Penn Davis McFarland’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
Q2 | $1.03M | Hold |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $389K | Buy |
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|
2023
Q2 | $290K | Hold |
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|
2023
Q1 | $297K | Buy |
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|
2022
Q4 | $292K | Buy |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Hold |
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|
2019
Q3 | $231K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $276K | Buy |
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|
2018
Q2 | $228K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $340K | Sell |
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|
2017
Q2 | $339K | Hold |
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|
2017
Q1 | $344K | Hold |
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|
2016
Q4 | $379K | Hold |
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|
2016
Q3 | $366K | Hold |
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|
2016
Q2 | $393K | Hold |
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|
2016
Q1 | $351K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $204K | Sell |
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|
2015
Q1 | $771K | Sell |
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|
2014
Q4 | $1.21M | Sell |
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|
2014
Q3 | $7.41M | Sell |
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|
2014
Q2 | $8.61M | Sell |
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|
2014
Q1 | $10.8M | Sell |
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|
2013
Q4 | $16.1M | Sell |
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|
2013
Q3 | $15.4M | Sell |
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|
2013
Q2 | $18M | Buy |
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