Shepherd Financial Partners’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 | $1.76M | Buy |
16,316
+9,588
| +143% | +$1.03M | 0.19% | 87 |
|
|
2025
Q1 | $800K | Buy |
6,728
+312
| +5% | +$37.1K | 0.09% | 121 |
|
|
2024
Q4 | $690K | Buy |
6,416
+69
| +1% | +$7.42K | 0.08% | 119 |
|
|
2024
Q3 | $744K | Sell |
6,347
-145
| -2% | -$17K | 0.09% | 117 |
|
|
2024
Q2 | $747K | Sell |
6,492
-34
| -0.5% | -$3.91K | 0.1% | 116 |
|
|
2024
Q1 | $759K | Buy |
6,526
+308
| +5% | +$35.8K | 0.1% | 119 |
|
|
2023
Q4 | $622K | Buy |
6,218
+85
| +1% | +$8.5K | 0.09% | 127 |
|
|
2023
Q3 | $721K | Buy |
6,133
+2,447
| +66% | +$288K | 0.11% | 106 |
|
|
2023
Q2 | $395K | Sell |
3,686
-171
| -4% | -$18.3K | 0.06% | 143 |
|
|
2023
Q1 | $423K | Buy |
3,857
+404
| +12% | +$44.3K | 0.07% | 137 |
|
|
2022
Q4 | $381K | Buy |
3,453
+271
| +9% | +$29.9K | 0.07% | 133 |
|
|
2022
Q3 | $278K | Buy |
3,182
+198
| +7% | +$17.3K | 0.05% | 142 |
|
|
2022
Q2 | $256K | Buy |
2,984
+4
| +0.1% | +$343 | 0.05% | 147 |
|
|
2022
Q1 | $247K | Buy |
+2,980
| New | +$247K | 0.04% | 150 |
|
|
2020
Q1 | – | Sell |
-3,534
| Closed | -$248K | – | 140 |
|
|
2019
Q4 | $248K | Sell |
3,534
-2,903
| -45% | -$204K | 0.06% | 119 |
|
|
2019
Q3 | $456K | Sell |
6,437
-2,753
| -30% | -$195K | 0.11% | 89 |
|
|
2019
Q2 | $704K | Sell |
9,190
-353
| -4% | -$27K | 0.13% | 79 |
|
|
2019
Q1 | $771K | Sell |
9,543
-284
| -3% | -$22.9K | 0.15% | 73 |
|
|
2018
Q4 | $669K | Buy |
9,827
+64
| +0.7% | +$4.36K | 0.15% | 75 |
|
|
2018
Q3 | $804K | Hold |
9,763
| – | – | 0.18% | 70 |
|
|
2018
Q2 | $796K | Buy |
9,763
+2,186
| +29% | +$178K | 0.18% | 70 |
|
|
2018
Q1 | $566K | Sell |
7,577
-891
| -11% | -$66.6K | 0.14% | 72 |
|
|
2017
Q4 | $709K | Buy |
8,468
+754
| +10% | +$63.1K | 0.17% | 68 |
|
|
2017
Q3 | $631K | Sell |
7,714
-181
| -2% | -$14.8K | 0.15% | 76 |
|
|
2017
Q2 | $634K | Sell |
7,895
-1,296
| -14% | -$104K | 0.15% | 72 |
|
|
2017
Q1 | $758K | Buy |
9,191
+101
| +1% | +$8.33K | 0.2% | 67 |
|
|
2016
Q4 | $827K | Buy |
+9,090
| New | +$827K | 0.23% | 64 |
|