Stone House Investment Management’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 | $151K | Buy |
1,404
+316
| +29% | +$34.1K | 0.03% | 87 |
|
|
2025
Q1 | $129K | Buy |
+1,088
| New | +$129K | 0.03% | 80 |
|
|
2024
Q4 | – | Sell |
-943
| Closed | -$111K | – | 366 |
|
|
2024
Q3 | $111K | Hold |
943
| – | – | 0.02% | 72 |
|
|
2024
Q2 | $109K | Buy |
943
+373
| +65% | +$43K | 0.03% | 73 |
|
|
2024
Q1 | $66.3K | Buy |
570
+521
| +1,063% | +$60.6K | 0.02% | 104 |
|
|
2023
Q4 | $4.9K | Sell |
49
-53
| -52% | -$5.3K | ﹤0.01% | 210 |
|
|
2023
Q3 | $12K | Sell |
102
-193
| -65% | -$22.8K | ﹤0.01% | 154 |
|
|
2023
Q2 | $31.6K | Buy |
295
+63
| +27% | +$6.75K | 0.01% | 94 |
|
|
2023
Q1 | $25.5K | Buy |
+232
| New | +$25.5K | 0.01% | 113 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$4K | – | 206 |
|
|
2019
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 193 |
|