Santori & Peters Inc’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 | $304K | Buy |
2,818
+1
| +0% | +$108 | 0.11% | 56 |
|
|
2025
Q1 | $335K | Sell |
2,817
-62
| -2% | -$7.37K | 0.14% | 49 |
|
|
2024
Q4 | $310K | Sell |
2,879
-40
| -1% | -$4.3K | 0.12% | 50 |
|
|
2024
Q3 | $342K | Buy |
2,919
+19
| +0.7% | +$2.23K | 0.14% | 48 |
|
|
2024
Q2 | $334K | Sell |
2,900
-76
| -3% | -$8.75K | 0.14% | 45 |
|
|
2024
Q1 | $346K | Sell |
2,976
-13
| -0.4% | -$1.51K | 0.15% | 42 |
|
|
2023
Q4 | $299K | Sell |
2,989
-280
| -9% | -$28K | 0.14% | 43 |
|
|
2023
Q3 | $384K | Buy |
3,269
+152
| +5% | +$17.9K | 0.21% | 38 |
|
|
2023
Q2 | $334K | Sell |
3,117
-162
| -5% | -$17.4K | 0.17% | 38 |
|
|
2023
Q1 | $360K | Buy |
3,279
+130
| +4% | +$14.3K | 0.19% | 37 |
|
|
2022
Q4 | $347K | Buy |
3,149
+200
| +7% | +$22.1K | 0.2% | 34 |
|
|
2022
Q3 | $257K | Buy |
2,949
+28
| +1% | +$2.44K | 0.17% | 36 |
|
|
2022
Q2 | $250K | Sell |
2,921
-21
| -0.7% | -$1.8K | 0.16% | 41 |
|
|
2022
Q1 | $242K | Sell |
2,942
-866
| -23% | -$71.2K | 0.14% | 45 |
|
|
2021
Q4 | $233K | Buy |
3,808
+113
| +3% | +$6.91K | 0.12% | 51 |
|
|
2021
Q3 | $217K | Buy |
3,695
+191
| +5% | +$11.2K | 0.12% | 51 |
|
|
2021
Q2 | $221K | Buy |
+3,504
| New | +$221K | 0.12% | 51 |
|
|
2020
Q4 | – | Sell |
-11,332
| Closed | -$389K | – | 88 |
|
|
2020
Q3 | $389K | Buy |
11,332
+5,822
| +106% | +$200K | 0.26% | 47 |
|
|
2020
Q2 | $246K | Sell |
5,510
-5,618
| -50% | -$251K | 0.19% | 47 |
|
|
2020
Q1 | $422K | Buy |
11,128
+5,784
| +108% | +$219K | 0.37% | 40 |
|
|
2019
Q4 | $372K | Buy |
5,344
+475
| +10% | +$33.1K | 0.24% | 50 |
|
|
2019
Q3 | $343K | Sell |
4,869
-112
| -2% | -$7.89K | 0.25% | 48 |
|
|
2019
Q2 | $381K | Buy |
+4,981
| New | +$381K | 0.28% | 46 |
|
|
2019
Q1 | – | Sell |
-4,993
| Closed | -$340K | – | 80 |
|
|
2018
Q4 | $340K | Buy |
+4,993
| New | +$340K | 0.3% | 43 |
|
|
2018
Q3 | – | Sell |
-3,078
| Closed | -$254K | – | 52 |
|
|
2018
Q2 | $254K | Buy |
3,078
+4
| +0.1% | +$330 | 0.22% | 39 |
|
|
2018
Q1 | $229K | Buy |
3,074
+160
| +5% | +$11.9K | 0.21% | 47 |
|
|
2017
Q4 | $220K | Buy |
+2,914
| New | +$220K | 0.2% | 47 |
|