Occidental Asset Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.39M | Buy |
14,066
+1,130
| +9% | +$165K | 0.28% | 83 |
|
|
2025
Q4 | $1.56M | Sell |
12,936
-959
| -7% | -$111K | 0.19% | 92 |
|
|
2025
Q3 | $1.57M | Buy |
13,895
+981
| +8% | +$109K | 0.2% | 91 |
|
|
2025
Q2 | $1.39M | Sell |
12,914
-251
| -2% | -$26.8K | 0.19% | 91 |
|
|
2025
Q1 | $1.57M | Buy |
13,165
+1,629
| +14% | +$180K | 0.24% | 89 |
|
|
2024
Q4 | $1.24M | Sell |
11,536
-95
| -0.8% | -$11.1K | 0.19% | 100 |
|
|
2024
Q3 | $1.36M | Buy |
11,631
+1,005
| +9% | +$116K | 0.22% | 96 |
|
|
2024
Q2 | $1.22M | Buy |
10,626
+501
| +5% | +$58.4K | 0.21% | 103 |
|
|
2024
Q1 | $1.18M | Sell |
10,125
-155
| -2% | -$16.2K | 0.22% | 101 |
|
|
2023
Q4 | $1.03M | Buy |
10,280
+628
| +7% | +$66K | 0.21% | 109 |
|
|
2023
Q3 | $1.13M | Buy |
9,652
+4
| +0% | +$439 | 0.26% | 93 |
|
|
2023
Q2 | $1.03M | Sell |
9,648
-315
| -3% | -$34.4K | 0.23% | 106 |
|
|
2023
Q1 | $1.09M | Buy |
9,963
+625
| +7% | +$69.1K | 0.27% | 100 |
|
|
2022
Q4 | $1.03M | Buy |
9,338
+128
| +1% | +$13.7K | 0.28% | 101 |
|
|
2022
Q3 | $804K | Buy |
9,210
+208
| +2% | +$19K | 0.24% | 103 |
|
|
2022
Q2 | $771K | Buy |
9,002
+109
| +1% | +$9.83K | 0.23% | 108 |
|
|
2022
Q1 | $735K | Buy |
8,893
+237
| +3% | +$18.4K | 0.19% | 110 |
|
|
2021
Q4 | $530K | Buy |
8,656
+3
| +0% | +$187 | 0.13% | 139 |
|
|
2021
Q3 | $509K | Buy |
8,653
+3
| +0% | +$171 | 0.13% | 143 |
|
|
2021
Q2 | $546K | Buy |
8,650
+3
| +0% | +$179 | 0.15% | 139 |
|
|
2021
Q1 | $483K | Buy |
8,647
+2
| +0% | +$105 | 0.14% | 137 |
|
|
2020
Q4 | $356K | Sell |
8,645
-246
| -3% | -$9.22K | 0.12% | 138 |
|
|
2020
Q3 | $305K | Buy |
8,891
+4
| +0% | +$164 | 0.13% | 117 |
|
|
2020
Q2 | $397K | Buy |
+8,887
| New | +$399K | 0.18% | 104 |
|
|
2020
Q1 | – | Sell |
-3,116
| Closed | -$217K | – | 173 |
|
|
2019
Q4 | $217K | Sell |
3,116
-5
| -0.2% | -$346 | 0.09% | 139 |
|
|
2019
Q3 | $220K | Sell |
3,121
-1,193
| -28% | -$86.3K | 0.09% | 135 |
|
|
2019
Q2 | $331K | Sell |
4,314
-922
| -18% | -$71.4K | 0.15% | 120 |
|
|
2019
Q1 | $423K | Buy |
5,236
+1,085
| +26% | +$82.7K | 0.2% | 108 |
|
|
2018
Q4 | $283K | Buy |
4,151
+37
| +0.9% | +$2.9K | 0.16% | 114 |
|
|
2018
Q3 | $350K | Buy |
4,114
+1
| +0% | +$82 | 0.17% | 120 |
|
|
2018
Q2 | $340K | Buy |
4,113
+259
| +7% | +$20.6K | 0.18% | 108 |
|
|
2018
Q1 | $288K | Buy |
3,854
+2
| +0.1% | +$160 | 0.16% | 116 |
|
|
2017
Q4 | $322K | Buy |
3,852
+1
| +0% | +$83 | 0.17% | 112 |
|
|
2017
Q3 | $316K | Hold |
3,851
| – | – | 0.17% | 102 |
|
|
2017
Q2 | $311K | Sell |
3,851
-185
| -5% | -$15.1K | 0.19% | 95 |
|
|
2017
Q1 | $331K | Buy |
4,036
+40
| +1% | +$3.34K | 0.22% | 78 |
|
|
2016
Q4 | $361K | Hold |
3,996
| – | – | 0.26% | 71 |
|
|
2016
Q3 | $349K | Buy |
3,996
+395
| +11% | +$35K | 0.28% | 67 |
|
|
2016
Q2 | $338K | Buy |
3,601
+407
| +13% | +$36K | 0.3% | 67 |
|
|
2016
Q1 | $267K | Hold |
3,194
| – | – | 0.32% | 62 |
|
|
2015
Q4 | $249K | Hold |
3,194
| – | – | 0.32% | 60 |
|
|
2015
Q3 | $237K | Hold |
3,194
| – | – | 0.33% | 57 |
|
|
2015
Q2 | $271K | Hold |
3,194
| – | – | 0.36% | 55 |
|
|
2015
Q1 | $266K | Hold |
3,194
| – | – | 0.33% | 54 |
|
|
2014
Q4 | $295K | Sell |
3,194
-954
| -23% | -$89K | 0.45% | 49 |
|
|
2014
Q3 | $390K | Hold |
4,148
| – | – | 0.64% | 39 |
|
|
2014
Q2 | $418K | Sell |
4,148
-217
| -5% | -$21.9K | 0.72% | 39 |
|
|
2014
Q1 | $426K | Buy |
+4,365
| New | +$416K | 0.76% | 35 |
|
Other funds holding XOM
VCM
VPM
