Moseley Investment 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
$688K Sell
6,386
-63
-1% -$6.79K 0.24% 80
2025
Q1
$767K Buy
6,449
+471
+8% +$56K 0.3% 74
2024
Q4
$643K Buy
5,978
+347
+6% +$37.3K 0.25% 77
2024
Q3
$660K Buy
5,631
+44
+0.8% +$5.16K 0.26% 78
2024
Q2
$643K Buy
5,587
+939
+20% +$108K 0.3% 74
2024
Q1
$540K Sell
4,648
-447
-9% -$52K 0.27% 82
2023
Q4
$509K Buy
5,095
+101
+2% +$10.1K 0.28% 81
2023
Q3
$587K Buy
4,994
+121
+2% +$14.2K 0.35% 67
2023
Q2
$523K Hold
4,873
0.3% 77
2023
Q1
$534K Sell
4,873
-299
-6% -$32.8K 0.35% 71
2022
Q4
$571K Buy
5,172
+515
+11% +$56.8K 0.41% 61
2022
Q3
$407K Sell
4,657
-750
-14% -$65.5K 0.3% 83
2022
Q2
$463K Buy
5,407
+400
+8% +$34.3K 0.32% 85
2022
Q1
$414K Sell
5,007
-300
-6% -$24.8K 0.22% 107
2021
Q4
$325K Hold
5,307
0.15% 139
2021
Q3
$323K Hold
5,307
0.16% 134
2021
Q2
$335K Hold
5,307
0.17% 127
2021
Q1
$296K Hold
5,307
0.16% 126
2020
Q4
$219K Buy
+5,307
New +$219K 0.13% 144
2020
Q3
Sell
-7,249
Closed -$324K 143
2020
Q2
$324K Buy
7,249
+730
+11% +$32.6K 0.27% 94
2020
Q1
$248K Sell
6,519
-52
-0.8% -$1.98K 0.29% 96
2019
Q4
$459K Sell
6,571
-1,295
-16% -$90.5K 0.45% 65
2019
Q3
$555K Sell
7,866
-2,977
-27% -$210K 0.58% 51
2019
Q2
$831K Buy
10,843
+124
+1% +$9.5K 0.77% 42
2019
Q1
$866K Buy
+10,719
New +$866K 0.9% 34