Northwest Capital 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 | $169K | Sell |
1,563
-653
| -29% | -$70.4K | 0.09% | 114 |
|
|
2025
Q1 | $264K | Sell |
2,216
-185
| -8% | -$22K | 0.11% | 104 |
|
|
2024
Q4 | $258K | Hold |
2,401
| – | – | 0.11% | 88 |
|
|
2024
Q3 | $281K | Hold |
2,401
| – | – | 0.1% | 86 |
|
|
2024
Q2 | $276K | Sell |
2,401
-93
| -4% | -$10.7K | 0.1% | 86 |
|
|
2024
Q1 | $290K | Hold |
2,494
| – | – | 0.09% | 98 |
|
|
2023
Q4 | $249K | Sell |
2,494
-530
| -18% | -$53K | 0.08% | 99 |
|
|
2023
Q3 | $356K | Buy |
3,024
+721
| +31% | +$84.8K | 0.14% | 78 |
|
|
2023
Q2 | $247K | Buy |
2,303
+1
| +0% | +$107 | 0.1% | 95 |
|
|
2023
Q1 | $252K | Sell |
2,302
-15
| -0.6% | -$1.65K | 0.12% | 86 |
|
|
2022
Q4 | $256K | Sell |
2,317
-1,019
| -31% | -$112K | 0.14% | 84 |
|
|
2022
Q3 | $291K | Sell |
3,336
-104
| -3% | -$9.07K | 0.17% | 70 |
|
|
2022
Q2 | $295K | Sell |
3,440
-495
| -13% | -$42.4K | 0.15% | 73 |
|
|
2022
Q1 | $325K | Sell |
3,935
-490
| -11% | -$40.5K | 0.15% | 72 |
|
|
2021
Q4 | $360K | Sell |
4,425
-130
| -3% | -$10.6K | 0.17% | 64 |
|
|
2021
Q3 | $287K | Buy |
4,555
+1,076
| +31% | +$67.8K | 0.15% | 73 |
|
|
2021
Q2 | $200K | Buy |
+3,479
| New | +$200K | 0.11% | 87 |
|
|
2019
Q3 | – | Sell |
-2,918
| Closed | -$224K | – | 61 |
|
|
2019
Q2 | $224K | Hold |
2,918
| – | – | 0.24% | 55 |
|
|
2019
Q1 | $236K | Sell |
2,918
-135
| -4% | -$10.9K | 0.28% | 55 |
|
|
2018
Q4 | $208K | Buy |
3,053
+13
| +0.4% | +$886 | 0.29% | 63 |
|
|
2018
Q3 | $258K | Hold |
3,040
| – | – | 0.27% | 63 |
|
|
2018
Q2 | $251K | Sell |
3,040
-50
| -2% | -$4.13K | 0.31% | 45 |
|
|
2018
Q1 | $230K | Hold |
3,090
| – | – | 0.25% | 52 |
|
|
2017
Q4 | $258K | Buy |
+3,090
| New | +$258K | 0.28% | 48 |
|