Mount Vernon Associates’s Exxon Mobil XOM Stock Holding History

Mount Vernon Associates’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$482K	Hold	4,472	–	–	0.35%	38
2025 Q1	$532K	Hold	4,472	–	–	0.43%	38
2024 Q4	$481K	Hold	4,472	–	–	0.37%	38
2024 Q3	$524K	Hold	4,472	–	–	0.42%	39
2024 Q2	$515K	Sell	4,472 -100	-2%	-$11.5K	0.46%	38
2024 Q1	$531K	Hold	4,572	–	–	0.45%	40
2023 Q4	$457K	Hold	4,572	–	–	0.45%	39
2023 Q3	$538K	Sell	4,572 -249	-5%	-$29.3K	0.59%	36
2023 Q2	$517K	Hold	4,821	–	–	0.55%	37
2023 Q1	$529K	Hold	4,821	–	–	0.63%	34
2022 Q4	$532K	Hold	4,821	–	–	0.68%	34
2022 Q3	$421K	Hold	4,821	–	–	0.55%	34
2022 Q2	$413K	Sell	4,821 -150	-3%	-$12.9K	0.5%	38
2022 Q1	$411K	Sell	4,971 -115	-2%	-$9.51K	0.4%	40
2021 Q4	$311K	Sell	5,086 -300	-6%	-$18.3K	0.27%	45
2021 Q3	$317K	Hold	5,386	–	–	0.29%	43
2021 Q2	$340K	Sell	5,386 -700	-12%	-$44.2K	0.31%	43
2021 Q1	$340K	Sell	6,086 -335	-5%	-$18.7K	0.33%	44
2020 Q4	$265K	Sell	6,421 -750	-10%	-$31K	0.28%	44
2020 Q3	$246K	Hold	7,171	–	–	0.29%	44
2020 Q2	$321K	Sell	7,171 -49	-0.7%	-$2.19K	0.42%	36
2020 Q1	$274K	Sell	7,220 -100	-1%	-$3.8K	0.46%	35
2019 Q4	$511K	Hold	7,320	–	–	0.7%	32
2019 Q3	$517K	Hold	7,320	–	–	0.77%	31
2019 Q2	$561K	Hold	7,320	–	–	0.83%	30
2019 Q1	$591K	Hold	7,320	–	–	0.9%	31
2018 Q4	$499K	Hold	7,320	–	–	0.88%	31
2018 Q3	$622K	Buy	7,320 +117	+2%	+$9.94K	0.92%	31
2018 Q2	$596K	Sell	7,203 -857	-11%	-$70.9K	0.93%	31
2018 Q1	$601K	Hold	8,060	–	–	0.93%	33
2017 Q4	$674K	Hold	8,060	–	–	1.02%	33
2017 Q3	$661K	Hold	8,060	–	–	1.09%	33
2017 Q2	$651K	Sell	8,060 -100	-1%	-$8.08K	1.17%	33
2017 Q1	$669K	Sell	8,160 -50	-0.6%	-$4.1K	1.23%	33
2016 Q4	$741K	Sell	8,210 -100	-1%	-$9.03K	1.46%	31
2016 Q3	$725K	Sell	8,310 -704	-8%	-$61.4K	1.5%	31
2016 Q2	$845K	Buy	9,014 +400	+5%	+$37.5K	1.8%	28
2016 Q1	$720K	Sell	8,614 -400	-4%	-$33.4K	1.6%	30
2015 Q4	$703K	Hold	9,014	–	–	1.54%	31
2015 Q3	$670K	Sell	9,014 -100	-1%	-$7.43K	1.55%	33
2015 Q2	$758K	Sell	9,114 -100	-1%	-$8.32K	1.64%	30
2015 Q1	$783K	Hold	9,214	–	–	1.69%	28
2014 Q4	$852K	Buy	9,214 +668	+8%	+$61.8K	1.95%	22
2014 Q3	$804K	Sell	8,546 -200	-2%	-$18.8K	2%	22
2014 Q2	$881K	Hold	8,746	–	–	2.24%	20
2014 Q1	$854K	Sell	8,746 -143	-2%	-$14K	2.23%	21
2013 Q4	$900K	Sell	8,889 -33	-0.4%	-$3.34K	2.36%	18
2013 Q3	$768K	Sell	8,922 -23,000	-72%	-$1.98M	2.34%	19
2013 Q2	$2.88M	Buy	+31,922	New	+$2.88M	3.11%	15