Roman Butler Fullerton & 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 | $1.02M | Buy |
9,262
+144
| +2% | +$15.9K | 0.3% | 91 |
|
|
2025
Q1 | $940K | Buy |
9,118
+22
| +0.2% | +$2.27K | 0.37% | 68 |
|
|
2024
Q4 | $1M | Sell |
9,096
-1,037
| -10% | -$114K | 0.32% | 79 |
|
|
2024
Q3 | $1.22M | Buy |
10,133
+137
| +1% | +$16.5K | 0.37% | 71 |
|
|
2024
Q2 | $1.12M | Buy |
9,996
+347
| +4% | +$38.8K | 0.36% | 72 |
|
|
2024
Q1 | $1.16M | Sell |
9,649
-740
| -7% | -$89.2K | 0.44% | 61 |
|
|
2023
Q4 | $1.07M | Buy |
10,389
+39
| +0.4% | +$4.02K | 0.42% | 64 |
|
|
2023
Q3 | $1.14M | Buy |
10,350
+1,400
| +16% | +$154K | 0.54% | 52 |
|
|
2023
Q2 | $910K | Sell |
8,950
-2,959
| -25% | -$301K | 0.42% | 71 |
|
|
2023
Q1 | $1.39M | Buy |
11,909
+2,352
| +25% | +$274K | 0.69% | 37 |
|
|
2022
Q4 | $1.08M | Buy |
9,557
+1,331
| +16% | +$150K | 0.56% | 56 |
|
|
2022
Q3 | $806K | Buy |
8,226
+1,830
| +29% | +$179K | 0.51% | 62 |
|
|
2022
Q2 | $541K | Buy |
6,396
+179
| +3% | +$15.1K | 0.3% | 96 |
|
|
2022
Q1 | $513K | Sell |
6,217
-482
| -7% | -$39.8K | 0.24% | 109 |
|
|
2021
Q4 | $410K | Buy |
6,699
+245
| +4% | +$15K | 0.18% | 128 |
|
|
2021
Q3 | $404K | Buy |
6,454
+71
| +1% | +$4.44K | 0.19% | 130 |
|
|
2021
Q2 | $403K | Buy |
6,383
+61
| +1% | +$3.85K | 0.2% | 125 |
|
|
2021
Q1 | $360K | Buy |
6,322
+9
| +0.1% | +$512 | 0.18% | 139 |
|
|
2020
Q4 | $260K | Buy |
6,313
+285
| +5% | +$11.7K | 0.15% | 147 |
|
|
2020
Q3 | $207K | Sell |
6,028
-6,329
| -51% | -$217K | 0.14% | 152 |
|
|
2020
Q2 | $553K | Buy |
12,357
+868
| +8% | +$38.8K | 0.39% | 82 |
|
|
2020
Q1 | $436K | Buy |
11,489
+6,000
| +109% | +$228K | 0.38% | 81 |
|
|
2019
Q4 | $383K | Buy |
5,489
+277
| +5% | +$19.3K | 0.25% | 116 |
|
|
2019
Q3 | $368K | Sell |
5,212
-483
| -8% | -$34.1K | 0.25% | 121 |
|
|
2019
Q2 | $436K | Sell |
5,695
-225
| -4% | -$17.2K | 0.29% | 114 |
|
|
2019
Q1 | $478K | Buy |
5,920
+430
| +8% | +$34.7K | 0.33% | 106 |
|
|
2018
Q4 | $396K | Buy |
+5,490
| New | +$396K | 0.34% | 106 |
|