Tarbox Family Office’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
$728K Sell
6,754
-13
-0.2% -$1.4K 0.11% 52
2025
Q1
$805K Sell
6,767
-355
-5% -$42.2K 0.13% 47
2024
Q4
$766K Sell
7,122
-38
-0.5% -$4.09K 0.13% 48
2024
Q3
$839K Buy
7,160
+30
+0.4% +$3.52K 0.14% 46
2024
Q2
$821K Buy
7,130
+70
+1% +$8.06K 0.14% 43
2024
Q1
$821K Buy
7,060
+276
+4% +$32.1K 0.14% 42
2023
Q4
$678K Sell
6,784
-216
-3% -$21.6K 0.13% 43
2023
Q3
$823K Buy
7,000
+3
+0% +$353 0.17% 40
2023
Q2
$750K Sell
6,997
-43
-0.6% -$4.61K 0.15% 43
2023
Q1
$772K Sell
7,040
-928
-12% -$102K 0.16% 42
2022
Q4
$879K Buy
7,968
+93
+1% +$10.3K 0.19% 37
2022
Q3
$674K Sell
7,875
-283
-3% -$24.2K 0.16% 38
2022
Q2
$699K Buy
8,158
+789
+11% +$67.6K 0.16% 47
2022
Q1
$609K Sell
7,369
-6,007
-45% -$496K 0.12% 41
2021
Q4
$818K Buy
13,376
+197
+1% +$12K 0.14% 48
2021
Q3
$775K Sell
13,179
-209
-2% -$12.3K 0.14% 53
2021
Q2
$845K Buy
13,388
+143
+1% +$9.03K 0.15% 54
2021
Q1
$739K Buy
13,245
+305
+2% +$17K 0.15% 48
2020
Q4
$533K Sell
12,940
-164
-1% -$6.76K 0.11% 60
2020
Q3
$450K Buy
13,104
+5,081
+63% +$174K 0.11% 68
2020
Q2
$359K Buy
8,023
+293
+4% +$13.1K 0.09% 79
2020
Q1
$294K Sell
7,730
-365
-5% -$13.9K 0.1% 80
2019
Q4
$565K Sell
8,095
-287
-3% -$20K 0.15% 52
2019
Q3
$592K Sell
8,382
-19
-0.2% -$1.34K 0.18% 38
2019
Q2
$644K Sell
8,401
-576
-6% -$44.2K 0.2% 33
2019
Q1
$725K Buy
8,977
+6
+0.1% +$485 0.27% 33
2018
Q4
$612K Sell
8,971
-66
-0.7% -$4.5K 0.25% 34
2018
Q3
$768K Buy
9,037
+1,028
+13% +$87.4K 0.28% 27
2018
Q2
$663K Buy
8,009
+31
+0.4% +$2.57K 0.26% 31
2018
Q1
$595K Sell
7,978
-181
-2% -$13.5K 0.23% 36
2017
Q4
$682K Sell
8,159
-154
-2% -$12.9K 0.27% 30
2017
Q3
$681K Buy
8,313
+158
+2% +$12.9K 0.3% 26
2017
Q2
$658K Hold
8,155
0.32% 24
2017
Q1
$669K Hold
8,155
0.35% 22
2016
Q4
$736K Buy
8,155
+215
+3% +$19.4K 0.42% 18
2016
Q3
$693K Sell
7,940
-55
-0.7% -$4.8K 0.45% 18
2016
Q2
$749K Sell
7,995
-1,008
-11% -$94.4K 0.54% 17
2016
Q1
$753K Sell
9,003
-131
-1% -$11K 0.57% 17
2015
Q4
$712K Sell
9,134
-3
-0% -$234 0.58% 19
2015
Q3
$679K Buy
9,137
+288
+3% +$21.4K 0.62% 18
2015
Q2
$736K Sell
8,849
-4
-0% -$333 0.64% 20
2015
Q1
$753K Sell
8,853
-2
-0% -$170 0.66% 19
2014
Q4
$819K Sell
8,855
-150
-2% -$13.9K 0.76% 18
2014
Q3
$847K Buy
9,005
+2,091
+30% +$197K 0.76% 18
2014
Q2
$696K Sell
6,914
-2,765
-29% -$278K 0.62% 22
2014
Q1
$948K Sell
9,679
-1,381
-12% -$135K 0.84% 17
2013
Q4
$1.12M Buy
+11,060
New +$1.12M 0.93% 16