Monarch 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 | $5.54M | Buy |
51,436
+912
| +2% | +$98.3K | 1.49% | 24 |
|
|
2025
Q1 | $6.01M | Sell |
50,524
-247
| -0.5% | -$29.4K | 1.67% | 21 |
|
|
2024
Q4 | $5.46M | Sell |
50,771
-415
| -0.8% | -$44.6K | 1.5% | 26 |
|
|
2024
Q3 | $6M | Sell |
51,186
-35
| -0.1% | -$4.1K | 1.62% | 23 |
|
|
2024
Q2 | $5.9M | Sell |
51,221
-973
| -2% | -$112K | 1.73% | 19 |
|
|
2024
Q1 | $6.07M | Sell |
52,194
-450
| -0.9% | -$52.3K | 1.71% | 21 |
|
|
2023
Q4 | $5.26M | Sell |
52,644
-183
| -0.3% | -$18.3K | 1.59% | 24 |
|
|
2023
Q3 | $6.21M | Sell |
52,827
-322
| -0.6% | -$37.9K | 2% | 17 |
|
|
2023
Q2 | $5.7M | Sell |
53,149
-100
| -0.2% | -$10.7K | 1.73% | 21 |
|
|
2023
Q1 | $5.84M | Sell |
53,249
-209
| -0.4% | -$22.9K | 1.79% | 18 |
|
|
2022
Q4 | $5.9M | Sell |
53,458
-2,995
| -5% | -$330K | 1.81% | 18 |
|
|
2022
Q3 | $4.93M | Sell |
56,453
-1,708
| -3% | -$149K | 1.61% | 24 |
|
|
2022
Q2 | $4.98M | Sell |
58,161
-430
| -0.7% | -$36.8K | 1.48% | 27 |
|
|
2022
Q1 | $4.84M | Sell |
58,591
-1,582
| -3% | -$131K | 1.28% | 33 |
|
|
2021
Q4 | $3.68M | Sell |
60,173
-765
| -1% | -$46.8K | 0.94% | 37 |
|
|
2021
Q3 | $3.58M | Sell |
60,938
-312
| -0.5% | -$18.4K | 1% | 38 |
|
|
2021
Q2 | $3.86M | Sell |
61,250
-2,657
| -4% | -$168K | 1.1% | 35 |
|
|
2021
Q1 | $3.57M | Sell |
63,907
-5,530
| -8% | -$309K | 1.06% | 36 |
|
|
2020
Q4 | $2.86M | Sell |
69,437
-8,118
| -10% | -$335K | 0.9% | 38 |
|
|
2020
Q3 | $2.66M | Sell |
77,555
-891
| -1% | -$30.6K | 0.92% | 37 |
|
|
2020
Q2 | $3.51M | Sell |
78,446
-789
| -1% | -$35.3K | 1.28% | 31 |
|
|
2020
Q1 | $3.01M | Buy |
79,235
+5,132
| +7% | +$195K | 1.23% | 34 |
|
|
2019
Q4 | $5.17M | Sell |
74,103
-1,477
| -2% | -$103K | 1.69% | 26 |
|
|
2019
Q3 | $5.34M | Sell |
75,580
-872
| -1% | -$61.6K | 1.87% | 21 |
|
|
2019
Q2 | $5.86M | Sell |
76,452
-667
| -0.9% | -$51.1K | 2.09% | 18 |
|
|
2019
Q1 | $6.23M | Buy |
77,119
+50
| +0.1% | +$4.04K | 2.26% | 17 |
|
|
2018
Q4 | $5.26M | Buy |
77,069
+650
| +0.9% | +$44.3K | 2.13% | 18 |
|
|
2018
Q3 | $6.5M | Sell |
76,419
-2,996
| -4% | -$255K | 2.35% | 16 |
|
|
2018
Q2 | $6.57M | Sell |
79,415
-2,550
| -3% | -$211K | 2.52% | 14 |
|
|
2018
Q1 | $6.12M | Buy |
81,965
+718
| +0.9% | +$53.6K | 2.35% | 15 |
|
|
2017
Q4 | $6.8M | Sell |
81,247
-4,571
| -5% | -$382K | 2.53% | 11 |
|
|
2017
Q3 | $7.04M | Sell |
85,818
-158
| -0.2% | -$13K | 2.62% | 10 |
|
|
2017
Q2 | $6.94M | Sell |
85,976
-12,216
| -12% | -$986K | 2.63% | 10 |
|
|
2017
Q1 | $8.05M | Buy |
98,192
+313
| +0.3% | +$25.7K | 2.95% | 7 |
|
|
2016
Q4 | $8.84M | Sell |
97,879
-356
| -0.4% | -$32.1K | 3.3% | 4 |
|
|
2016
Q3 | $8.57M | Buy |
98,235
+360
| +0.4% | +$31.4K | 3.25% | 3 |
|
|
2016
Q2 | $9.18M | Sell |
97,875
-13,050
| -12% | -$1.22M | 3.42% | 3 |
|
|
2016
Q1 | $9.27M | Buy |
110,925
+2,723
| +3% | +$228K | 3.34% | 4 |
|
|
2015
Q4 | $8.43M | Sell |
108,202
-430
| -0.4% | -$33.5K | 3.24% | 4 |
|
|
2015
Q3 | $8.08M | Buy |
108,632
+7,779
| +8% | +$578K | 3.29% | 3 |
|
|
2015
Q2 | $8.39M | Buy |
100,853
+1,266
| +1% | +$105K | 3.21% | 3 |
|
|
2015
Q1 | $8.47M | Buy |
99,587
+3,605
| +4% | +$306K | 3.2% | 3 |
|
|
2014
Q4 | $8.87M | Buy |
95,982
+3,635
| +4% | +$336K | 3.36% | 3 |
|
|
2014
Q3 | $8.69M | Sell |
92,347
-585
| -0.6% | -$55K | 3.47% | 2 |
|
|
2014
Q2 | $9.36M | Sell |
92,932
-41
| -0% | -$4.13K | 3.61% | 3 |
|
|
2014
Q1 | $9.08M | Sell |
92,973
-325
| -0.3% | -$31.7K | 3.59% | 3 |
|
|
2013
Q4 | $9.44M | Sell |
93,298
-399
| -0.4% | -$40.4K | 3.7% | 3 |
|
|
2013
Q3 | $8.06M | Buy |
93,697
+3,500
| +4% | +$301K | 3.38% | 3 |
|
|
2013
Q2 | $8.15M | Buy |
+90,197
| New | +$8.15M | 3.51% | 3 |
|