Zuckerman Investment Group’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 | $439K | Buy |
4,076
+122
| +3% | +$13.2K | 0.04% | 116 |
|
|
2025
Q1 | $470K | Sell |
3,954
-8
| -0.2% | -$951 | 0.05% | 113 |
|
|
2024
Q4 | $424K | Sell |
3,962
-326
| -8% | -$34.9K | 0.04% | 115 |
|
|
2024
Q3 | $503K | Buy |
4,288
+312
| +8% | +$36.6K | 0.05% | 104 |
|
|
2024
Q2 | $458K | Sell |
3,976
-279
| -7% | -$32.1K | 0.05% | 101 |
|
|
2024
Q1 | $495K | Buy |
4,255
+1,652
| +63% | +$192K | 0.06% | 95 |
|
|
2023
Q4 | $260K | Sell |
2,603
-1,457
| -36% | -$146K | 0.03% | 111 |
|
|
2023
Q3 | $477K | Buy |
4,060
+92
| +2% | +$10.8K | 0.07% | 86 |
|
|
2023
Q2 | $426K | Sell |
3,968
-15
| -0.4% | -$1.61K | 0.06% | 90 |
|
|
2023
Q1 | $437K | Buy |
3,983
+406
| +11% | +$44.5K | 0.07% | 83 |
|
|
2022
Q4 | $395K | Hold |
3,577
| – | – | 0.06% | 92 |
|
|
2022
Q3 | $312K | Hold |
3,577
| – | – | 0.06% | 94 |
|
|
2022
Q2 | $306K | Hold |
3,577
| – | – | 0.06% | 87 |
|
|
2022
Q1 | $295K | Hold |
3,577
| – | – | 0.05% | 89 |
|
|
2021
Q4 | $219K | Hold |
3,577
| – | – | 0.03% | 108 |
|
|
2021
Q3 | $210K | Hold |
3,577
| – | – | 0.03% | 106 |
|
|
2021
Q2 | $226K | Buy |
+3,577
| New | +$226K | 0.04% | 107 |
|
|
2020
Q3 | – | Sell |
-4,579
| Closed | -$205K | – | 83 |
|
|
2020
Q2 | $205K | Buy |
+4,579
| New | +$205K | 0.05% | 74 |
|
|
2020
Q1 | – | Sell |
-4,425
| Closed | -$309K | – | 78 |
|
|
2019
Q4 | $309K | Hold |
4,425
| – | – | 0.06% | 58 |
|
|
2019
Q3 | $312K | Buy |
4,425
+84
| +2% | +$5.92K | 0.07% | 56 |
|
|
2019
Q2 | $333K | Sell |
4,341
-100
| -2% | -$7.67K | 0.07% | 53 |
|
|
2019
Q1 | $359K | Sell |
4,441
-600
| -12% | -$48.5K | 0.08% | 50 |
|
|
2018
Q4 | $344K | Buy |
5,041
+600
| +14% | +$40.9K | 0.1% | 46 |
|
|
2018
Q3 | $378K | Hold |
4,441
| – | – | 0.08% | 47 |
|
|
2018
Q2 | $367K | Sell |
4,441
-170
| -4% | -$14K | 0.09% | 47 |
|
|
2018
Q1 | $344K | Sell |
4,611
-775
| -14% | -$57.8K | 0.09% | 48 |
|
|
2017
Q4 | $450K | Buy |
5,386
+1,195
| +29% | +$99.8K | 0.11% | 45 |
|
|
2017
Q3 | $344K | Hold |
4,191
| – | – | 0.08% | 43 |
|
|
2017
Q2 | $338K | Hold |
4,191
| – | – | 0.09% | 44 |
|
|
2017
Q1 | $344K | Buy |
4,191
+227
| +6% | +$18.6K | 0.08% | 51 |
|
|
2016
Q4 | $358K | Hold |
3,964
| – | – | 0.09% | 48 |
|
|
2016
Q3 | $346K | Hold |
3,964
| – | – | 0.09% | 49 |
|
|
2016
Q2 | $372K | Hold |
3,964
| – | – | 0.1% | 47 |
|
|
2016
Q1 | $331K | Sell |
3,964
-99
| -2% | -$8.27K | 0.09% | 36 |
|
|
2015
Q4 | $317K | Sell |
4,063
-487
| -11% | -$38K | 0.07% | 40 |
|
|
2015
Q3 | $338K | Hold |
4,550
| – | – | 0.08% | 39 |
|
|
2015
Q2 | $379K | Hold |
4,550
| – | – | 0.08% | 35 |
|
|
2015
Q1 | $387K | Sell |
4,550
-3,872
| -46% | -$329K | 0.08% | 41 |
|
|
2014
Q4 | $779K | Hold |
8,422
| – | – | 0.16% | 33 |
|
|
2014
Q3 | $792K | Buy |
8,422
+2,128
| +34% | +$200K | 0.16% | 36 |
|
|
2014
Q2 | $634K | Buy |
6,294
+110
| +2% | +$11.1K | 0.14% | 31 |
|
|
2014
Q1 | $604K | Hold |
6,184
| – | – | 0.14% | 29 |
|
|
2013
Q4 | $626K | Buy |
6,184
+256
| +4% | +$25.9K | 0.15% | 33 |
|
|
2013
Q3 | $510K | Hold |
5,928
| – | – | 0.13% | 35 |
|
|
2013
Q2 | $536K | Buy |
+5,928
| New | +$536K | 0.14% | 34 |
|