Poehling 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,071
| Closed | -$284K | – | 124 |
|
|
2019
Q4 | $284K | Hold |
4,071
| – | – | 0.19% | 88 |
|
|
2019
Q3 | $287K | Hold |
4,071
| – | – | 0.21% | 82 |
|
|
2019
Q2 | $312K | Sell |
4,071
-350
| -8% | -$26.8K | 0.21% | 87 |
|
|
2019
Q1 | $357K | Buy |
4,421
+300
| +7% | +$24.2K | 0.26% | 80 |
|
|
2018
Q4 | $281K | Sell |
4,121
-1,370
| -25% | -$93.4K | 0.27% | 81 |
|
|
2018
Q3 | $467K | Buy |
5,491
+3,671
| +202% | +$312K | 0.33% | 77 |
|
|
2018
Q2 | $151K | Sell |
1,820
-4,071
| -69% | -$338K | 0.13% | 104 |
|
|
2018
Q1 | $440K | Sell |
5,891
-100
| -2% | -$7.47K | 0.36% | 69 |
|
|
2017
Q4 | $501K | Buy |
+5,991
| New | +$501K | 0.43% | 63 |
|