Morton 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 | $1.1M | Buy |
10,217
+275
| +3% | +$29.6K | 0.2% | 45 |
|
|
2025
Q1 | $1.18M | Sell |
9,942
-717
| -7% | -$85.3K | 0.23% | 41 |
|
|
2024
Q4 | $1.15M | Sell |
10,659
-63
| -0.6% | -$6.78K | 0.22% | 44 |
|
|
2024
Q3 | $1.26M | Buy |
10,722
+1,574
| +17% | +$185K | 0.25% | 37 |
|
|
2024
Q2 | $1.05M | Sell |
9,148
-735
| -7% | -$84.6K | 0.25% | 37 |
|
|
2024
Q1 | $1.15M | Sell |
9,883
-324
| -3% | -$37.7K | 0.31% | 31 |
|
|
2023
Q4 | $1.02M | Sell |
10,207
-446
| -4% | -$44.6K | 0.3% | 32 |
|
|
2023
Q3 | $1.25M | Buy |
10,653
+90
| +0.9% | +$10.6K | 0.44% | 23 |
|
|
2023
Q2 | $1.13M | Hold |
10,563
| – | – | 0.39% | 29 |
|
|
2023
Q1 | $1.16M | Buy |
10,563
+589
| +6% | +$64.6K | 0.41% | 24 |
|
|
2022
Q4 | $1.1M | Sell |
9,974
-27
| -0.3% | -$2.98K | 0.43% | 26 |
|
|
2022
Q3 | $873K | Sell |
10,001
-614
| -6% | -$53.6K | 0.4% | 26 |
|
|
2022
Q2 | $909K | Sell |
10,615
-1,995
| -16% | -$171K | 0.4% | 26 |
|
|
2022
Q1 | $1.04M | Buy |
+12,610
| New | +$1.04M | 0.43% | 22 |
|