TCM
TD Capital Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Sell |
6,789
-16
| -0.2% | -$1.73K | 0.07% | 68 |
|
|
2025
Q1 | $809K | Buy |
6,805
+2,648
| +64% | +$315K | 0.08% | 61 |
|
|
2024
Q4 | $447K | Buy |
4,157
+28
| +0.7% | +$3.01K | 0.05% | 73 |
|
|
2024
Q3 | $484K | Buy |
4,129
+9
| +0.2% | +$1.06K | 0.05% | 68 |
|
|
2024
Q2 | $474K | Sell |
4,120
-193
| -4% | -$22.2K | 0.05% | 69 |
|
|
2024
Q1 | $501K | Buy |
4,313
+284
| +7% | +$33K | 0.05% | 64 |
|
|
2023
Q4 | $403K | Sell |
4,029
-4,370
| -52% | -$437K | 0.05% | 71 |
|
|
2023
Q3 | $988K | Sell |
8,399
-336
| -4% | -$39.5K | 0.12% | 49 |
|
|
2023
Q2 | $937K | Buy |
8,735
+65
| +0.7% | +$6.97K | 0.11% | 48 |
|
|
2023
Q1 | $951K | Buy |
8,670
+264
| +3% | +$29K | 0.12% | 45 |
|
|
2022
Q4 | $927K | Buy |
8,406
+67
| +0.8% | +$7.39K | 0.12% | 44 |
|
|
2022
Q3 | $728K | Buy |
8,339
+70
| +0.8% | +$6.11K | 0.1% | 47 |
|
|
2022
Q2 | $708K | Buy |
8,269
+53
| +0.6% | +$4.54K | 0.1% | 49 |
|
|
2022
Q1 | $679K | Buy |
8,216
+6,306
| +330% | +$521K | 0.08% | 48 |
|
|
2021
Q4 | $117K | Sell |
1,910
-239
| -11% | -$14.6K | 0.01% | 116 |
|
|
2021
Q3 | $126K | Sell |
2,149
-1,337
| -38% | -$78.4K | 0.02% | 105 |
|
|
2021
Q2 | $220K | Buy |
3,486
+9
| +0.3% | +$568 | 0.03% | 74 |
|
|
2021
Q1 | $194K | Buy |
3,477
+236
| +7% | +$13.2K | 0.03% | 73 |
|
|
2020
Q4 | $134K | Sell |
3,241
-208
| -6% | -$8.6K | 0.02% | 80 |
|
|
2020
Q3 | $118K | Buy |
3,449
+7
| +0.2% | +$239 | 0.02% | 73 |
|
|
2020
Q2 | $154K | Buy |
3,442
+83
| +2% | +$3.71K | 0.03% | 58 |
|
|
2020
Q1 | $128K | Buy |
3,359
+287
| +9% | +$10.9K | 0.02% | 59 |
|
|
2019
Q4 | $214K | Sell |
3,072
-1,239
| -29% | -$86.3K | 0.03% | 57 |
|
|
2019
Q3 | $304K | Sell |
4,311
-566
| -12% | -$39.9K | 0.05% | 51 |
|
|
2019
Q2 | $374K | Sell |
4,877
-650
| -12% | -$49.8K | 0.08% | 40 |
|
|
2019
Q1 | $447K | Sell |
5,527
-650
| -11% | -$52.6K | 0.09% | 40 |
|
|
2018
Q4 | $421K | Sell |
6,177
-303
| -5% | -$20.7K | 0.1% | 40 |
|
|
2018
Q3 | $551K | Buy |
6,480
+3,254
| +101% | +$277K | 0.14% | 38 |
|
|
2018
Q2 | $267K | Hold |
3,226
| – | – | 0.07% | 40 |
|
|
2018
Q1 | $241K | Hold |
3,226
| – | – | 0.07% | 42 |
|
|
2017
Q4 | $270K | Hold |
3,226
| – | – | 0.07% | 43 |
|
|
2017
Q3 | $264K | Hold |
3,226
| – | – | 0.08% | 42 |
|
|
2017
Q2 | $260K | Hold |
3,226
| – | – | 0.08% | 42 |
|
|
2017
Q1 | $265K | Sell |
3,226
-165
| -5% | -$13.6K | 0.08% | 42 |
|
|
2016
Q4 | $306K | Hold |
3,391
| – | – | 0.09% | 40 |
|
|
2016
Q3 | $296K | Hold |
3,391
| – | – | 0.09% | 39 |
|
|
2016
Q2 | $318K | Buy |
3,391
+165
| +5% | +$15.5K | 0.1% | 40 |
|
|
2016
Q1 | $270K | Hold |
3,226
| – | – | 0.09% | 41 |
|
|
2015
Q4 | $251K | Buy |
3,226
+354
| +12% | +$27.5K | 0.08% | 39 |
|
|
2015
Q3 | $214K | Hold |
2,872
| – | – | 0.07% | 45 |
|
|
2015
Q2 | $239K | Hold |
2,872
| – | – | 0.06% | 52 |
|
|
2015
Q1 | $244K | Hold |
2,872
| – | – | 0.06% | 53 |
|
|
2014
Q4 | $266K | Hold |
2,872
| – | – | 0.06% | 52 |
|
|
2014
Q3 | $270K | Hold |
2,872
| – | – | 0.06% | 49 |
|
|
2014
Q2 | $289K | Hold |
2,872
| – | – | 0.07% | 39 |
|
|
2014
Q1 | $281K | Sell |
2,872
-197
| -6% | -$19.3K | 0.06% | 39 |
|
|
2013
Q4 | $311K | Sell |
3,069
-991
| -24% | -$100K | 0.07% | 41 |
|
|
2013
Q3 | $349K | Buy |
4,060
+8
| +0.2% | +$688 | 0.08% | 38 |
|
|
2013
Q2 | $366K | Buy |
+4,052
| New | +$366K | 0.09% | 34 |
|