Orion Capital Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$250K Hold
2025
Q2
$239K Sell
2025
Q1
$323K Hold
2024
Q4
$293K Hold
2024
Q3
$319K Hold
2024
Q2
$313K Hold
2024
Q1
$316K Hold
2023
Q4
$272K Buy
2023
Q3
$90.5K Buy
2023
Q2
Sell
2023
Q1
$84.4K Hold
2022
Q4
$84.9K Buy
2022
Q3
$44K Buy
2022
Q2
Sell
2022
Q1
$182K Sell
2021
Q4
$165K Hold
2021
Q3
$159K Sell
2021
Q2
$208K Hold
2021
Q1
$184K Hold
2020
Q4
$136K Buy