Sicart Associates’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 | – | Sell |
-4,272
| Closed | -$508K | – | 78 |
|
2025
Q1 | $508K | Sell |
4,272
-200
| -4% | -$23.8K | 0.18% | 49 |
|
2024
Q4 | $481K | Hold |
4,472
| – | – | 0.17% | 50 |
|
2024
Q3 | $524K | Sell |
4,472
-181
| -4% | -$21.2K | 0.18% | 49 |
|
2024
Q2 | $536K | Sell |
4,653
-550
| -11% | -$63.3K | 0.21% | 50 |
|
2024
Q1 | $605K | Hold |
5,203
| – | – | 0.22% | 50 |
|
2023
Q4 | $520K | Hold |
5,203
| – | – | 0.2% | 49 |
|
2023
Q3 | $612K | Hold |
5,203
| – | – | 0.24% | 48 |
|
2023
Q2 | $558K | Hold |
5,203
| – | – | 0.22% | 48 |
|
2023
Q1 | $571K | Sell |
5,203
-13
| -0.2% | -$1.43K | 0.22% | 48 |
|
2022
Q4 | $575K | Hold |
5,216
| – | – | 0.2% | 53 |
|
2022
Q3 | $455K | Hold |
5,216
| – | – | 0.16% | 54 |
|
2022
Q2 | $447K | Sell |
5,216
-2,947
| -36% | -$253K | 0.14% | 53 |
|
2022
Q1 | $674K | Sell |
8,163
-2,467
| -23% | -$204K | 0.17% | 53 |
|
2021
Q4 | $646K | Sell |
10,630
-772
| -7% | -$46.9K | 0.17% | 57 |
|
2021
Q3 | $671K | Sell |
11,402
-352
| -3% | -$20.7K | 0.18% | 57 |
|
2021
Q2 | $741K | Hold |
11,754
| – | – | 0.18% | 56 |
|
2021
Q1 | $656K | Sell |
11,754
-10,137
| -46% | -$566K | 0.17% | 58 |
|
2020
Q4 | $902K | Buy |
21,891
+7,875
| +56% | +$324K | 0.22% | 55 |
|
2020
Q3 | $481K | Sell |
14,016
-798
| -5% | -$27.4K | 0.14% | 69 |
|
2020
Q2 | $662K | Buy |
+14,814
| New | +$662K | 0.21% | 57 |
|
2019
Q3 | – | Sell |
-7,200
| Closed | -$552K | – | 120 |
|
2019
Q2 | $552K | Hold |
7,200
| – | – | 0.22% | 57 |
|
2019
Q1 | $582K | Hold |
7,200
| – | – | 0.25% | 56 |
|
2018
Q4 | $491K | Hold |
7,200
| – | – | 0.24% | 58 |
|
2018
Q3 | $612K | Hold |
7,200
| – | – | 0.29% | 54 |
|
2018
Q2 | $596K | Hold |
7,200
| – | – | 0.31% | 55 |
|
2018
Q1 | $537K | Sell |
7,200
-4,000
| -36% | -$298K | 0.32% | 59 |
|
2017
Q4 | $937K | Buy |
11,200
+2,000
| +22% | +$167K | 0.49% | 49 |
|
2017
Q3 | $754K | Hold |
9,200
| – | – | 0.54% | 42 |
|
2017
Q2 | $743K | Hold |
9,200
| – | – | 0.54% | 41 |
|
2017
Q1 | $754K | Buy |
9,200
+1,000
| +12% | +$82K | 0.54% | 45 |
|
2016
Q4 | $740K | Buy |
+8,200
| New | +$740K | 0.51% | 59 |
|