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 |
|