VAM
Verity Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
4,025
+221
| +6% | +$23.8K | 0.21% | 121 |
|
|
2025
Q1 | $452K | Buy |
3,804
+216
| +6% | +$25.7K | 0.18% | 122 |
|
|
2024
Q4 | $386K | Buy |
3,588
+161
| +5% | +$17.3K | 0.22% | 106 |
|
|
2024
Q3 | $402K | Buy |
3,427
+547
| +19% | +$64.1K | 0.15% | 130 |
|
|
2024
Q2 | $332K | Sell |
2,880
-670
| -19% | -$77.1K | 0.13% | 138 |
|
|
2024
Q1 | $413K | Buy |
3,550
+362
| +11% | +$42.1K | 0.23% | 116 |
|
|
2023
Q4 | $319K | Buy |
3,188
+40
| +1% | +$4K | 0.2% | 126 |
|
|
2023
Q3 | $370K | Sell |
3,148
-23
| -0.7% | -$2.71K | 0.27% | 98 |
|
|
2023
Q2 | $340K | Buy |
3,171
+176
| +6% | +$18.9K | 0.25% | 106 |
|
|
2023
Q1 | $328K | Sell |
2,995
-151
| -5% | -$16.6K | 0.2% | 116 |
|
|
2022
Q4 | $347K | Buy |
3,146
+345
| +12% | +$38.1K | 0.3% | 105 |
|
|
2022
Q3 | $245K | Buy |
+2,801
| New | +$245K | 0.25% | 130 |
|
|
2022
Q1 | $258K | Buy |
+3,120
| New | +$258K | 0.16% | 165 |
|
|
2021
Q3 | – | Sell |
-10,192
| Closed | -$643K | – | 244 |
|
|
2021
Q2 | $643K | Buy |
10,192
+132
| +1% | +$8.33K | 0.35% | 82 |
|
|
2021
Q1 | $562K | Buy |
10,060
+3,616
| +56% | +$202K | 0.34% | 90 |
|
|
2020
Q4 | $266K | Buy |
6,444
+368
| +6% | +$15.2K | 0.19% | 128 |
|
|
2020
Q3 | $209K | Buy |
+6,076
| New | +$209K | 0.16% | 131 |
|
|
2020
Q2 | – | Sell |
-7,152
| Closed | -$272K | – | 149 |
|
|
2020
Q1 | $272K | Buy |
7,152
+2,145
| +43% | +$81.6K | 0.34% | 93 |
|
|
2019
Q4 | $349K | Buy |
5,007
+64
| +1% | +$4.46K | 0.35% | 87 |
|
|
2019
Q3 | $348K | Sell |
4,943
-140
| -3% | -$9.86K | 0.36% | 88 |
|
|
2019
Q2 | $390K | Buy |
5,083
+530
| +12% | +$40.7K | 0.44% | 78 |
|
|
2019
Q1 | $368K | Buy |
4,553
+840
| +23% | +$67.9K | 0.43% | 71 |
|
|
2018
Q4 | $253K | Buy |
3,713
+488
| +15% | +$33.3K | 0.34% | 84 |
|
|
2018
Q3 | $274K | Buy |
+3,225
| New | +$274K | 0.27% | 100 |
|
|
2015
Q4 | – | Sell |
-2,862
| Closed | -$213K | – | 104 |
|
|
2015
Q3 | $213K | Hold |
2,862
| – | – | 0.21% | 78 |
|
|
2015
Q2 | $238K | Hold |
2,862
| – | – | 0.22% | 74 |
|
|
2015
Q1 | $243K | Buy |
+2,862
| New | +$243K | 0.24% | 58 |
|