Waterloo Capital’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 | $3.1M | Sell |
28,773
-319
| -1% | -$34.4K | 0.25% | 99 |
|
|
2025
Q1 | $3.46M | Buy |
29,092
+8,777
| +43% | +$1.04M | 0.32% | 82 |
|
|
2024
Q4 | $2.19M | Buy |
20,315
+1,182
| +6% | +$127K | 0.23% | 104 |
|
|
2024
Q3 | $2.24M | Buy |
19,133
+5
| +0% | +$586 | 0.24% | 103 |
|
|
2024
Q2 | $2.2M | Buy |
19,128
+2,444
| +15% | +$281K | 0.26% | 94 |
|
|
2024
Q1 | $1.94M | Buy |
16,684
+7,097
| +74% | +$825K | 0.25% | 95 |
|
|
2023
Q4 | $958K | Buy |
9,587
+3,565
| +59% | +$356K | 0.16% | 139 |
|
|
2023
Q3 | $708K | Buy |
6,022
+2,038
| +51% | +$240K | 0.21% | 82 |
|
|
2023
Q2 | $427K | Sell |
3,984
-916
| -19% | -$98.2K | 0.13% | 100 |
|
|
2023
Q1 | $537K | Buy |
+4,900
| New | +$537K | 0.17% | 83 |
|