NCM
Nelson Capital Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Buy |
49,290
+590
| +1% | +$63.6K | 0.7% | 28 |
|
|
2025
Q1 | $5.79M | Sell |
48,700
-678
| -1% | -$80.6K | 1% | 24 |
|
|
2024
Q4 | $5.31M | Sell |
49,378
-1,634
| -3% | -$176K | 0.88% | 26 |
|
|
2024
Q3 | $5.98M | Sell |
51,012
-516
| -1% | -$60.5K | 1.01% | 24 |
|
|
2024
Q2 | $5.93M | Sell |
51,528
-3,118
| -6% | -$359K | 1.05% | 22 |
|
|
2024
Q1 | $6.35M | Buy |
54,646
+3,560
| +7% | +$414K | 1.21% | 20 |
|
|
2023
Q4 | $5.11M | Sell |
51,086
-468
| -0.9% | -$46.8K | 1.14% | 26 |
|
|
2023
Q3 | $6.06M | Sell |
51,554
-414
| -0.8% | -$48.7K | 1.49% | 19 |
|
|
2023
Q2 | $5.57M | Sell |
51,968
-2,689
| -5% | -$288K | 1.44% | 19 |
|
|
2023
Q1 | $5.99M | Sell |
54,657
-5,624
| -9% | -$617K | 1.7% | 17 |
|
|
2022
Q4 | $6.65M | Sell |
60,281
-2,857
| -5% | -$315K | 1.95% | 16 |
|
|
2022
Q3 | $5.51M | Sell |
63,138
-986
| -2% | -$86.1K | 1.62% | 21 |
|
|
2022
Q2 | $5.49M | Sell |
64,124
-112
| -0.2% | -$9.59K | 1.52% | 26 |
|
|
2022
Q1 | $5.31M | Buy |
64,236
+42,806
| +200% | +$3.54M | 1.04% | 33 |
|
|
2021
Q4 | $1.31M | Buy |
21,430
+1,101
| +5% | +$67.4K | 0.24% | 69 |
|
|
2021
Q3 | $1.2M | Buy |
20,329
+1,876
| +10% | +$110K | 0.24% | 68 |
|
|
2021
Q2 | $1.16M | Buy |
18,453
+1,461
| +9% | +$92.2K | 0.24% | 66 |
|
|
2021
Q1 | $949K | Buy |
16,992
+438
| +3% | +$24.5K | 0.2% | 70 |
|
|
2020
Q4 | $682K | Sell |
16,554
-27,109
| -62% | -$1.12M | 0.15% | 68 |
|
|
2020
Q3 | $1.5M | Sell |
43,663
-2,721
| -6% | -$93.4K | 0.26% | 63 |
|
|
2020
Q2 | $2.07M | Buy |
46,384
+9,887
| +27% | +$442K | 0.45% | 54 |
|
|
2020
Q1 | $1.39M | Buy |
36,497
+1,303
| +4% | +$49.5K | 0.37% | 58 |
|
|
2019
Q4 | $2.46M | Sell |
35,194
-17,374
| -33% | -$1.21M | 0.52% | 56 |
|
|
2019
Q3 | $3.71M | Buy |
52,568
+1,662
| +3% | +$117K | 0.88% | 42 |
|
|
2019
Q2 | $3.9M | Sell |
50,906
-8,776
| -15% | -$673K | 0.92% | 41 |
|
|
2019
Q1 | $4.82M | Buy |
59,682
+5,910
| +11% | +$477K | 1.2% | 37 |
|
|
2018
Q4 | $3.67M | Sell |
53,772
-14,628
| -21% | -$998K | 1.02% | 39 |
|
|
2018
Q3 | $5.82M | Buy |
68,400
+400
| +0.6% | +$34K | 1.34% | 33 |
|
|
2018
Q2 | $5.63M | Buy |
68,000
+3,151
| +5% | +$261K | 1.45% | 27 |
|
|
2018
Q1 | $4.84M | Buy |
64,849
+8,848
| +16% | +$660K | 1.25% | 39 |
|
|
2017
Q4 | $4.68M | Sell |
56,001
-874
| -2% | -$73.1K | 1.46% | 39 |
|
|
2017
Q3 | $4.66M | Sell |
56,875
-630
| -1% | -$51.7K | 1.54% | 36 |
|
|
2017
Q2 | $4.64M | Sell |
57,505
-525
| -0.9% | -$42.4K | 1.57% | 33 |
|
|
2017
Q1 | $4.76M | Buy |
58,030
+351
| +0.6% | +$28.8K | 1.6% | 35 |
|
|
2016
Q4 | $5.21M | Sell |
57,679
-2,678
| -4% | -$242K | 1.82% | 28 |
|
|
2016
Q3 | $5.27M | Buy |
60,357
+2,110
| +4% | +$184K | 1.87% | 27 |
|
|
2016
Q2 | $5.46M | Buy |
58,247
+275
| +0.5% | +$25.8K | 2.05% | 20 |
|
|
2016
Q1 | $4.85M | Sell |
57,972
-640
| -1% | -$53.5K | 1.83% | 28 |
|
|
2015
Q4 | $4.57M | Sell |
58,612
-2,075
| -3% | -$162K | 1.76% | 29 |
|
|
2015
Q3 | $4.51M | Buy |
60,687
+2,227
| +4% | +$166K | 1.73% | 31 |
|
|
2015
Q2 | $4.86M | Buy |
58,460
+45,920
| +366% | +$3.82M | 1.76% | 29 |
|
|
2015
Q1 | $1.07M | Sell |
12,540
-640
| -5% | -$54.4K | 0.38% | 52 |
|
|
2014
Q4 | $1.22M | Buy |
13,180
+260
| +2% | +$24K | 0.45% | 48 |
|
|
2014
Q3 | $1.22M | Sell |
12,920
-100
| -0.8% | -$9.4K | 0.46% | 47 |
|
|
2014
Q2 | $1.31M | Buy |
13,020
+200
| +2% | +$20.1K | 0.52% | 47 |
|
|
2014
Q1 | $1.25M | Hold |
12,820
| – | – | 0.55% | 46 |
|
|
2013
Q4 | $1.3M | Sell |
12,820
-25
| -0.2% | -$2.53K | 0.58% | 47 |
|
|
2013
Q3 | $1.11M | Buy |
12,845
+246
| +2% | +$21.2K | 0.53% | 46 |
|
|
2013
Q2 | $1.14M | Buy |
+12,599
| New | +$1.14M | 0.58% | 44 |
|