Mendel Capital 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 | $334K | Buy |
3,102
+438
| +16% | +$47.2K | 0.19% | 75 |
|
|
2025
Q1 | $317K | Buy |
2,664
+168
| +7% | +$20K | 0.19% | 78 |
|
|
2024
Q4 | $269K | Buy |
2,496
+103
| +4% | +$11.1K | 0.16% | 80 |
|
|
2024
Q3 | $280K | Sell |
2,393
-635
| -21% | -$74.4K | 0.17% | 82 |
|
|
2024
Q2 | $349K | Buy |
3,028
+45
| +2% | +$5.18K | 0.23% | 72 |
|
|
2024
Q1 | $347K | Buy |
2,983
+310
| +12% | +$36K | 0.23% | 71 |
|
|
2023
Q4 | $267K | Buy |
2,673
+201
| +8% | +$20.1K | 0.19% | 81 |
|
|
2023
Q3 | $291K | Hold |
2,472
| – | – | 0.24% | 75 |
|
|
2023
Q2 | $265K | Buy |
2,472
+10
| +0.4% | +$1.07K | 0.21% | 74 |
|
|
2023
Q1 | $270K | Buy |
2,462
+38
| +2% | +$4.17K | 0.24% | 66 |
|
|
2022
Q4 | $267K | Buy |
2,424
+9
| +0.4% | +$993 | 0.28% | 55 |
|
|
2022
Q3 | $211K | Buy |
2,415
+20
| +0.8% | +$1.75K | 0.25% | 59 |
|
|
2022
Q2 | $205K | Buy |
+2,395
| New | +$205K | 0.23% | 62 |
|