Scott Investment Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $2.14M | Hold |
18,200
| – | – | 4.92% | 1 |
|
2023
Q2 | $1.95M | Hold |
18,200
| – | – | 4.39% | 2 |
|
2023
Q1 | $2M | Hold |
18,200
| – | – | 4.6% | 1 |
|
2022
Q4 | $2.01M | Hold |
18,200
| – | – | 4.85% | 1 |
|
2022
Q3 | $1.59M | Hold |
18,200
| – | – | 4.27% | 2 |
|
2022
Q2 | $1.56M | Hold |
18,200
| – | – | 1.04% | 28 |
|
2022
Q1 | $1.5M | Hold |
18,200
| – | – | 0.9% | 27 |
|
2021
Q4 | $1.11M | Buy |
18,200
+3,000
| +20% | +$184K | 0.7% | 28 |
|
2021
Q3 | $894K | Hold |
15,200
| – | – | 0.61% | 32 |
|
2021
Q2 | $959K | Hold |
15,200
| – | – | 0.67% | 32 |
|
2021
Q1 | $849K | Hold |
15,200
| – | – | 0.62% | 35 |
|
2020
Q4 | $627K | Buy |
+15,200
| New | +$627K | 0.5% | 36 |
|