Yellowstone Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.3M | Sell |
15,507
-2,129
| -12% | -$178K | 0.73% | 32 |
|
|
2017
Q3 | $1.45M | Buy |
+17,636
| New | +$1.45M | 0.76% | 30 |
|
|
2016
Q3 | $2.06M | Buy |
23,625
+3,381
| +17% | +$295K | 0.76% | 28 |
|
|
2016
Q2 | $1.9M | Sell |
20,244
-92
| -0.5% | -$8.63K | 0.82% | 27 |
|
|
2016
Q1 | $1.7M | Buy |
20,336
+311
| +2% | +$26K | 0.73% | 29 |
|
|
2015
Q4 | $1.56M | Buy |
20,025
+5,751
| +40% | +$448K | 0.7% | 27 |
|
|
2015
Q3 | $1.06M | Sell |
14,274
-414
| -3% | -$30.8K | 0.5% | 42 |
|
|
2015
Q2 | $1.22M | Buy |
14,688
+1,913
| +15% | +$159K | 0.55% | 38 |
|
|
2015
Q1 | $1.09M | Sell |
12,775
-673
| -5% | -$57.2K | 0.55% | 42 |
|
|
2014
Q4 | $1.24M | Buy |
13,448
+119
| +0.9% | +$11K | 0.67% | 34 |
|
|
2014
Q3 | $1.25M | Buy |
13,329
+1,013
| +8% | +$95.3K | 0.71% | 32 |
|
|
2014
Q2 | $1.24M | Sell |
12,316
-377
| -3% | -$38K | 0.72% | 30 |
|
|
2014
Q1 | $1.24M | Buy |
12,693
+403
| +3% | +$39.4K | 0.78% | 23 |
|
|
2013
Q4 | $1.24M | Buy |
+12,290
| New | +$1.24M | 0.8% | 25 |
|