Orca 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 | $449K | Buy |
4,163
+62
| +2% | +$6.68K | 0.4% | 49 |
|
|
2025
Q1 | $488K | Buy |
4,101
+15
| +0.4% | +$1.78K | 0.49% | 44 |
|
|
2024
Q4 | $440K | Sell |
4,086
-263
| -6% | -$28.3K | 0.41% | 47 |
|
|
2024
Q3 | $510K | Buy |
4,349
+389
| +10% | +$45.6K | 0.46% | 46 |
|
|
2024
Q2 | $456K | Buy |
3,960
+197
| +5% | +$22.7K | 0.44% | 45 |
|
|
2024
Q1 | $437K | Sell |
3,763
-220
| -6% | -$25.6K | 0.41% | 48 |
|
|
2023
Q4 | $398K | Buy |
3,983
+37
| +0.9% | +$3.7K | 0.38% | 52 |
|
|
2023
Q3 | $464K | Sell |
3,946
-160
| -4% | -$18.8K | 0.52% | 46 |
|
|
2023
Q2 | $440K | Buy |
4,106
+38
| +0.9% | +$4.08K | 0.48% | 48 |
|
|
2023
Q1 | $446K | Buy |
4,068
+4
| +0.1% | +$439 | 0.55% | 46 |
|
|
2022
Q4 | $448K | Buy |
4,064
+62
| +2% | +$6.84K | 0.57% | 47 |
|
|
2022
Q3 | $349K | Sell |
4,002
-90
| -2% | -$7.85K | 0.46% | 51 |
|
|
2022
Q2 | $350K | Buy |
4,092
+85
| +2% | +$7.27K | 0.32% | 53 |
|
|
2022
Q1 | $331K | Buy |
4,007
+115
| +3% | +$9.5K | 0.27% | 54 |
|
|
2021
Q4 | $238K | Sell |
3,892
-130
| -3% | -$7.95K | 0.2% | 60 |
|
|
2021
Q3 | $237K | Sell |
4,022
-271
| -6% | -$16K | 0.21% | 63 |
|
|
2021
Q2 | $271K | Sell |
4,293
-24
| -0.6% | -$1.52K | 0.24% | 62 |
|
|
2021
Q1 | $241K | Buy |
+4,317
| New | +$241K | 0.25% | 60 |
|
|
2019
Q3 | $301K | Buy |
4,267
+9
| +0.2% | +$635 | 0.35% | 61 |
|
|
2019
Q2 | $326K | Sell |
4,258
-21
| -0.5% | -$1.61K | 0.36% | 62 |
|
|
2019
Q1 | $346K | Buy |
4,279
+140
| +3% | +$11.3K | 0.39% | 59 |
|
|
2018
Q4 | $282K | Buy |
4,139
+188
| +5% | +$12.8K | 0.36% | 60 |
|
|
2018
Q3 | $336K | Buy |
3,951
+26
| +0.7% | +$2.21K | 0.34% | 63 |
|
|
2018
Q2 | $325K | Buy |
3,925
+813
| +26% | +$67.3K | 0.35% | 65 |
|
|
2018
Q1 | $232K | Sell |
3,112
-1,415
| -31% | -$105K | 0.27% | 67 |
|
|
2017
Q4 | $379K | Hold |
4,527
| – | – | 0.33% | 68 |
|
|
2017
Q3 | $371K | Hold |
4,527
| – | – | 0.33% | 69 |
|
|
2017
Q2 | $365K | Hold |
4,527
| – | – | 0.34% | 64 |
|
|
2017
Q1 | $371K | Hold |
4,527
| – | – | 0.34% | 65 |
|
|
2016
Q4 | $409K | Buy |
4,527
+756
| +20% | +$68.3K | 0.4% | 62 |
|
|
2016
Q3 | $329K | Sell |
3,771
-30
| -0.8% | -$2.62K | 0.34% | 62 |
|
|
2016
Q2 | $356K | Hold |
3,801
| – | – | 0.35% | 65 |
|
|
2016
Q1 | $318K | Buy |
3,801
+70
| +2% | +$5.86K | 0.36% | 64 |
|
|
2015
Q4 | $291K | Sell |
3,731
-32
| -0.9% | -$2.5K | 0.32% | 67 |
|
|
2015
Q3 | $280K | Hold |
3,763
| – | – | 0.34% | 65 |
|
|
2015
Q2 | $313K | Buy |
3,763
+32
| +0.9% | +$2.66K | 0.29% | 73 |
|
|
2015
Q1 | $317K | Sell |
3,731
-32
| -0.9% | -$2.72K | 0.28% | 72 |
|
|
2014
Q4 | $348K | Hold |
3,763
| – | – | 0.31% | 73 |
|
|
2014
Q3 | $354K | Buy |
3,763
+52
| +1% | +$4.89K | 0.3% | 76 |
|
|
2014
Q2 | $374K | Buy |
3,711
+173
| +5% | +$17.4K | 0.3% | 74 |
|
|
2014
Q1 | $346K | Hold |
3,538
| – | – | 0.29% | 75 |
|
|
2013
Q4 | $358K | Buy |
+3,538
| New | +$358K | 0.29% | 77 |
|