Orion 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 | $239K | Sell |
2,220
-500
| -18% | -$53.9K | 0.09% | 122 |
|
|
2025
Q1 | $323K | Hold |
2,720
| – | – | 0.14% | 95 |
|
|
2024
Q4 | $293K | Hold |
2,720
| – | – | 0.13% | 97 |
|
|
2024
Q3 | $319K | Hold |
2,720
| – | – | 0.15% | 91 |
|
|
2024
Q2 | $313K | Hold |
2,720
| – | – | 0.16% | 87 |
|
|
2024
Q1 | $316K | Hold |
2,720
| – | – | 0.17% | 88 |
|
|
2023
Q4 | $272K | Buy |
2,720
+1,950
| +253% | +$195K | 0.16% | 97 |
|
|
2023
Q3 | $90.5K | Buy |
+770
| New | +$90.5K | 0.06% | 164 |
|
|
2023
Q2 | – | Sell |
-770
| Closed | -$84.4K | – | 416 |
|
|
2023
Q1 | $84.4K | Hold |
770
| – | – | 0.06% | 169 |
|
|
2022
Q4 | $84.9K | Buy |
770
+270
| +54% | +$29.8K | 0.06% | 159 |
|
|
2022
Q3 | $44K | Buy |
+500
| New | +$44K | 0.04% | 210 |
|
|
2022
Q2 | – | Sell |
-2,200
| Closed | -$182K | – | 437 |
|
|
2022
Q1 | $182K | Sell |
2,200
-500
| -19% | -$41.4K | 0.11% | 123 |
|
|
2021
Q4 | $165K | Hold |
2,700
| – | – | 0.09% | 132 |
|
|
2021
Q3 | $159K | Sell |
2,700
-600
| -18% | -$35.3K | 0.1% | 129 |
|
|
2021
Q2 | $208K | Hold |
3,300
| – | – | 0.13% | 108 |
|
|
2021
Q1 | $184K | Hold |
3,300
| – | – | 0.13% | 104 |
|
|
2020
Q4 | $136K | Buy |
+3,300
| New | +$136K | 0.1% | 105 |
|