Truepoint Inc’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 | $583K | Buy |
5,407
+2
| +0% | +$216 | 0.01% | 94 |
|
|
2025
Q1 | $643K | Sell |
5,405
-1,338
| -20% | -$159K | 0.02% | 84 |
|
|
2024
Q4 | $725K | Sell |
6,743
-90
| -1% | -$9.68K | 0.02% | 75 |
|
|
2024
Q3 | $801K | Buy |
6,833
+2,812
| +70% | +$330K | 0.02% | 72 |
|
|
2024
Q2 | $463K | Sell |
4,021
-75
| -2% | -$8.63K | 0.01% | 87 |
|
|
2024
Q1 | $476K | Sell |
4,096
-8,509
| -68% | -$989K | 0.01% | 90 |
|
|
2023
Q4 | $1.26M | Buy |
12,605
+1,258
| +11% | +$126K | 0.04% | 70 |
|
|
2023
Q3 | $1.33M | Buy |
11,347
+7,201
| +174% | +$847K | 0.04% | 67 |
|
|
2023
Q2 | $445K | Buy |
4,146
+724
| +21% | +$77.7K | 0.01% | 106 |
|
|
2023
Q1 | $375K | Buy |
3,422
+7
| +0.2% | +$768 | 0.01% | 108 |
|
|
2022
Q4 | $377K | Buy |
3,415
+10
| +0.3% | +$1.1K | 0.01% | 113 |
|
|
2022
Q3 | $297K | Buy |
3,405
+10
| +0.3% | +$872 | 0.02% | 122 |
|
|
2022
Q2 | $291K | Sell |
3,395
-507
| -13% | -$43.5K | 0.02% | 136 |
|
|
2022
Q1 | $322K | Sell |
3,902
-312
| -7% | -$25.7K | 0.02% | 113 |
|
|
2021
Q4 | $258K | Buy |
4,214
+355
| +9% | +$21.7K | 0.01% | 120 |
|
|
2021
Q3 | $227K | Buy |
3,859
+173
| +5% | +$10.2K | 0.01% | 120 |
|
|
2021
Q2 | $232K | Buy |
+3,686
| New | +$232K | 0.01% | 114 |
|
|
2020
Q1 | – | Sell |
-5,838
| Closed | -$407K | – | 118 |
|
|
2019
Q4 | $407K | Buy |
5,838
+2
| +0% | +$139 | 0.03% | 77 |
|
|
2019
Q3 | $412K | Sell |
5,836
-2,781
| -32% | -$196K | 0.04% | 72 |
|
|
2019
Q2 | $660K | Buy |
8,617
+2,334
| +37% | +$179K | 0.05% | 55 |
|
|
2019
Q1 | $508K | Buy |
6,283
+701
| +13% | +$56.7K | 0.04% | 61 |
|
|
2018
Q4 | $381K | Sell |
5,582
-1,123
| -17% | -$76.7K | 0.04% | 70 |
|
|
2018
Q3 | $570K | Buy |
6,705
+112
| +2% | +$9.52K | 0.05% | 58 |
|
|
2018
Q2 | $545K | Buy |
6,593
+6,259
| +1,874% | +$517K | 0.05% | 54 |
|
|
2018
Q1 | $4.47K | Sell |
334
-2,903
| -90% | -$38.9K | 0.03% | 59 |
|
|
2017
Q4 | $271K | Sell |
3,237
-2,212
| -41% | -$185K | 0.03% | 81 |
|
|
2017
Q3 | $447K | Sell |
5,449
-271
| -5% | -$22.2K | 0.04% | 60 |
|
|
2017
Q2 | $461K | Sell |
5,720
-64
| -1% | -$5.16K | 0.05% | 60 |
|
|
2017
Q1 | $474K | Buy |
5,784
+741
| +15% | +$60.7K | 0.05% | 60 |
|
|
2016
Q4 | $411K | Buy |
5,043
+937
| +23% | +$76.4K | 0.05% | 59 |
|
|
2016
Q3 | $358K | Sell |
4,106
-426
| -9% | -$37.1K | 0.04% | 52 |
|
|
2016
Q2 | $425K | Sell |
4,532
-279
| -6% | -$26.2K | 0.05% | 52 |
|
|
2016
Q1 | $402K | Sell |
4,811
-1,989
| -29% | -$166K | 0.05% | 53 |
|
|
2015
Q4 | $530K | Buy |
6,800
+1,225
| +22% | +$95.5K | 0.07% | 34 |
|
|
2015
Q3 | $415K | Sell |
5,575
-14,069
| -72% | -$1.05M | 0.06% | 34 |
|
|
2015
Q2 | $1.63M | Sell |
19,644
-7,280
| -27% | -$606K | 0.25% | 12 |
|
|
2015
Q1 | $2.29M | Buy |
26,924
+22,886
| +567% | +$1.95M | 0.36% | 11 |
|
|
2014
Q4 | $373K | Sell |
4,038
-3,618
| -47% | -$334K | 0.06% | 20 |
|
|
2014
Q3 | $720K | Sell |
7,656
-818
| -10% | -$76.9K | 0.12% | 15 |
|
|
2014
Q2 | $853K | Buy |
8,474
+189
| +2% | +$19K | 0.15% | 12 |
|
|
2014
Q1 | $804K | Buy |
8,285
+768
| +10% | +$74.5K | 0.15% | 12 |
|
|
2013
Q4 | $761K | Sell |
7,517
-3,351
| -31% | -$339K | 0.15% | 13 |
|
|
2013
Q3 | $935K | Sell |
10,868
-165
| -1% | -$14.2K | 0.19% | 16 |
|
|
2013
Q2 | $997K | Buy |
+11,033
| New | +$997K | 0.27% | 11 |
|