Mogy Joel R Investment Counsel’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 | $3.23M | Hold |
29,918
| – | – | 0.19% | 44 |
|
2025
Q1 | $3.56M | Sell |
29,918
-225
| -0.7% | -$26.8K | 0.23% | 44 |
|
2024
Q4 | $3.24M | Hold |
30,143
| – | – | 0.19% | 43 |
|
2024
Q3 | $3.53M | Hold |
30,143
| – | – | 0.22% | 42 |
|
2024
Q2 | $3.47M | Hold |
30,143
| – | – | 0.22% | 44 |
|
2024
Q1 | $3.5M | Hold |
30,143
| – | – | 0.24% | 44 |
|
2023
Q4 | $3.01M | Hold |
30,143
| – | – | 0.23% | 47 |
|
2023
Q3 | $3.54M | Hold |
30,143
| – | – | 0.3% | 46 |
|
2023
Q2 | $3.23M | Hold |
30,143
| – | – | 0.26% | 44 |
|
2023
Q1 | $3.31M | Buy |
30,143
+1
| +0% | +$110 | 0.29% | 45 |
|
2022
Q4 | $3.32M | Sell |
30,142
-1,700
| -5% | -$188K | 0.33% | 45 |
|
2022
Q3 | $2.78M | Hold |
31,842
| – | – | 0.29% | 45 |
|
2022
Q2 | $2.73M | Buy |
31,842
+222
| +0.7% | +$19K | 0.27% | 46 |
|
2022
Q1 | $2.61M | Hold |
31,620
| – | – | 0.21% | 50 |
|
2021
Q4 | $1.94M | Sell |
31,620
-511
| -2% | -$31.3K | 0.14% | 55 |
|
2021
Q3 | $1.89M | Hold |
32,131
| – | – | 0.15% | 55 |
|
2021
Q2 | $2.03M | Hold |
32,131
| – | – | 0.17% | 58 |
|
2021
Q1 | $1.79M | Sell |
32,131
-4,382
| -12% | -$245K | 0.17% | 59 |
|
2020
Q4 | $1.51M | Sell |
36,513
-645
| -2% | -$26.6K | 0.15% | 61 |
|
2020
Q3 | $1.28M | Sell |
37,158
-325
| -0.9% | -$11.2K | 0.14% | 64 |
|
2020
Q2 | $1.68M | Hold |
37,483
| – | – | 0.2% | 55 |
|
2020
Q1 | $1.42M | Sell |
37,483
-4,300
| -10% | -$163K | 0.2% | 57 |
|
2019
Q4 | $2.92M | Sell |
41,783
-600
| -1% | -$41.9K | 0.35% | 47 |
|
2019
Q3 | $2.99M | Sell |
42,383
-200
| -0.5% | -$14.1K | 0.38% | 45 |
|
2019
Q2 | $3.26M | Sell |
42,583
-1,902
| -4% | -$146K | 0.43% | 43 |
|
2019
Q1 | $3.59M | Sell |
44,485
-16,840
| -27% | -$1.36M | 0.49% | 43 |
|
2018
Q4 | $4.18M | Sell |
61,325
-8,070
| -12% | -$550K | 0.65% | 37 |
|
2018
Q3 | $5.9M | Sell |
69,395
-13,593
| -16% | -$1.16M | 0.79% | 34 |
|
2018
Q2 | $6.87M | Sell |
82,988
-4,007
| -5% | -$332K | 1.02% | 32 |
|
2018
Q1 | $6.49M | Sell |
86,995
-3,352
| -4% | -$250K | 1.01% | 33 |
|
2017
Q4 | $7.56M | Sell |
90,347
-1,352
| -1% | -$113K | 1.18% | 29 |
|
2017
Q3 | $7.52M | Sell |
91,699
-28,503
| -24% | -$2.34M | 1.25% | 28 |
|
2017
Q2 | $9.7M | Sell |
120,202
-18,865
| -14% | -$1.52M | 1.66% | 22 |
|
2017
Q1 | $11.4M | Sell |
139,067
-7,972
| -5% | -$654K | 1.97% | 18 |
|
2016
Q4 | $13.3M | Buy |
147,039
+1,117
| +0.8% | +$101K | 2.41% | 12 |
|
2016
Q3 | $12.7M | Sell |
145,922
-350
| -0.2% | -$30.5K | 2.33% | 14 |
|
2016
Q2 | $13.7M | Sell |
146,272
-329
| -0.2% | -$30.8K | 2.54% | 10 |
|
2016
Q1 | $12.3M | Buy |
146,601
+131,712
| +885% | +$11M | 2.27% | 13 |
|
2015
Q4 | $11.6K | Sell |
14,889
-145,036
| -91% | -$113K | 2.18% | 16 |
|
2015
Q3 | $11.9M | Sell |
159,925
-450
| -0.3% | -$33.5K | 2.35% | 12 |
|
2015
Q2 | $13.3M | Sell |
160,375
-5,367
| -3% | -$447K | 2.52% | 10 |
|
2015
Q1 | $14.1M | Sell |
165,742
-6,079
| -4% | -$517K | 2.64% | 10 |
|
2014
Q4 | $15.9M | Sell |
171,821
-3,360
| -2% | -$311K | 3.01% | 7 |
|
2014
Q3 | $16.5M | Sell |
175,181
-7,368
| -4% | -$693K | 3.32% | 7 |
|
2014
Q2 | $18.4M | Buy |
182,549
+6,250
| +4% | +$629K | 3.68% | 5 |
|
2014
Q1 | $17.2M | Buy |
176,299
+575
| +0.3% | +$56.2K | 3.59% | 6 |
|
2013
Q4 | $17.8M | Sell |
175,724
-1,435
| -0.8% | -$145K | 3.76% | 5 |
|
2013
Q3 | $15.2M | Sell |
177,159
-250
| -0.1% | -$21.5K | 3.49% | 5 |
|
2013
Q2 | $16M | Buy |
+177,409
| New | +$16M | 3.89% | 3 |
|