Disciplined Growth Investors Exxon Mobil Corp transactions over time
XOM
Exxon Mobil Corp historical holders
total: 22
Transactions details
- Total transactions:
- 2
- New positions:
- 1
- Sold out:
- 1
- Held since:
- 2014 Q2
- Held for:
- 1 quarter
- Latest activity:
- 2014 Q3
Fred Martin has been an institutional investor in Exxon Mobil Corp (XOM) since 2014 Q2. According to 2026 Q2 report, Fred Martin doesn't hold any shares. The fund/company first acquired XOM in 2014 Q2, initially purchasing 4,630 shares. Since the initial investment, Disciplined Growth Investors has made 1 more transaction in this position.
When did Fred Martin exit their XOM position?
Fred Martin no longer holds Exxon Mobil Corp (XOM). They sold off their entire position in 2014 Q3, closing out an investment that began in 2014 Q2.
When did Fred Martin first invest in XOM?
Fred Martin first invested in Exxon Mobil Corp (XOM) in 2014 Q2 at the reported quarter-end price of $100.65 per share, acquiring 4,630 shares in their initial purchase.
What is Fred Martin's average cost basis for XOM?
Based on historical transaction data, Fred Martin's estimated cost basis for Exxon Mobil Corp (XOM) is approximately $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
* 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.
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.