Pennsylvania 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 | $693K | Buy |
6,428
+115
| +2% | +$12.4K | 0.22% | 60 |
|
|
2025
Q1 | $751K | Sell |
6,313
-265
| -4% | -$31.5K | 0.28% | 50 |
|
|
2024
Q4 | $708K | Buy |
6,578
+963
| +17% | +$104K | 0.24% | 49 |
|
|
2024
Q3 | $658K | Buy |
5,615
+675
| +14% | +$79.1K | 0.24% | 52 |
|
|
2024
Q2 | $569K | Buy |
4,940
+116
| +2% | +$13.4K | 0.22% | 50 |
|
|
2024
Q1 | $561K | Hold |
4,824
| – | – | 0.23% | 53 |
|
|
2023
Q4 | $482K | Sell |
4,824
-108
| -2% | -$10.8K | 0.19% | 57 |
|
|
2023
Q3 | $580K | Buy |
4,932
+98
| +2% | +$11.5K | 0.24% | 48 |
|
|
2023
Q2 | $518K | Buy |
4,834
+9
| +0.2% | +$965 | 0.22% | 52 |
|
|
2023
Q1 | $529K | Hold |
4,825
| – | – | 0.26% | 51 |
|
|
2022
Q4 | $537K | Hold |
4,825
| – | – | 0.28% | 53 |
|
|
2022
Q3 | $422K | Sell |
4,825
-23
| -0.5% | -$2.01K | 0.23% | 55 |
|
|
2022
Q2 | $415K | Sell |
4,848
-215
| -4% | -$18.4K | 0.22% | 54 |
|
|
2022
Q1 | $418K | Sell |
5,063
-114
| -2% | -$9.41K | 0.18% | 55 |
|
|
2021
Q4 | $316K | Hold |
5,177
| – | – | 0.11% | 85 |
|
|
2021
Q3 | $326K | Sell |
5,177
-255
| -5% | -$16.1K | 0.15% | 68 |
|
|
2021
Q2 | $332K | Sell |
5,432
-105
| -2% | -$6.42K | 0.16% | 58 |
|
|
2021
Q1 | $309K | Sell |
5,537
-110
| -2% | -$6.14K | 0.18% | 58 |
|
|
2020
Q4 | $274K | Sell |
5,647
-797
| -12% | -$38.7K | 0.18% | 54 |
|
|
2020
Q3 | $217K | Buy |
+6,444
| New | +$217K | 0.17% | 53 |
|
|
2020
Q2 | – | Sell |
-7,186
| Closed | -$282K | – | 141 |
|
|
2020
Q1 | $282K | Sell |
7,186
-2,530
| -26% | -$99.3K | 0.36% | 36 |
|
|
2019
Q4 | $678K | Buy |
+9,716
| New | +$678K | 0.64% | 29 |
|