Shulman DeMeo Asset Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $609K | Sell |
4,454
-298
| -6% | -$44.6K | 0.11% | 64 |
|
|
2026
Q1 | $806K | Sell |
4,752
-603
| -11% | -$88K | 0.17% | 47 |
|
|
2025
Q4 | $644K | Buy |
5,355
+30
| +0.6% | +$3.48K | 0.15% | 51 |
|
|
2025
Q3 | $600K | Buy |
5,325
+31
| +0.6% | +$3.45K | 0.14% | 55 |
|
|
2025
Q2 | $571K | Buy |
5,294
+31
| +0.6% | +$3.31K | 0.14% | 57 |
|
|
2025
Q1 | $626K | Buy |
5,263
+137
| +3% | +$15.2K | 0.18% | 46 |
|
|
2024
Q4 | $551K | Sell |
5,126
-1,834
| -26% | -$215K | 0.15% | 53 |
|
|
2024
Q3 | $816K | Buy |
6,960
+334
| +5% | +$38.6K | 0.2% | 40 |
|
|
2024
Q2 | $763K | Buy |
6,626
+225
| +4% | +$26.2K | 0.2% | 41 |
|
|
2024
Q1 | $744K | Sell |
6,401
-7
| -0.1% | -$732 | 0.2% | 40 |
|
|
2023
Q4 | $641K | Buy |
6,408
+340
| +6% | +$35.7K | 0.18% | 46 |
|
|
2023
Q3 | $713K | Sell |
6,068
-183
| -3% | -$20.1K | 0.24% | 38 |
|
|
2023
Q2 | $670K | Sell |
6,251
-13
| -0.2% | -$1.42K | 0.2% | 43 |
|
|
2023
Q1 | $687K | Buy |
6,264
+28
| +0.4% | +$3.1K | 0.22% | 45 |
|
|
2022
Q4 | $688K | Sell |
6,236
-325
| -5% | -$34.8K | 0.23% | 43 |
|
|
2022
Q3 | $573K | Buy |
6,561
+24
| +0.4% | +$2.19K | 0.2% | 50 |
|
|
2022
Q2 | $560K | Buy |
6,537
+64
| +1% | +$5.77K | 0.19% | 55 |
|
|
2022
Q1 | $535K | Buy |
6,473
+138
| +2% | +$10.7K | 0.15% | 67 |
|
|
2021
Q4 | $388K | Buy |
+6,335
| New | +$396K | 0.1% | 98 |
|
|
2021
Q3 | – | Sell |
-7,127
| Closed | -$450K | – | 142 |
|
|
2021
Q2 | $450K | Buy |
7,127
+225
| +3% | +$13.4K | 0.17% | 35 |
|
|
2021
Q1 | $385K | Sell |
6,902
-766
| -10% | -$40.2K | 0.11% | 90 |
|
|
2020
Q4 | $316K | Sell |
7,668
-329
| -4% | -$12.3K | 0.09% | 102 |
|
|
2020
Q3 | $275K | Buy |
7,997
+1,475
| +23% | +$60.3K | 0.09% | 89 |
|
|
2020
Q2 | $292K | Sell |
6,522
-768
| -11% | -$34.4K | 0.11% | 84 |
|
|
2020
Q1 | $277K | Buy |
7,290
+1,374
| +23% | +$75.9K | 0.13% | 70 |
|
|
2019
Q4 | $413K | Sell |
5,916
-4,147
| -41% | -$287K | 0.14% | 76 |
|
|
2019
Q3 | $711K | Buy |
10,063
+866
| +9% | +$62.6K | 0.24% | 46 |
|
|
2019
Q2 | $705K | Buy |
9,197
+114
| +1% | +$8.82K | 0.26% | 41 |
|
|
2019
Q1 | $734K | Buy |
9,083
+423
| +5% | +$32.3K | 0.28% | 42 |
|
|
2018
Q4 | $591K | Buy |
+8,660
| New | +$679K | 0.33% | 28 |
|
Other funds holding XOM
CNB
DA
VNIM
DC
EB
ACM
YCM
ORIO