New Vernon 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 | $2.14M | Hold |
19,850
| – | – | 2.49% | 15 |
|
2025
Q1 | $2.36M | Buy |
19,850
+18,250
| +1,141% | +$2.17M | 3.16% | 13 |
|
2024
Q4 | $450K | Sell |
1,600
-18,250
| -92% | -$5.13M | 0.59% | 35 |
|
2024
Q3 | $2.33M | Hold |
19,850
| – | – | 2.5% | 14 |
|
2024
Q2 | $2.29M | Hold |
19,850
| – | – | 2.97% | 14 |
|
2024
Q1 | $2.31M | Hold |
19,850
| – | – | 1.96% | 14 |
|
2023
Q4 | $1.98M | Hold |
19,850
| – | – | 2.29% | 14 |
|
2023
Q3 | $2.33M | Hold |
19,850
| – | – | 3.57% | 11 |
|
2023
Q2 | $2.13M | Hold |
19,850
| – | – | 3.45% | 11 |
|
2023
Q1 | $2.18M | Hold |
19,850
| – | – | 4.48% | 9 |
|
2022
Q4 | $2.19M | Hold |
19,850
| – | – | 3.36% | 11 |
|
2022
Q3 | $1.73M | Hold |
19,850
| – | – | 3.53% | 10 |
|
2022
Q2 | $1.7M | Hold |
19,850
| – | – | 2.93% | 11 |
|
2022
Q1 | $1.64M | Buy |
+19,850
| New | +$1.64M | 2.29% | 12 |
|