Richard C. Young & Co’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 | $19.4M | Buy |
179,524
+906
| +0.5% | +$97.7K | 1.91% | 20 |
|
|
2025
Q1 | $21.2M | Sell |
178,618
-656
| -0.4% | -$78K | 2.28% | 8 |
|
|
2024
Q4 | $19.3M | Sell |
179,274
-558
| -0.3% | -$60K | 2.1% | 13 |
|
|
2024
Q3 | $21.1M | Buy |
179,832
+2,082
| +1% | +$244K | 2.3% | 8 |
|
|
2024
Q2 | $20.5M | Buy |
177,750
+3,449
| +2% | +$397K | 2.49% | 7 |
|
|
2024
Q1 | $20.3M | Buy |
174,301
+668
| +0.4% | +$77.6K | 2.54% | 6 |
|
|
2023
Q4 | $17.4M | Buy |
173,633
+1,966
| +1% | +$197K | 2.33% | 8 |
|
|
2023
Q3 | $20.2M | Sell |
171,667
-167
| -0.1% | -$19.6K | 2.87% | 4 |
|
|
2023
Q2 | $18.4M | Buy |
171,834
+3,518
| +2% | +$377K | 2.53% | 8 |
|
|
2023
Q1 | $18.5M | Sell |
168,316
-2,656
| -2% | -$291K | 2.54% | 6 |
|
|
2022
Q4 | $18.9M | Sell |
170,972
-454
| -0.3% | -$50.1K | 2.51% | 9 |
|
|
2022
Q3 | $15M | Buy |
171,426
+1,079
| +0.6% | +$94.2K | 2.29% | 13 |
|
|
2022
Q2 | $14.6M | Buy |
170,347
+3,577
| +2% | +$306K | 1.89% | 20 |
|
|
2022
Q1 | $13.8M | Buy |
+166,770
| New | +$13.8M | 1.76% | 22 |
|
|
2020
Q3 | – | Sell |
-42,898
| Closed | -$1.92M | – | 87 |
|
|
2020
Q2 | $1.92M | Sell |
42,898
-1,364
| -3% | -$61K | 0.32% | 70 |
|
|
2020
Q1 | $1.68M | Sell |
44,262
-48,872
| -52% | -$1.86M | 0.33% | 64 |
|
|
2019
Q4 | $6.5M | Buy |
93,134
+21,422
| +30% | +$1.49M | 1.08% | 45 |
|
|
2019
Q3 | $5.06M | Sell |
71,712
-24,781
| -26% | -$1.75M | 0.91% | 46 |
|
|
2019
Q2 | $7.39M | Buy |
96,493
+2,281
| +2% | +$175K | 1.4% | 36 |
|
|
2019
Q1 | $7.61M | Buy |
94,212
+25,972
| +38% | +$2.1M | 1.45% | 30 |
|
|
2018
Q4 | $4.65M | Sell |
68,240
-27,183
| -28% | -$1.85M | 0.99% | 38 |
|
|
2018
Q3 | $8.11M | Buy |
95,423
+782
| +0.8% | +$66.5K | 1.54% | 24 |
|
|
2018
Q2 | $7.83M | Buy |
94,641
+1,165
| +1% | +$96.4K | 1.58% | 24 |
|
|
2018
Q1 | $6.97M | Buy |
93,476
+4,730
| +5% | +$353K | 1.39% | 31 |
|
|
2017
Q4 | $7.42M | Buy |
88,746
+21,992
| +33% | +$1.84M | 1.4% | 33 |
|
|
2017
Q3 | $5.47M | Buy |
66,754
+1,370
| +2% | +$112K | 1.04% | 40 |
|
|
2017
Q2 | $5.28M | Buy |
65,384
+1,862
| +3% | +$150K | 1.03% | 40 |
|
|
2017
Q1 | $5.21M | Buy |
63,522
+4,715
| +8% | +$387K | 1.03% | 40 |
|
|
2016
Q4 | $5.31M | Buy |
58,807
+2,671
| +5% | +$241K | 1.12% | 40 |
|
|
2016
Q3 | $4.9M | Buy |
56,136
+1,198
| +2% | +$105K | 1.06% | 39 |
|
|
2016
Q2 | $5.15M | Sell |
54,938
-67
| -0.1% | -$6.28K | 1.14% | 37 |
|
|
2016
Q1 | $4.6M | Buy |
55,005
+14,493
| +36% | +$1.21M | 1.03% | 38 |
|
|
2015
Q4 | $3.16M | Buy |
+40,512
| New | +$3.16M | 0.72% | 47 |
|