Advisory Research’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 | – | Sell |
-8,363
| Closed | -$995K | – | 155 |
|
|
2025
Q1 | $995K | Sell |
8,363
-423
| -5% | -$50.3K | 0.18% | 106 |
|
|
2024
Q4 | $945K | Buy |
8,786
+156
| +2% | +$16.8K | 0.16% | 112 |
|
|
2024
Q3 | $1.01M | Buy |
8,630
+1,124
| +15% | +$132K | 0.18% | 106 |
|
|
2024
Q2 | $864K | Sell |
7,506
-40
| -0.5% | -$4.61K | 0.16% | 112 |
|
|
2024
Q1 | $877K | Sell |
7,546
-25,476
| -77% | -$2.96M | 0.17% | 106 |
|
|
2023
Q4 | $3.3M | Buy |
33,022
+24,975
| +310% | +$2.5M | 0.51% | 47 |
|
|
2023
Q3 | $946K | Buy |
8,047
+384
| +5% | +$45.2K | 0.13% | 198 |
|
|
2023
Q2 | $822K | Buy |
+7,663
| New | +$822K | 0.11% | 228 |
|
|
2019
Q4 | – | Sell |
-182,714
| Closed | -$12.9M | – | 355 |
|
|
2019
Q3 | $12.9M | Sell |
182,714
-6,231
| -3% | -$440K | 0.62% | 63 |
|
|
2019
Q2 | $14.5M | Sell |
188,945
-37
| -0% | -$2.84K | 0.28% | 94 |
|
|
2019
Q1 | $15.3M | Buy |
188,982
+16,565
| +10% | +$1.34M | 0.3% | 89 |
|
|
2018
Q4 | $11.8M | Sell |
172,417
-8,481
| -5% | -$578K | 0.25% | 106 |
|
|
2018
Q3 | $15.4M | Sell |
180,898
-7,469
| -4% | -$635K | 0.25% | 100 |
|
|
2018
Q2 | $15.6M | Buy |
+188,367
| New | +$15.6M | 0.25% | 104 |
|
|
2017
Q4 | – | Sell |
-2,607
| Closed | -$214K | – | 445 |
|
|
2017
Q3 | $214K | Buy |
+2,607
| New | +$214K | ﹤0.01% | 418 |
|
|
2016
Q4 | – | Sell |
-2,728
| Closed | -$238K | – | 379 |
|
|
2016
Q3 | $238K | Buy |
2,728
+42
| +2% | +$3.66K | ﹤0.01% | 246 |
|
|
2016
Q2 | $252K | Sell |
2,686
-43
| -2% | -$4.03K | ﹤0.01% | 240 |
|
|
2016
Q1 | $228K | Sell |
2,729
-171
| -6% | -$14.3K | ﹤0.01% | 248 |
|
|
2015
Q4 | $226K | Sell |
2,900
-77
| -3% | -$6K | ﹤0.01% | 267 |
|
|
2015
Q3 | $221K | Sell |
2,977
-355
| -11% | -$26.4K | ﹤0.01% | 289 |
|
|
2015
Q2 | $277K | Sell |
3,332
-969
| -23% | -$80.6K | ﹤0.01% | 302 |
|
|
2015
Q1 | $366K | Buy |
4,301
+156
| +4% | +$13.3K | ﹤0.01% | 305 |
|
|
2014
Q4 | $383K | Buy |
4,145
+182
| +5% | +$16.8K | ﹤0.01% | 308 |
|
|
2014
Q3 | $373K | Buy |
3,963
+69
| +2% | +$6.49K | ﹤0.01% | 300 |
|
|
2014
Q2 | $392K | Sell |
3,894
-46
| -1% | -$4.63K | ﹤0.01% | 295 |
|
|
2014
Q1 | $385K | Buy |
3,940
+190
| +5% | +$18.6K | ﹤0.01% | 301 |
|
|
2013
Q4 | $380K | Sell |
3,750
-6,239
| -62% | -$632K | ﹤0.01% | 285 |
|
|
2013
Q3 | $860K | Buy |
9,989
+657
| +7% | +$56.6K | 0.01% | 250 |
|
|
2013
Q2 | $843K | Buy |
+9,332
| New | +$843K | 0.01% | 251 |
|