New Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $384K | Buy |
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|
2025
Q2 | $354K | Buy |
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|
2025
Q1 | $373K | Sell |
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|
2024
Q4 | $495K | Sell |
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|
2024
Q3 | $583K | Sell |
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|
2024
Q2 | $599K | Buy |
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|
2024
Q1 | $511K | Hold |
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|
2023
Q4 | $440K | Hold |
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|
2023
Q3 | $517K | Buy |
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|
2023
Q1 | $511K | Hold |
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|
2022
Q4 | $514K | Hold |
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|
2022
Q3 | $407K | Hold |
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|
2022
Q2 | $401K | Sell |
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|
2022
Q1 | $406K | Buy |
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|
2021
Q1 | $46K | Sell |
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|
2020
Q4 | $87K | Sell |
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|
2020
Q3 | $84K | Sell |
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|
2020
Q2 | $119K | Buy |
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|
2020
Q1 | $42K | Sell |
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|
2019
Q4 | $312K | Sell |
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|
2019
Q3 | $385K | Sell |
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|
2019
Q2 | $431K | Sell |
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|
2019
Q1 | $482K | Buy |
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|
2018
Q4 | $407K | Sell |
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|
2018
Q3 | $532K | Buy |
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|
2018
Q2 | $518K | Sell |
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|
2018
Q1 | $491K | Sell |
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|
2017
Q4 | $597K | Sell |
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|
2017
Q3 | $595K | Sell |
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|
2017
Q2 | $734K | Hold |
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|
2017
Q1 | $734K | Buy |
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|
2016
Q4 | $717K | Buy |
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