Vista Capital Partners’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 | $559K | Buy |
5,181
+93
| +2% | +$10K | 0.06% | 58 |
|
|
2025
Q1 | $605K | Sell |
5,088
-10
| -0.2% | -$1.19K | 0.07% | 49 |
|
|
2024
Q4 | $548K | Buy |
5,098
+2,163
| +74% | +$233K | 0.06% | 55 |
|
|
2024
Q3 | $344K | Sell |
2,935
-91
| -3% | -$10.7K | 0.04% | 75 |
|
|
2024
Q2 | $348K | Buy |
3,026
+236
| +8% | +$27.2K | 0.04% | 66 |
|
|
2024
Q1 | $324K | Sell |
2,790
-64
| -2% | -$7.44K | 0.04% | 68 |
|
|
2023
Q4 | $285K | Buy |
2,854
+64
| +2% | +$6.4K | 0.04% | 69 |
|
|
2023
Q3 | $328K | Hold |
2,790
| – | – | 0.05% | 57 |
|
|
2023
Q2 | $299K | Hold |
2,790
| – | – | 0.04% | 70 |
|
|
2023
Q1 | $306K | Hold |
2,790
| – | – | 0.05% | 65 |
|
|
2022
Q4 | $308K | Buy |
+2,790
| New | +$308K | 0.05% | 57 |
|
|
2020
Q1 | – | Sell |
-4,328
| Closed | -$302K | – | 67 |
|
|
2019
Q4 | $302K | Sell |
4,328
-38
| -0.9% | -$2.65K | 0.06% | 49 |
|
|
2019
Q3 | $308K | Buy |
4,366
+748
| +21% | +$52.8K | 0.06% | 49 |
|
|
2019
Q2 | $277K | Sell |
3,618
-112
| -3% | -$8.58K | 0.06% | 48 |
|
|
2019
Q1 | $301K | Sell |
3,730
-1,293
| -26% | -$104K | 0.06% | 40 |
|
|
2018
Q4 | $342K | Sell |
5,023
-2,012
| -29% | -$137K | 0.08% | 38 |
|
|
2018
Q3 | $598K | Buy |
7,035
+2,705
| +62% | +$230K | 0.12% | 33 |
|
|
2018
Q2 | $358K | Buy |
4,330
+139
| +3% | +$11.5K | 0.08% | 37 |
|
|
2018
Q1 | $313K | Sell |
4,191
-106
| -2% | -$7.92K | 0.07% | 39 |
|
|
2017
Q4 | $359K | Buy |
4,297
+289
| +7% | +$24.1K | 0.08% | 36 |
|
|
2017
Q3 | $329K | Buy |
4,008
+216
| +6% | +$17.7K | 0.08% | 36 |
|
|
2017
Q2 | $306K | Sell |
3,792
-197
| -5% | -$15.9K | 0.08% | 36 |
|
|
2017
Q1 | $327K | Sell |
3,989
-852
| -18% | -$69.8K | 0.08% | 34 |
|
|
2016
Q4 | $437K | Sell |
4,841
-43
| -0.9% | -$3.88K | 0.12% | 31 |
|
|
2016
Q3 | $426K | Buy |
4,884
+814
| +20% | +$71K | 0.12% | 28 |
|
|
2016
Q2 | $382K | Sell |
4,070
-319
| -7% | -$29.9K | 0.11% | 24 |
|
|
2016
Q1 | $350K | Buy |
4,389
+53
| +1% | +$4.23K | 0.11% | 25 |
|
|
2015
Q4 | $338K | Buy |
4,336
+108
| +3% | +$8.42K | 0.11% | 27 |
|
|
2015
Q3 | $314K | Buy |
4,228
+9
| +0.2% | +$668 | 0.1% | 28 |
|
|
2015
Q2 | $351K | Sell |
4,219
-108
| -2% | -$8.99K | 0.11% | 27 |
|
|
2015
Q1 | $368K | Buy |
4,327
+6
| +0.1% | +$510 | 0.11% | 27 |
|
|
2014
Q4 | $399K | Sell |
4,321
-143
| -3% | -$13.2K | 0.13% | 27 |
|
|
2014
Q3 | $420K | Buy |
4,464
+805
| +22% | +$75.7K | 0.14% | 23 |
|
|
2014
Q2 | $368K | Sell |
3,659
-595
| -14% | -$59.8K | 0.12% | 29 |
|
|
2014
Q1 | $416K | Hold |
4,254
| – | – | 0.14% | 25 |
|
|
2013
Q4 | $431K | Hold |
4,254
| – | – | 0.16% | 23 |
|
|
2013
Q3 | $366K | Buy |
4,254
+150
| +4% | +$12.9K | 0.14% | 25 |
|
|
2013
Q2 | $371K | Buy |
+4,104
| New | +$371K | 0.14% | 24 |
|