1 | $3.84M | Hold |
39,281
| – | – | 0.97% | 26 |
|
|
2013
Q4 | $3.98M | Sell |
39,281
-270
| -0.7% | -$27.3K | 1% | 26 |
|
|
2013
Q3 | $3.4M | Sell |
39,551
-305
| -0.8% | -$26.2K | 0.93% | 28 |
|
|
2013
Q2 | $3.6M | Buy |
+39,856
| New | +$3.6M | 1.07% | 27 |
|