Tortoise 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 | $411K | Buy |
3,809
+151
| +4% | +$16.3K | 0.04% | 157 |
|
|
2025
Q1 | $435K | Sell |
3,658
-556
| -13% | -$66.1K | 0.05% | 150 |
|
|
2024
Q4 | $453K | Buy |
4,214
+115
| +3% | +$12.4K | 0.05% | 152 |
|
|
2024
Q3 | $480K | Buy |
4,099
+101
| +3% | +$11.8K | 0.05% | 148 |
|
|
2024
Q2 | $460K | Buy |
3,998
+63
| +2% | +$7.25K | 0.05% | 149 |
|
|
2024
Q1 | $457K | Buy |
3,935
+109
| +3% | +$12.7K | 0.06% | 160 |
|
|
2023
Q4 | $383K | Sell |
3,826
-51
| -1% | -$5.1K | 0.05% | 162 |
|
|
2023
Q3 | $456K | Buy |
3,877
+5
| +0.1% | +$588 | 0.07% | 144 |
|
|
2023
Q2 | $415K | Buy |
3,872
+750
| +24% | +$80.4K | 0.06% | 149 |
|
|
2023
Q1 | $342K | Buy |
3,122
+15
| +0.5% | +$1.65K | 0.05% | 157 |
|
|
2022
Q4 | $343K | Buy |
3,107
+17
| +0.6% | +$1.88K | 0.06% | 156 |
|
|
2022
Q3 | $270K | Hold |
3,090
| – | – | 0.05% | 160 |
|
|
2022
Q2 | $265K | Buy |
3,090
+11
| +0.4% | +$943 | 0.05% | 150 |
|
|
2022
Q1 | $254K | Sell |
3,079
-181
| -6% | -$14.9K | 0.05% | 157 |
|
|
2021
Q4 | $199K | Buy |
3,260
+264
| +9% | +$16.1K | 0.04% | 168 |
|
|
2021
Q3 | $176K | Sell |
2,996
-288
| -9% | -$16.9K | 0.04% | 166 |
|
|
2021
Q2 | $207K | Buy |
3,284
+848
| +35% | +$53.5K | 0.04% | 151 |
|
|
2021
Q1 | $136K | Buy |
2,436
+125
| +5% | +$6.98K | 0.03% | 183 |
|
|
2020
Q4 | $95K | Hold |
2,311
| – | – | 0.02% | 194 |
|
|
2020
Q3 | $79K | Sell |
2,311
-100
| -4% | -$3.42K | 0.02% | 194 |
|
|
2020
Q2 | $108K | Sell |
2,411
-351
| -13% | -$15.7K | 0.03% | 174 |
|
|
2020
Q1 | $105K | Hold |
2,762
| – | – | 0.03% | 171 |
|
|
2019
Q4 | $193K | Hold |
2,762
| – | – | 0.05% | 144 |
|
|
2019
Q3 | $195K | Sell |
2,762
-438
| -14% | -$30.9K | 0.05% | 140 |
|
|
2019
Q2 | $245K | Buy |
3,200
+60
| +2% | +$4.59K | 0.06% | 132 |
|
|
2019
Q1 | $254K | Sell |
3,140
-209
| -6% | -$16.9K | 0.07% | 128 |
|
|
2018
Q4 | $228K | Sell |
3,349
-274
| -8% | -$18.7K | 0.06% | 132 |
|
|
2018
Q3 | $308K | Hold |
3,623
| – | – | 0.08% | 116 |
|
|
2018
Q2 | $300K | Buy |
3,623
+124
| +4% | +$10.3K | 0.08% | 121 |
|
|
2018
Q1 | $261K | Sell |
3,499
-321
| -8% | -$23.9K | 0.07% | 125 |
|
|
2017
Q4 | $320K | Buy |
3,820
+90
| +2% | +$7.54K | 0.09% | 112 |
|
|
2017
Q3 | $306K | Hold |
3,730
| – | – | 0.09% | 108 |
|
|
2017
Q2 | $301K | Buy |
3,730
+400
| +12% | +$32.3K | 0.1% | 102 |
|
|
2017
Q1 | $273K | Sell |
3,330
-3,384
| -50% | -$277K | 0.09% | 98 |
|
|
2016
Q4 | $606K | Buy |
6,714
+3,344
| +99% | +$302K | 0.21% | 67 |
|
|
2016
Q3 | $294K | Sell |
3,370
-275
| -8% | -$24K | 0.1% | 87 |
|
|
2016
Q2 | $342K | Sell |
3,645
-2,027
| -36% | -$190K | 0.12% | 86 |
|
|
2016
Q1 | $474K | Sell |
5,672
-570
| -9% | -$47.6K | 0.17% | 72 |
|
|
2015
Q4 | $487K | Sell |
6,242
-143
| -2% | -$11.2K | 0.17% | 74 |
|
|
2015
Q3 | $475K | Sell |
6,385
-615
| -9% | -$45.8K | 0.18% | 74 |
|
|
2015
Q2 | $582K | Sell |
7,000
-157
| -2% | -$13.1K | 0.22% | 71 |
|
|
2015
Q1 | $608K | Sell |
7,157
-1,287
| -15% | -$109K | 0.23% | 62 |
|
|
2014
Q4 | $781K | Sell |
8,444
-1,450
| -15% | -$134K | 0.31% | 53 |
|
|
2014
Q3 | $931K | Sell |
9,894
-61
| -0.6% | -$5.74K | 0.39% | 46 |
|
|
2014
Q2 | $1M | Buy |
9,955
+61
| +0.6% | +$6.14K | 0.42% | 46 |
|
|
2014
Q1 | $966K | Sell |
9,894
-200
| -2% | -$19.5K | 0.45% | 45 |
|
|
2013
Q4 | $1.02M | Sell |
10,094
-664
| -6% | -$67.2K | 0.56% | 43 |
|
|
2013
Q3 | $926K | Sell |
10,758
-1,355
| -11% | -$117K | 0.56% | 41 |
|
|
2013
Q2 | $1.09M | Buy |
+12,113
| New | +$1.09M | 0.72% | 36 |
|