Wharton Business Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,163
| Closed | -$489K | – | 141 |
|
|
2023
Q3 | $489K | Hold |
4,163
| – | – | 0.03% | 96 |
|
|
2023
Q2 | $446K | Hold |
4,163
| – | – | 0.03% | 92 |
|
|
2023
Q1 | $456K | Hold |
4,163
| – | – | 0.03% | 95 |
|
|
2022
Q4 | $459K | Hold |
4,163
| – | – | 0.03% | 95 |
|
|
2022
Q3 | $363K | Hold |
4,163
| – | – | 0.02% | 97 |
|
|
2022
Q2 | $357K | Hold |
4,163
| – | – | 0.02% | 99 |
|
|
2022
Q1 | $344K | Sell |
4,163
-82
| -2% | -$6.78K | 0.02% | 106 |
|
|
2021
Q4 | $260K | Buy |
4,245
+82
| +2% | +$5.02K | 0.02% | 118 |
|
|
2021
Q3 | $245K | Hold |
4,163
| – | – | 0.02% | 60 |
|
|
2021
Q2 | $263K | Hold |
4,163
| – | – | 0.02% | 106 |
|
|
2021
Q1 | $232K | Buy |
+4,163
| New | +$232K | 0.02% | 112 |
|
|
2020
Q3 | – | Sell |
-5,181
| Closed | -$232K | – | 118 |
|
|
2020
Q2 | $232K | Buy |
+5,181
| New | +$232K | 0.02% | 103 |
|
|
2020
Q1 | – | Sell |
-5,698
| Closed | -$398K | – | 119 |
|
|
2019
Q4 | $398K | Sell |
5,698
-12,445
| -69% | -$869K | 0.04% | 77 |
|
|
2019
Q3 | $1.28M | Hold |
18,143
| – | – | 0.13% | 48 |
|
|
2019
Q2 | $1.39M | Hold |
18,143
| – | – | 0.14% | 47 |
|
|
2019
Q1 | $1.47M | Hold |
18,143
| – | – | 0.15% | 46 |
|
|
2018
Q4 | $1.24M | Hold |
18,143
| – | – | 0.15% | 50 |
|
|
2018
Q3 | $1.54M | Sell |
18,143
-25
| -0.1% | -$2.13K | 0.15% | 46 |
|
|
2018
Q2 | $1.5M | Sell |
18,168
-32
| -0.2% | -$2.65K | 0.16% | 46 |
|
|
2018
Q1 | $1.36M | Buy |
18,200
+47
| +0.3% | +$3.51K | 0.14% | 50 |
|
|
2017
Q4 | $1.52M | Sell |
18,153
-3,220
| -15% | -$269K | 0.16% | 54 |
|
|
2017
Q3 | $1.75M | Buy |
21,373
+145
| +0.7% | +$11.9K | 0.19% | 50 |
|
|
2017
Q2 | $1.71M | Hold |
21,228
| – | – | 0.18% | 56 |
|
|
2017
Q1 | $1.74M | Buy |
21,228
+1,246
| +6% | +$102K | 0.19% | 57 |
|
|
2016
Q4 | $1.8M | Sell |
19,982
-736
| -4% | -$66.4K | 0.21% | 60 |
|
|
2016
Q3 | $1.81M | Sell |
20,718
-935
| -4% | -$81.6K | 0.22% | 62 |
|
|
2016
Q2 | $2.03M | Sell |
21,653
-62
| -0.3% | -$5.81K | 0.24% | 66 |
|
|
2016
Q1 | $1.82M | Buy |
21,715
+62
| +0.3% | +$5.18K | 0.2% | 69 |
|
|
2015
Q4 | $1.69M | Buy |
21,653
+10
| +0% | +$780 | 0.17% | 74 |
|
|
2015
Q3 | $1.61M | Hold |
21,643
| – | – | 0.16% | 74 |
|
|
2015
Q2 | $1.8K | Sell |
21,643
-1
| -0% | – | 0.12% | 79 |
|
|
2015
Q1 | $1.84M | Buy |
21,644
+5,175
| +31% | +$440K | 0.15% | 83 |
|
|
2014
Q4 | $1.52M | Buy |
16,469
+1,280
| +8% | +$118K | 0.13% | 82 |
|
|
2014
Q3 | $1.43M | Hold |
15,189
| – | – | 0.13% | 91 |
|
|
2014
Q2 | $1.53M | Sell |
15,189
-102
| -0.7% | -$10.3K | 0.17% | 86 |
|
|
2014
Q1 | $1.49M | Hold |
15,291
| – | – | 0.12% | 98 |
|
|
2013
Q4 | $1.55M | Buy |
15,291
+8,727
| +133% | +$883K | 0.13% | 97 |
|
|
2013
Q3 | $565K | Hold |
6,564
| – | – | 0.05% | 118 |
|
|
2013
Q2 | $593K | Buy |
+6,564
| New | +$593K | 0.05% | 116 |
|