Townsend & Associates’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 | $809K | Hold |
7,328
| – | – | 0.08% | 70 |
|
|
2025
Q1 | $772K | Buy |
7,328
+215
| +3% | +$22.7K | 0.08% | 66 |
|
|
2024
Q4 | $793K | Hold |
7,113
| – | – | 0.08% | 70 |
|
|
2024
Q3 | $855K | Hold |
7,113
| – | – | 0.09% | 68 |
|
|
2024
Q2 | $835K | Buy |
7,113
+10
| +0.1% | +$1.17K | 0.09% | 66 |
|
|
2024
Q1 | $860K | Buy |
7,103
+10
| +0.1% | +$1.21K | 0.1% | 64 |
|
|
2023
Q4 | $706K | Buy |
7,093
+11
| +0.2% | +$1.1K | 0.09% | 70 |
|
|
2023
Q3 | $748K | Buy |
7,082
+9
| +0.1% | +$950 | 0.16% | 65 |
|
|
2023
Q2 | $748K | Buy |
7,073
+784
| +12% | +$82.9K | 0.19% | 84 |
|
|
2023
Q1 | $744K | Buy |
6,289
+4,049
| +181% | +$479K | 0.3% | 82 |
|
|
2022
Q4 | $264K | Buy |
2,240
+149
| +7% | +$17.6K | 0.13% | 90 |
|
|
2022
Q3 | $238K | Buy |
+2,091
| New | +$238K | 0.11% | 77 |
|
|
2018
Q4 | – | Sell |
-1,938
| Closed | -$165K | – | 150 |
|
|
2018
Q3 | $165K | Buy |
1,938
+18
| +0.9% | +$1.53K | 0.16% | 78 |
|
|
2018
Q2 | $159K | Buy |
1,920
+17
| +0.9% | +$1.41K | 0.18% | 73 |
|
|
2018
Q1 | $142K | Sell |
1,903
-801
| -30% | -$59.8K | 0.11% | 76 |
|
|
2017
Q4 | $226K | Buy |
+2,704
| New | +$226K | 0.19% | 68 |
|