Tevis Investment 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 | $1.67M | Sell |
15,460
-1,972
| -11% | -$213K | 1.07% | 31 |
|
2025
Q1 | $1.88M | Hold |
17,432
| – | – | 1.39% | 21 |
|
2024
Q4 | $1.88M | Buy |
17,432
+13
| +0.1% | +$1.4K | 1.39% | 21 |
|
2024
Q3 | $2.04M | Buy |
17,419
+50
| +0.3% | +$5.86K | 1.51% | 20 |
|
2024
Q2 | $2M | Buy |
17,369
+143
| +0.8% | +$16.5K | 1.61% | 18 |
|
2024
Q1 | $2M | Buy |
17,226
+12
| +0.1% | +$1.4K | 1.7% | 18 |
|
2023
Q4 | $1.72M | Buy |
17,214
+6
| +0% | +$600 | 1.59% | 20 |
|
2023
Q3 | $2.02M | Hold |
17,208
| – | – | 2.05% | 12 |
|
2023
Q2 | $1.85M | Buy |
17,208
+24
| +0.1% | +$2.57K | 1.8% | 16 |
|
2023
Q1 | $1.88M | Buy |
17,184
+5
| +0% | +$548 | 1.92% | 14 |
|
2022
Q4 | $1.89M | Sell |
17,179
-160
| -0.9% | -$17.6K | 2.02% | 11 |
|
2022
Q3 | $1.51M | Buy |
17,339
+7
| +0% | +$611 | 1.47% | 14 |
|
2022
Q2 | $1.49M | Buy |
17,332
+8
| +0% | +$685 | 1.42% | 17 |
|
2022
Q1 | $1.43M | Buy |
17,324
+6
| +0% | +$496 | 1.29% | 20 |
|
2021
Q4 | $1.06M | Buy |
+17,318
| New | +$1.06M | 0.92% | 34 |
|