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