Tandem Investment Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,511
| Closed | -$270K | – | 87 |
|
|
2024
Q4 | $270K | Buy |
2,511
+311
| +14% | +$33.4K | 0.01% | 64 |
|
|
2024
Q3 | $258K | Buy |
+2,200
| New | +$258K | 0.01% | 72 |
|
|
2023
Q1 | – | Sell |
-5,470
| Closed | -$603K | – | 90 |
|
|
2022
Q4 | $603K | Sell |
5,470
-1,818
| -25% | -$200K | 0.03% | 59 |
|
|
2022
Q3 | $636K | Buy |
7,288
+4,360
| +149% | +$380K | 0.04% | 58 |
|
|
2022
Q2 | $251K | Buy |
2,928
+429
| +17% | +$36.8K | 0.01% | 71 |
|
|
2022
Q1 | $206K | Sell |
2,499
-777
| -24% | -$64.1K | 0.01% | 70 |
|
|
2021
Q4 | $200K | Buy |
+3,276
| New | +$200K | 0.01% | 81 |
|
|
2021
Q1 | – | Sell |
-6,956
| Closed | -$287K | – | 77 |
|
|
2020
Q4 | $287K | Sell |
6,956
-142
| -2% | -$5.86K | 0.03% | 63 |
|
|
2020
Q3 | $244K | Sell |
7,098
-100
| -1% | -$3.44K | 0.03% | 64 |
|
|
2020
Q2 | $322K | Buy |
7,198
+118
| +2% | +$5.28K | 0.04% | 53 |
|
|
2020
Q1 | $269K | Sell |
7,080
-721
| -9% | -$27.4K | 0.04% | 56 |
|
|
2019
Q4 | $544K | Sell |
7,801
-883
| -10% | -$61.6K | 0.09% | 47 |
|
|
2019
Q3 | $613K | Sell |
8,684
-79
| -0.9% | -$5.58K | 0.11% | 45 |
|
|
2019
Q2 | $672K | Buy |
8,763
+37
| +0.4% | +$2.84K | 0.13% | 44 |
|
|
2019
Q1 | $705K | Sell |
8,726
-1,027
| -11% | -$83K | 0.16% | 44 |
|
|
2018
Q4 | $665K | Buy |
9,753
+240
| +3% | +$16.4K | 0.17% | 39 |
|
|
2018
Q3 | $809K | Buy |
9,513
+62
| +0.7% | +$5.27K | 0.22% | 34 |
|
|
2018
Q2 | $782K | Buy |
9,451
+1,094
| +13% | +$90.5K | 0.24% | 35 |
|
|
2018
Q1 | $624K | Buy |
8,357
+23
| +0.3% | +$1.72K | 0.2% | 36 |
|
|
2017
Q4 | $697K | Buy |
8,334
+1,194
| +17% | +$99.9K | 0.24% | 40 |
|
|
2017
Q3 | $585K | Sell |
7,140
-901
| -11% | -$73.8K | 0.22% | 42 |
|
|
2017
Q2 | $649K | Buy |
8,041
+402
| +5% | +$32.4K | 0.26% | 44 |
|
|
2017
Q1 | $626K | Sell |
7,639
-1,227
| -14% | -$101K | 0.28% | 44 |
|
|
2016
Q4 | $800K | Buy |
+8,866
| New | +$800K | 0.39% | 43 |
|