Seneca House Advisors’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 |
2,820
+251
| +10% | +$27.1K | 0.13% | 72 |
|
|
2025
Q1 | $306K | Buy |
2,569
+138
| +6% | +$16.4K | 0.13% | 72 |
|
|
2024
Q4 | $262K | Sell |
2,431
-25
| -1% | -$2.69K | 0.1% | 78 |
|
|
2024
Q3 | $288K | Buy |
2,456
+116
| +5% | +$13.6K | 0.12% | 74 |
|
|
2024
Q2 | $269K | Sell |
2,340
-12
| -0.5% | -$1.38K | 0.12% | 71 |
|
|
2024
Q1 | $273K | Hold |
2,352
| – | – | 0.12% | 72 |
|
|
2023
Q4 | $235K | Hold |
2,352
| – | – | 0.11% | 70 |
|
|
2023
Q3 | $261K | Buy |
2,352
+37
| +2% | +$4.1K | 0.14% | 70 |
|
|
2023
Q2 | $248K | Sell |
2,315
-30
| -1% | -$3.22K | 0.12% | 74 |
|
|
2023
Q1 | $257K | Sell |
2,345
-970
| -29% | -$106K | 0.13% | 73 |
|
|
2022
Q4 | $366K | Sell |
3,315
-70
| -2% | -$7.72K | 0.2% | 65 |
|
|
2022
Q3 | $296K | Hold |
3,385
| – | – | 0.22% | 67 |
|
|
2022
Q2 | $290K | Buy |
3,385
+300
| +10% | +$25.7K | 0.19% | 74 |
|
|
2022
Q1 | $255K | Buy |
+3,085
| New | +$255K | 0.13% | 79 |
|
|
2020
Q1 | – | Sell |
-8,332
| Closed | -$581K | – | 86 |
|
|
2019
Q4 | $581K | Sell |
8,332
-2,473
| -23% | -$172K | 0.5% | 51 |
|
|
2019
Q3 | $763K | Buy |
10,805
+429
| +4% | +$30.3K | 0.72% | 41 |
|
|
2019
Q2 | $783K | Sell |
10,376
-43
| -0.4% | -$3.25K | 0.72% | 40 |
|
|
2019
Q1 | $842K | Sell |
10,419
-197
| -2% | -$15.9K | 0.73% | 41 |
|
|
2018
Q4 | $725K | Buy |
10,616
+903
| +9% | +$61.7K | 0.68% | 41 |
|
|
2018
Q3 | $826K | Sell |
9,713
-1,747
| -15% | -$149K | 0.65% | 45 |
|
|
2018
Q2 | $948K | Sell |
11,460
-2,161
| -16% | -$179K | 0.77% | 37 |
|
|
2018
Q1 | $1.02M | Sell |
13,621
-1,696
| -11% | -$127K | 0.85% | 37 |
|
|
2017
Q4 | $1.28M | Buy |
+15,317
| New | +$1.28M | 1.1% | 29 |
|