Mraz Amerine & Associates’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 | $310K | Sell |
2,875
-673
| -19% | -$72.5K | 0.05% | 142 |
|
2025
Q1 | $418K | Buy |
+3,548
| New | +$418K | 0.07% | 114 |
|
2024
Q4 | – | Sell |
-2,328
| Closed | -$273K | – | 175 |
|
2024
Q3 | $273K | Sell |
2,328
-341
| -13% | -$40K | 0.05% | 132 |
|
2024
Q2 | $307K | Buy |
2,669
+441
| +20% | +$50.8K | 0.06% | 131 |
|
2024
Q1 | $259K | Hold |
2,228
| – | – | 0.05% | 147 |
|
2023
Q4 | $223K | Hold |
2,228
| – | – | 0.05% | 157 |
|
2023
Q3 | $262K | Hold |
2,228
| – | – | 0.06% | 147 |
|
2023
Q2 | $239K | Hold |
2,228
| – | – | 0.06% | 153 |
|
2023
Q1 | $244K | Hold |
2,228
| – | – | 0.06% | 147 |
|
2022
Q4 | $246K | Buy |
+2,228
| New | +$246K | 0.06% | 146 |
|
2020
Q3 | – | Sell |
-6,104
| Closed | -$273K | – | 167 |
|
2020
Q2 | $273K | Sell |
6,104
-1,600
| -21% | -$71.6K | 0.1% | 104 |
|
2020
Q1 | $293K | Sell |
7,704
-200
| -3% | -$7.61K | 0.12% | 95 |
|
2019
Q4 | $552K | Sell |
7,904
-500
| -6% | -$34.9K | 0.16% | 83 |
|
2019
Q3 | $593K | Hold |
8,404
| – | – | 0.18% | 78 |
|
2019
Q2 | $644K | Hold |
8,404
| – | – | 0.19% | 70 |
|
2019
Q1 | $679K | Sell |
8,404
-226
| -3% | -$18.3K | 0.21% | 67 |
|
2018
Q4 | $588K | Buy |
8,630
+1,500
| +21% | +$102K | 0.19% | 64 |
|
2018
Q3 | $606K | Hold |
7,130
| – | – | 0.18% | 78 |
|
2018
Q2 | $590K | Buy |
7,130
+2,900
| +69% | +$240K | 0.18% | 81 |
|
2018
Q1 | $316K | Buy |
4,230
+100
| +2% | +$7.47K | 0.1% | 115 |
|
2017
Q4 | $345K | Sell |
4,130
-68
| -2% | -$5.68K | 0.11% | 113 |
|
2017
Q3 | $344K | Sell |
4,198
-748
| -15% | -$61.3K | 0.11% | 112 |
|
2017
Q2 | $399K | Buy |
4,946
+1
| +0% | +$81 | 0.12% | 107 |
|
2017
Q1 | $404K | Sell |
4,945
-467
| -9% | -$38.2K | 0.13% | 107 |
|
2016
Q4 | $489K | Sell |
5,412
-3
| -0.1% | -$271 | 0.15% | 90 |
|
2016
Q3 | $473K | Buy |
5,415
+1
| +0% | +$87 | 0.16% | 90 |
|
2016
Q2 | $508K | Buy |
5,414
+225
| +4% | +$21.1K | 0.18% | 80 |
|
2016
Q1 | $434K | Buy |
5,189
+4
| +0.1% | +$335 | 0.16% | 87 |
|
2015
Q4 | $404K | Buy |
5,185
+801
| +18% | +$62.4K | 0.15% | 91 |
|
2015
Q3 | $326K | Hold |
4,384
| – | – | 0.13% | 98 |
|
2015
Q2 | $365K | Buy |
4,384
+1
| +0% | +$83 | 0.14% | 100 |
|
2015
Q1 | $373K | Buy |
4,383
+175
| +4% | +$14.9K | 0.14% | 97 |
|
2014
Q4 | $389K | Buy |
4,208
+1
| +0% | +$92 | 0.15% | 95 |
|
2014
Q3 | $396K | Buy |
4,207
+140
| +3% | +$13.2K | 0.15% | 95 |
|
2014
Q2 | $409K | Buy |
4,067
+701
| +21% | +$70.5K | 0.16% | 90 |
|
2014
Q1 | $329K | Sell |
3,366
-44
| -1% | -$4.3K | 0.14% | 100 |
|
2013
Q4 | $345K | Sell |
3,410
-100
| -3% | -$10.1K | 0.15% | 93 |
|
2013
Q3 | $302K | Buy |
3,510
+1
| +0% | +$86 | 0.15% | 95 |
|
2013
Q2 | $317K | Buy |
+3,509
| New | +$317K | 0.16% | 91 |
|