Sather Financial Group’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
$582K Hold
5,402
0.03% 58
2025
Q1
$643K Buy
5,402
+576
+12% +$68.5K 0.04% 49
2024
Q4
$519K Sell
4,826
-766
-14% -$82.4K 0.03% 51
2024
Q3
$656K Buy
5,592
+1,793
+47% +$210K 0.04% 48
2024
Q2
$437K Sell
3,799
-3,606
-49% -$415K 0.03% 55
2024
Q1
$861K Buy
7,405
+3,632
+96% +$422K 0.06% 49
2023
Q4
$377K Sell
3,773
-44
-1% -$4.4K 0.03% 63
2023
Q3
$449K Sell
3,817
-251
-6% -$29.5K 0.04% 62
2023
Q2
$436K Hold
4,068
0.03% 68
2023
Q1
$446K Buy
4,068
+134
+3% +$14.7K 0.04% 67
2022
Q4
$434K Sell
3,934
-96
-2% -$10.6K 0.04% 81
2022
Q3
$352K Buy
4,030
+101
+3% +$8.82K 0.04% 57
2022
Q2
$337K Buy
3,929
+196
+5% +$16.8K 0.04% 63
2022
Q1
$308K Sell
3,733
-919
-20% -$75.8K 0.03% 74
2021
Q4
$285K Sell
4,652
-1,365
-23% -$83.6K 0.02% 67
2021
Q3
$354K Buy
6,017
+8
+0.1% +$471 0.04% 53
2021
Q2
$379K Buy
6,009
+7
+0.1% +$442 0.04% 39
2021
Q1
$335K Buy
6,002
+7
+0.1% +$391 0.04% 39
2020
Q4
$247K Sell
5,995
-3,315
-36% -$137K 0.03% 38
2020
Q3
$319K Buy
9,310
+12
+0.1% +$411 0.05% 34
2020
Q2
$415K Buy
9,298
+9
+0.1% +$402 0.07% 35
2020
Q1
$352K Sell
9,289
-187
-2% -$7.09K 0.07% 42
2019
Q4
$661K Sell
9,476
-46
-0.5% -$3.21K 0.1% 39
2019
Q3
$672K Sell
9,522
-4,856
-34% -$343K 0.12% 33
2019
Q2
$1.1M Buy
14,378
+5
+0% +$383 0.21% 35
2019
Q1
$1.16M Buy
14,373
+5
+0% +$404 0.24% 34
2018
Q4
$979K Sell
14,368
-115
-0.8% -$7.84K 0.21% 35
2018
Q3
$1.23M Buy
14,483
+5
+0% +$425 0.25% 35
2018
Q2
$1.2M Buy
14,478
+5,467
+61% +$452K 0.27% 35
2018
Q1
$672K Buy
9,011
+364
+4% +$27.1K 0.16% 43
2017
Q4
$723K Sell
8,647
-43,463
-83% -$3.63M 0.18% 40
2017
Q3
$4.27M Sell
52,110
-309
-0.6% -$25.3K 1.17% 31
2017
Q2
$4.23M Buy
52,419
+1,554
+3% +$125K 1.22% 32
2017
Q1
$4.17M Buy
50,865
+903
+2% +$74K 1.3% 31
2016
Q4
$4.51M Sell
49,962
-14,832
-23% -$1.34M 1.56% 31
2016
Q3
$5.66M Sell
64,794
-1,597
-2% -$139K 2.16% 23
2016
Q2
$6.22M Sell
66,391
-746
-1% -$69.9K 2.42% 19
2016
Q1
$5.61M Buy
67,137
+645
+1% +$53.9K 2.26% 21
2015
Q4
$5.18M Sell
66,492
-355
-0.5% -$27.7K 2.18% 21
2015
Q3
$4.97M Buy
66,847
+60,629
+975% +$4.51M 2.02% 27
2015
Q2
$517K Buy
6,218
+103
+2% +$8.56K 0.22% 42
2015
Q1
$524K Buy
6,115
+704
+13% +$60.3K 0.23% 40
2014
Q4
$500K Buy
5,411
+2
+0% +$185 0.23% 44
2014
Q3
$509K Buy
5,409
+703
+15% +$66.2K 0.23% 44
2014
Q2
$474K Buy
4,706
+3
+0.1% +$302 0.25% 43
2014
Q1
$459K Buy
4,703
+2
+0% +$195 0.29% 42
2013
Q4
$476K Buy
4,701
+3
+0.1% +$304 0.32% 44
2013
Q3
$404K Buy
4,698
+2
+0% +$172 0.29% 43
2013
Q2
$424K Buy
+4,696
New +$424K 0.35% 39