Disciplined Growth Investors Exxon Mobil Corp transactions over time
XOM-OLD
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-OLD) since 2014 Q2. According to 2026 Q2 report, Fred Martin doesn't hold any shares. The fund/company first acquired XOM-OLD 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-OLD position?
Fred Martin no longer holds Exxon Mobil Corp (XOM-OLD). 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-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, acquiring 4,630 shares in their initial purchase.
What is Fred Martin's average cost basis for XOM-OLD?
Based on historical transaction data, Fred Martin's estimated cost basis for Exxon Mobil Corp (XOM-OLD) 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.