Shelter Mutual Insurance’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 | $7.02M | Hold |
65,160
| – | – | 1.63% | 28 |
|
|
2025
Q1 | $7.75M | Hold |
65,160
| – | – | 1.87% | 26 |
|
|
2024
Q4 | $7.01M | Hold |
65,160
| – | – | 1.75% | 28 |
|
|
2024
Q3 | $7.89M | Hold |
65,160
| – | – | 1.89% | 26 |
|
|
2024
Q2 | $7.5M | Hold |
65,160
| – | – | 1.95% | 27 |
|
|
2024
Q1 | $7.57M | Hold |
65,160
| – | – | 1.95% | 27 |
|
|
2023
Q4 | $6.51M | Hold |
65,160
| – | – | 1.8% | 28 |
|
|
2023
Q3 | $7.66M | Hold |
65,160
| – | – | 2.14% | 23 |
|
|
2023
Q2 | $6.99M | Sell |
65,160
-440
| -0.7% | -$47.2K | 1.7% | 24 |
|
|
2023
Q1 | $7.19M | Hold |
65,600
| – | – | 2.01% | 21 |
|
|
2022
Q4 | $7.24M | Hold |
65,600
| – | – | 2.08% | 22 |
|
|
2022
Q3 | $5.73M | Hold |
65,600
| – | – | 1.85% | 25 |
|
|
2022
Q2 | $5.62M | Hold |
65,600
| – | – | 1.7% | 29 |
|
|
2022
Q1 | $5.42M | Sell |
65,600
-650
| -1% | -$53.7K | 1.42% | 31 |
|
|
2021
Q4 | $4.05M | Hold |
66,250
| – | – | 1.05% | 36 |
|
|
2021
Q3 | $3.9M | Hold |
66,250
| – | – | 1.1% | 36 |
|
|
2021
Q2 | $4.18M | Hold |
66,250
| – | – | 1.17% | 36 |
|
|
2021
Q1 | $3.7M | Hold |
66,250
| – | – | 1.04% | 37 |
|
|
2020
Q4 | $2.73M | Hold |
66,250
| – | – | 0.86% | 35 |
|
|
2020
Q3 | $2.27M | Hold |
66,250
| – | – | 0.78% | 34 |
|
|
2020
Q2 | $2.96M | Sell |
66,250
-10,240
| -13% | -$458K | 1.11% | 33 |
|
|
2020
Q1 | $2.9M | Hold |
76,490
| – | – | 1.22% | 32 |
|
|
2019
Q4 | $5.34M | Hold |
76,490
| – | – | 1.81% | 28 |
|
|
2019
Q3 | $5.4M | Hold |
76,490
| – | – | 1.58% | 27 |
|
|
2019
Q2 | $5.86M | Sell |
76,490
-7,300
| -9% | -$559K | 1.67% | 26 |
|
|
2019
Q1 | $6.77M | Hold |
83,790
| – | – | 2% | 23 |
|
|
2018
Q4 | $5.71M | Sell |
83,790
-740
| -0.9% | -$50.5K | 1.83% | 25 |
|
|
2018
Q3 | $7.19M | Hold |
84,530
| – | – | 2.01% | 22 |
|
|
2018
Q2 | $6.99M | Sell |
84,530
-9,400
| -10% | -$778K | 2.07% | 22 |
|
|
2018
Q1 | $7.01M | Hold |
93,930
| – | – | 2.09% | 25 |
|
|
2017
Q4 | $7.86M | Hold |
93,930
| – | – | 2.34% | 23 |
|
|
2017
Q3 | $7.7M | Sell |
93,930
-8,700
| -8% | -$713K | 2.4% | 24 |
|
|
2017
Q2 | $8.29M | Sell |
102,630
-622
| -0.6% | -$50.2K | 2.54% | 21 |
|
|
2017
Q1 | $8.47M | Sell |
103,252
-4,400
| -4% | -$361K | 2.59% | 21 |
|
|
2016
Q4 | $9.72M | Hold |
107,652
| – | – | 2.99% | 12 |
|
|
2016
Q3 | $9.4M | Hold |
107,652
| – | – | 2.91% | 15 |
|
|
2016
Q2 | $10.1M | Hold |
107,652
| – | – | 3.06% | 12 |
|
|
2016
Q1 | $9M | Hold |
107,652
| – | – | 2.76% | 14 |
|
|
2015
Q4 | $8.39M | Hold |
107,652
| – | – | 2.61% | 16 |
|
|
2015
Q3 | $8M | Hold |
107,652
| – | – | 2.62% | 17 |
|
|
2015
Q2 | $8.96M | Hold |
107,652
| – | – | 2.7% | 16 |
|
|
2015
Q1 | $9.15M | Hold |
107,652
| – | – | 2.87% | 14 |
|
|
2014
Q4 | $9.95M | Hold |
107,652
| – | – | 2.68% | 15 |
|
|
2014
Q3 | $10.1M | Hold |
107,652
| – | – | 2.79% | 11 |
|
|
2014
Q2 | $10.9M | Buy |
107,652
+12,690
| +13% | +$1.28M | 2.98% | 11 |
|
|
2014
Q1 | $9.28M | Sell |
94,962
-12,690
| -12% | -$1.24M | 2.55% | 15 |
|
|
2013
Q4 | $10.9M | Hold |
107,652
| – | – | 2.88% | 11 |
|
|
2013
Q3 | $9.26M | Hold |
107,652
| – | – | 2.65% | 13 |
|
|
2013
Q2 | $9.73M | Buy |
+107,652
| New | +$9.73M | 2.87% | 10 |
|