PYA Waltman Capital’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 | $560K | Sell |
5,191
-1,617
| -24% | -$174K | 0.16% | 56 |
|
|
2025
Q1 | $810K | Sell |
6,808
-1,646
| -19% | -$196K | 0.25% | 54 |
|
|
2024
Q4 | $909K | Hold |
8,454
| – | – | 0.29% | 54 |
|
|
2024
Q3 | $991K | Hold |
8,454
| – | – | 0.32% | 51 |
|
|
2024
Q2 | $973K | Hold |
8,454
| – | – | 0.36% | 46 |
|
|
2024
Q1 | $983K | Hold |
8,454
| – | – | 0.36% | 44 |
|
|
2023
Q4 | $845K | Hold |
8,454
| – | – | 0.35% | 44 |
|
|
2023
Q3 | $994K | Sell |
8,454
-338
| -4% | -$39.7K | 0.42% | 40 |
|
|
2023
Q2 | $984K | Buy |
8,792
+5,277
| +150% | +$591K | 0.42% | 35 |
|
|
2023
Q1 | $385K | Buy |
3,515
+200
| +6% | +$21.9K | 0.19% | 51 |
|
|
2022
Q4 | $366K | Hold |
3,315
| – | – | 0.19% | 43 |
|
|
2022
Q3 | $289K | Hold |
3,315
| – | – | 0.17% | 41 |
|
|
2022
Q2 | $284K | Hold |
3,315
| – | – | 0.16% | 36 |
|
|
2022
Q1 | $274K | Hold |
3,315
| – | – | 0.14% | 36 |
|
|
2021
Q4 | $203K | Buy |
+3,315
| New | +$203K | 0.1% | 41 |
|