MAM
McLean Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Sell |
5,328
-594
| -10% | -$66K | 0.16% | 75 |
|
|
2025
Q1 | $597K | Sell |
5,922
-3,342
| -36% | -$337K | 0.2% | 64 |
|
|
2024
Q4 | $997K | Buy |
9,264
+3,686
| +66% | +$396K | 0.3% | 44 |
|
|
2024
Q3 | $696K | Sell |
5,578
-10
| -0.2% | -$1.25K | 0.21% | 63 |
|
|
2024
Q2 | $625K | Buy |
5,588
+188
| +3% | +$21K | 0.2% | 62 |
|
|
2024
Q1 | $654K | Buy |
5,400
+63
| +1% | +$7.63K | 0.22% | 60 |
|
|
2023
Q4 | $548K | Buy |
5,337
+46
| +0.9% | +$4.72K | 0.21% | 60 |
|
|
2023
Q3 | $584K | Buy |
5,291
+461
| +10% | +$50.9K | 0.24% | 56 |
|
|
2023
Q2 | $518K | Sell |
4,830
-2,348
| -33% | -$252K | 0.2% | 60 |
|
|
2023
Q1 | $787K | Sell |
7,178
-1,979
| -22% | -$217K | 0.32% | 43 |
|
|
2022
Q4 | $1.01M | Sell |
9,157
-3,217
| -26% | -$355K | 0.34% | 36 |
|
|
2022
Q3 | $1.25M | Sell |
12,374
-75
| -0.6% | -$7.58K | 0.48% | 28 |
|
|
2022
Q2 | $1.04M | Buy |
12,449
+230
| +2% | +$19.2K | 0.41% | 28 |
|
|
2022
Q1 | $1.01M | Buy |
12,219
+176
| +1% | +$14.5K | 0.75% | 24 |
|
|
2021
Q4 | $857K | Sell |
12,043
-113
| -0.9% | -$8.04K | 0.33% | 36 |
|
|
2021
Q3 | $800K | Buy |
12,156
+378
| +3% | +$24.9K | 0.31% | 38 |
|
|
2021
Q2 | $675K | Buy |
11,778
+86
| +0.7% | +$4.93K | 0.3% | 39 |
|
|
2021
Q1 | $660K | Buy |
11,692
+111
| +1% | +$6.27K | 0.52% | 34 |
|
|
2020
Q4 | $477K | Buy |
+11,581
| New | +$477K | 0.42% | 38 |
|