Opus Capital Group’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 | $821K | Buy |
7,615
+253
| +3% | +$27.3K | 0.1% | 59 |
|
|
2025
Q1 | $876K | Buy |
7,362
+36
| +0.5% | +$4.28K | 0.11% | 54 |
|
|
2024
Q4 | $788K | Sell |
7,326
-696
| -9% | -$74.9K | 0.1% | 54 |
|
|
2024
Q3 | $940K | Buy |
8,022
+378
| +5% | +$44.3K | 0.12% | 52 |
|
|
2024
Q2 | $880K | Buy |
7,644
+229
| +3% | +$26.4K | 0.13% | 57 |
|
|
2024
Q1 | $862K | Sell |
7,415
-938
| -11% | -$109K | 0.13% | 56 |
|
|
2023
Q4 | $835K | Sell |
8,353
-58
| -0.7% | -$5.8K | 0.14% | 53 |
|
|
2023
Q3 | $989K | Sell |
8,411
-181
| -2% | -$21.3K | 0.18% | 41 |
|
|
2023
Q2 | $921K | Sell |
8,592
-149
| -2% | -$16K | 0.16% | 47 |
|
|
2023
Q1 | $959K | Buy |
8,741
+1,582
| +22% | +$174K | 0.18% | 42 |
|
|
2022
Q4 | $790K | Buy |
7,159
+1,221
| +21% | +$135K | 0.15% | 52 |
|
|
2022
Q3 | $518K | Sell |
5,938
-57
| -1% | -$4.97K | 0.11% | 59 |
|
|
2022
Q2 | $513K | Sell |
5,995
-32
| -0.5% | -$2.74K | 0.1% | 61 |
|
|
2022
Q1 | $498K | Sell |
6,027
-285
| -5% | -$23.5K | 0.1% | 77 |
|
|
2021
Q4 | $386K | Hold |
6,312
| – | – | 0.08% | 78 |
|
|
2021
Q3 | $371K | Hold |
6,312
| – | – | 0.08% | 77 |
|
|
2021
Q2 | $398K | Buy |
6,312
+185
| +3% | +$11.7K | 0.09% | 79 |
|
|
2021
Q1 | $342K | Sell |
6,127
-25
| -0.4% | -$1.4K | 0.08% | 81 |
|
|
2020
Q4 | $254K | Sell |
6,152
-200
| -3% | -$8.26K | 0.06% | 99 |
|
|
2020
Q3 | $218K | Sell |
6,352
-14
| -0.2% | -$480 | 0.06% | 103 |
|
|
2020
Q2 | $285K | Hold |
6,366
| – | – | 0.09% | 84 |
|
|
2020
Q1 | $242K | Sell |
6,366
-5,132
| -45% | -$195K | 0.09% | 79 |
|
|
2019
Q4 | $802K | Sell |
11,498
-18
| -0.2% | -$1.26K | 0.24% | 57 |
|
|
2019
Q3 | $813K | Buy |
11,516
+29
| +0.3% | +$2.05K | 0.25% | 53 |
|
|
2019
Q2 | $880K | Buy |
11,487
+705
| +7% | +$54K | 0.26% | 47 |
|
|
2019
Q1 | $871K | Sell |
10,782
-175
| -2% | -$14.1K | 0.23% | 92 |
|
|
2018
Q4 | $747K | Sell |
10,957
-50
| -0.5% | -$3.41K | 0.16% | 114 |
|
|
2018
Q3 | $935K | Sell |
11,007
-425
| -4% | -$36.1K | 0.21% | 109 |
|
|
2018
Q2 | $945K | Hold |
11,432
| – | – | 0.23% | 107 |
|
|
2018
Q1 | $853K | Sell |
11,432
-3,225
| -22% | -$241K | 0.21% | 111 |
|
|
2017
Q4 | $1.23M | Hold |
14,657
| – | – | 0.27% | 102 |
|
|
2017
Q3 | $1.2M | Buy |
14,657
+3,081
| +27% | +$253K | 0.27% | 95 |
|
|
2017
Q2 | $934K | Sell |
11,576
-11,320
| -49% | -$913K | 0.18% | 98 |
|
|
2017
Q1 | $1.88M | Buy |
22,896
+9,725
| +74% | +$798K | 0.25% | 86 |
|
|
2016
Q4 | $1.19M | Sell |
13,171
-100
| -0.8% | -$9.03K | 0.18% | 85 |
|
|
2016
Q3 | $1.16M | Sell |
13,271
-100
| -0.7% | -$8.73K | 0.24% | 87 |
|
|
2016
Q2 | $1.25M | Sell |
13,371
-150
| -1% | -$14.1K | 0.28% | 82 |
|
|
2016
Q1 | $1.13M | Hold |
13,521
| – | – | 0.25% | 95 |
|
|
2015
Q4 | $1.05M | Sell |
13,521
-391
| -3% | -$30.5K | 0.18% | 118 |
|
|
2015
Q3 | $1.03M | Sell |
13,912
-100
| -0.7% | -$7.43K | 0.17% | 117 |
|
|
2015
Q2 | $1.17M | Sell |
14,012
-4,585
| -25% | -$382K | 0.18% | 115 |
|
|
2015
Q1 | $1.58M | Buy |
18,597
+245
| +1% | +$20.8K | 0.25% | 104 |
|
|
2014
Q4 | $1.7M | Sell |
18,352
-650
| -3% | -$60.1K | 0.25% | 103 |
|
|
2014
Q3 | $1.79M | Hold |
19,002
| – | – | 0.25% | 101 |
|
|
2014
Q2 | $1.91M | Buy |
19,002
+63
| +0.3% | +$6.34K | 0.13% | 95 |
|
|
2014
Q1 | $1.85M | Buy |
18,939
+200
| +1% | +$19.5K | 0.13% | 88 |
|
|
2013
Q4 | $1.9M | Buy |
+18,739
| New | +$1.9M | 0.1% | 90 |
|
|
2013
Q3 | – | Sell |
-15,597
| Closed | -$1.41M | – | 142 |
|
|
2013
Q2 | $1.41M | Buy |
+15,597
| New | +$1.41M | 0.09% | 87 |
|