Opus 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 | $2.59M | Hold |
24,000
| – | – | 1.72% | 18 |
|
|
2025
Q1 | $2.85M | Hold |
24,000
| – | – | 2.03% | 18 |
|
|
2024
Q4 | $2.58M | Hold |
24,000
| – | – | 1.91% | 20 |
|
|
2024
Q3 | $2.81M | Hold |
24,000
| – | – | 1.98% | 19 |
|
|
2024
Q2 | $2.76M | Hold |
24,000
| – | – | 1.78% | 21 |
|
|
2024
Q1 | $2.79M | Hold |
24,000
| – | – | 1.82% | 21 |
|
|
2023
Q4 | $2.4M | Hold |
24,000
| – | – | 1.38% | 23 |
|
|
2023
Q3 | $2.82M | Hold |
24,000
| – | – | 1.74% | 21 |
|
|
2023
Q2 | $2.57M | Hold |
24,000
| – | – | 0.92% | 41 |
|
|
2023
Q1 | $2.63M | Hold |
24,000
| – | – | 0.95% | 41 |
|
|
2022
Q4 | $2.65M | Sell |
24,000
-6,000
| -20% | -$662K | 0.94% | 45 |
|
|
2022
Q3 | $2.62M | Hold |
30,000
| – | – | 0.61% | 58 |
|
|
2022
Q2 | $2.57M | Hold |
30,000
| – | – | 0.56% | 65 |
|
|
2022
Q1 | $2.48M | Buy |
+30,000
| New | +$2.48M | 0.38% | 79 |
|
|
2020
Q2 | – | Sell |
-40,200
| Closed | -$1.53M | – | 93 |
|
|
2020
Q1 | $1.53M | Sell |
40,200
-300
| -0.7% | -$11.4K | 0.32% | 76 |
|
|
2019
Q4 | $2.83M | Hold |
40,500
| – | – | 0.46% | 68 |
|
|
2019
Q3 | $2.86M | Buy |
40,500
+300
| +0.7% | +$21.2K | 0.5% | 67 |
|
|
2019
Q2 | $3.08M | Hold |
40,200
| – | – | 0.58% | 56 |
|
|
2019
Q1 | $3.25M | Buy |
40,200
+4,200
| +12% | +$339K | 0.64% | 49 |
|
|
2018
Q4 | $2.46M | Hold |
36,000
| – | – | 0.53% | 60 |
|
|
2018
Q3 | $3.06M | Hold |
36,000
| – | – | 0.53% | 57 |
|
|
2018
Q2 | $2.98M | Buy |
36,000
+4,000
| +13% | +$331K | 0.54% | 55 |
|
|
2018
Q1 | $2.39M | Buy |
32,000
+4,000
| +14% | +$299K | 0.44% | 60 |
|
|
2017
Q4 | $2.34M | Hold |
28,000
| – | – | 0.42% | 59 |
|
|
2017
Q3 | $2.3M | Buy |
28,000
+20,000
| +250% | +$1.64M | 0.42% | 62 |
|
|
2017
Q2 | $646K | Buy |
+8,000
| New | +$646K | 0.11% | 84 |
|