Stonehearth Capital 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 | $1.06M | Sell |
9,870
-836
| -8% | -$90.1K | 0.44% | 31 |
|
|
2025
Q1 | $1.27M | Buy |
10,706
+50
| +0.5% | +$5.95K | 0.53% | 27 |
|
|
2024
Q4 | $1.15M | Sell |
10,656
-431
| -4% | -$46.4K | 0.46% | 27 |
|
|
2024
Q3 | $1.3M | Sell |
11,087
-372
| -3% | -$43.6K | 0.52% | 26 |
|
|
2024
Q2 | $1.32M | Sell |
11,459
-1,681
| -13% | -$194K | 0.56% | 27 |
|
|
2024
Q1 | $1.53M | Sell |
13,140
-2
| -0% | -$232 | 0.69% | 24 |
|
|
2023
Q4 | $1.31M | Sell |
13,142
-187
| -1% | -$18.7K | 0.65% | 27 |
|
|
2023
Q3 | $1.57M | Sell |
13,329
-60
| -0.4% | -$7.06K | 0.86% | 21 |
|
|
2023
Q2 | $1.44M | Sell |
13,389
-46
| -0.3% | -$4.93K | 0.76% | 22 |
|
|
2023
Q1 | $1.47M | Sell |
13,435
-136
| -1% | -$14.9K | 0.79% | 22 |
|
|
2022
Q4 | $1.5M | Sell |
13,571
-3,091
| -19% | -$341K | 0.84% | 22 |
|
|
2022
Q3 | $1.46M | Buy |
16,662
+91
| +0.5% | +$7.95K | 0.89% | 21 |
|
|
2022
Q2 | $1.43M | Buy |
16,571
+11,651
| +237% | +$1M | 0.81% | 23 |
|
|
2022
Q1 | $406K | Hold |
4,920
| – | – | 0.21% | 42 |
|
|
2021
Q4 | $301K | Sell |
4,920
-155
| -3% | -$9.48K | 0.16% | 49 |
|
|
2021
Q3 | $299K | Hold |
5,075
| – | – | 0.16% | 49 |
|
|
2021
Q2 | $320K | Sell |
5,075
-210
| -4% | -$13.2K | 0.16% | 47 |
|
|
2021
Q1 | $295K | Sell |
5,285
-110
| -2% | -$6.14K | 0.16% | 48 |
|
|
2020
Q4 | $222K | Buy |
+5,395
| New | +$222K | 0.13% | 56 |
|
|
2020
Q3 | – | Sell |
-5,786
| Closed | -$252K | – | 57 |
|
|
2020
Q2 | $252K | Buy |
5,786
+44
| +0.8% | +$1.92K | 0.17% | 48 |
|
|
2020
Q1 | $218K | Hold |
5,742
| – | – | 0.18% | 51 |
|
|
2019
Q4 | $401K | Buy |
5,742
+2,509
| +78% | +$175K | 0.27% | 38 |
|
|
2019
Q3 | $228K | Buy |
+3,233
| New | +$228K | 0.17% | 51 |
|
|
2019
Q1 | – | Sell |
-4,751
| Closed | -$324K | – | 52 |
|
|
2018
Q4 | $324K | Buy |
4,751
+2,100
| +79% | +$143K | 0.27% | 36 |
|
|
2018
Q3 | $225K | Hold |
2,651
| – | – | 0.17% | 37 |
|
|
2018
Q2 | $219K | Buy |
+2,651
| New | +$219K | 0.17% | 36 |
|
|
2018
Q1 | – | Sell |
-2,651
| Closed | -$222K | – | 36 |
|
|
2017
Q4 | $222K | Hold |
2,651
| – | – | 0.17% | 35 |
|
|
2017
Q3 | $217K | Sell |
2,651
-4,090
| -61% | -$335K | 0.17% | 34 |
|
|
2017
Q2 | $544K | Sell |
6,741
-1,759
| -21% | -$142K | 0.43% | 26 |
|
|
2017
Q1 | $697K | Buy |
8,500
+10
| +0.1% | +$820 | 0.54% | 26 |
|
|
2016
Q4 | $766K | Buy |
8,490
+8
| +0.1% | +$722 | 0.6% | 26 |
|
|
2016
Q3 | $740K | Sell |
8,482
-488
| -5% | -$42.6K | 0.58% | 27 |
|
|
2016
Q2 | $841K | Sell |
8,970
-372
| -4% | -$34.9K | 0.66% | 24 |
|
|
2016
Q1 | $781K | Sell |
9,342
-11
| -0.1% | -$920 | 0.68% | 23 |
|
|
2015
Q4 | $729K | Buy |
9,353
+210
| +2% | +$16.4K | 0.49% | 30 |
|
|
2015
Q3 | $680K | Buy |
9,143
+10
| +0.1% | +$744 | 0.49% | 31 |
|
|
2015
Q2 | $760K | Buy |
9,133
+9
| +0.1% | +$749 | 0.52% | 26 |
|
|
2015
Q1 | $775K | Buy |
9,124
+8
| +0.1% | +$680 | 0.49% | 26 |
|
|
2014
Q4 | $843K | Buy |
+9,116
| New | +$843K | 0.62% | 27 |
|