SCM
Stellar Capital Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.5M | Buy |
33,607
+1,509
| +5% | +$67.5K | 1.02% | 38 |
|
|
2020
Q1 | $1.22M | Sell |
32,098
-4,883
| -13% | -$185K | 1% | 37 |
|
|
2019
Q4 | $2.58M | Buy |
36,981
+325
| +0.9% | +$22.7K | 1.51% | 30 |
|
|
2019
Q3 | $2.59M | Buy |
36,656
+898
| +3% | +$63.4K | 1.67% | 26 |
|
|
2019
Q2 | $2.89M | Hold |
35,758
| – | – | 1.89% | 22 |
|
|
2019
Q1 | $2.89M | Buy |
35,758
+2,060
| +6% | +$166K | 1.89% | 22 |
|
|
2018
Q4 | $2.3M | Sell |
33,698
-1,911
| -5% | -$130K | 1.8% | 23 |
|
|
2018
Q3 | $3.03M | Sell |
35,609
-275
| -0.8% | -$23.4K | 1.94% | 21 |
|
|
2018
Q2 | $2.97M | Buy |
35,884
+715
| +2% | +$59.2K | 1.95% | 19 |
|
|
2018
Q1 | $2.62M | Buy |
35,169
+570
| +2% | +$42.5K | 1.7% | 25 |
|
|
2017
Q4 | $2.89M | Buy |
34,599
+319
| +0.9% | +$26.7K | 1.92% | 22 |
|
|
2017
Q3 | $2.81M | Sell |
34,280
-670
| -2% | -$54.9K | 1.98% | 20 |
|
|
2017
Q2 | $2.82M | Buy |
34,950
+423
| +1% | +$34.2K | 2.05% | 21 |
|
|
2017
Q1 | $2.83M | Buy |
34,527
+1,521
| +5% | +$125K | 2.16% | 17 |
|
|
2016
Q4 | $2.98M | Buy |
+33,006
| New | +$2.98M | 2.45% | 14 |
|
|
2016
Q2 | $2.38M | Buy |
25,337
+350
| +1% | +$32.8K | 2.59% | 14 |
|
|
2016
Q1 | $2.09M | Buy |
24,987
+50
| +0.2% | +$4.18K | 2.31% | 19 |
|
|
2015
Q4 | $1.94M | Buy |
24,937
+202
| +0.8% | +$15.7K | 2.34% | 16 |
|
|
2015
Q3 | $1.84M | Buy |
24,735
+68
| +0.3% | +$5.06K | 2.38% | 20 |
|
|
2015
Q2 | $2.05M | Sell |
24,667
-5,174
| -17% | -$430K | 2.25% | 22 |
|
|
2015
Q1 | $2.54M | Buy |
29,841
+5,550
| +23% | +$472K | 2.46% | 11 |
|
|
2014
Q4 | $2.25M | Sell |
24,291
-2,643
| -10% | -$244K | 2.42% | 14 |
|
|
2014
Q3 | $2.53M | Sell |
26,934
-100
| -0.4% | -$9.4K | 2.78% | 10 |
|
|
2014
Q2 | $2.72M | Sell |
27,034
-500
| -2% | -$50.3K | 3% | 7 |
|
|
2014
Q1 | $2.69M | Sell |
27,534
-3,857
| -12% | -$377K | 3.02% | 7 |
|
|
2013
Q4 | $3.18M | Buy |
+31,391
| New | +$3.18M | 3.4% | 2 |
|