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Fred Martin

Disciplined Growth Investors

Fred Martin Exxon Mobil Corp stake

total: 241

Disciplined Growth Investors XOM-OLD trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2014 Q2
Held for:
1 quarter
Latest activity:
2014 Q3
According to 2026 Q2 report, Fred Martin doesn't hold any Exxon Mobil Corp (XOM-OLD) shares. To date, the estimated cost basis is nearly $100.65 for "buy" trades and estimated average "sell" price is $100.65. Disciplined Growth Investors first purchased XOM-OLD in 2014 Q2, initially acquiring 4,630 shares. Since the initial investment in Exxon Mobil Corp (XOM-OLD), Disciplined Growth Investors has made 1 more transaction.

When did Fred Martin sell Exxon Mobil Corp (XOM-OLD)?

Fred Martin sold off the entire Exxon Mobil Corp (XOM-OLD) position in 2014 Q3.

When did Fred Martin buy Exxon Mobil Corp (XOM-OLD)?

Fred Martin first invested in Exxon Mobil Corp (XOM-OLD) in 2014 Q2 at the reported quarter-end price of $100.65 per share.

What's the cost basis of Disciplined Growth Investors's XOM-OLD stake?

The estimated cost basis for Exxon Mobil Corp (XOM-OLD) stake is around $100.65 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$100.65
Weighted AVG sell price:
$100.65

Fred Martin's historical trades in Exxon Mobil Corp

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2014 Q3
0.00%
$100.65
-100% (-4,630)
2014 Q2
0.01%
$100.65
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.