Summit 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $4.24M | Sell |
50,698
-2,940
| -5% | -$246K | 1.92% | 19 |
|
2015
Q4 | $4.18M | Sell |
53,638
-4,545
| -8% | -$354K | 1.69% | 20 |
|
2015
Q3 | $4.33M | Sell |
58,183
-3,369
| -5% | -$250K | 2.11% | 16 |
|
2015
Q2 | $5.12M | Buy |
61,552
+8,031
| +15% | +$668K | 2.19% | 16 |
|
2015
Q1 | $4.55M | Buy |
53,521
+5,561
| +12% | +$473K | 1.83% | 17 |
|
2014
Q4 | $4.43M | Sell |
47,960
-14,545
| -23% | -$1.34M | 1.66% | 17 |
|
2014
Q3 | $5.88M | Sell |
62,505
-1,565
| -2% | -$147K | 2.08% | 16 |
|
2014
Q2 | $6.45M | Sell |
64,070
-145
| -0.2% | -$14.6K | 2.32% | 13 |
|
2014
Q1 | $6.27M | Sell |
64,215
-4,200
| -6% | -$410K | 2.22% | 16 |
|
2013
Q4 | $6.92M | Sell |
68,415
-10,050
| -13% | -$1.02M | 2.61% | 9 |
|
2013
Q3 | $6.75M | Buy |
78,465
+3,245
| +4% | +$279K | 3.21% | 8 |
|
2013
Q2 | $6.8M | Buy |
+75,220
| New | +$6.8M | 2.89% | 10 |
|