Anchor Capital Advisors’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 | $1.11M | Sell |
10,313
-244
| -2% | -$26.3K | 0.03% | 170 |
|
2025
Q1 | $1.26M | Buy |
10,557
+57
| +0.5% | +$6.78K | 0.04% | 160 |
|
2024
Q4 | $1.13M | Buy |
10,500
+348
| +3% | +$37.4K | 0.03% | 176 |
|
2024
Q3 | $1.19M | Buy |
10,152
+596
| +6% | +$69.9K | 0.03% | 170 |
|
2024
Q2 | $1.1M | Buy |
+9,556
| New | +$1.1M | 0.03% | 170 |
|
2023
Q4 | – | Sell |
-2,285
| Closed | -$269K | – | 265 |
|
2023
Q3 | $269K | Hold |
2,285
| – | – | 0.01% | 241 |
|
2023
Q2 | $245K | Sell |
2,285
-202
| -8% | -$21.7K | 0.01% | 252 |
|
2023
Q1 | $273K | Hold |
2,487
| – | – | 0.01% | 244 |
|
2022
Q4 | $274K | Hold |
2,487
| – | – | 0.01% | 244 |
|
2022
Q3 | $217K | Hold |
2,487
| – | – | 0.01% | 256 |
|
2022
Q2 | $213K | Sell |
2,487
-265
| -10% | -$22.7K | 0.01% | 263 |
|
2022
Q1 | $227K | Buy |
+2,752
| New | +$227K | ﹤0.01% | 266 |
|
2021
Q1 | – | Sell |
-6,153
| Closed | -$254K | – | 270 |
|
2020
Q4 | $254K | Sell |
6,153
-760
| -11% | -$31.4K | 0.01% | 242 |
|
2020
Q3 | $237K | Sell |
6,913
-390
| -5% | -$13.4K | 0.01% | 241 |
|
2020
Q2 | $327K | Sell |
7,303
-150
| -2% | -$6.72K | 0.01% | 224 |
|
2020
Q1 | $283K | Sell |
7,453
-405
| -5% | -$15.4K | 0.01% | 220 |
|
2019
Q4 | $548K | Sell |
7,858
-1,732
| -18% | -$121K | 0.01% | 201 |
|
2019
Q3 | $677K | Buy |
9,590
+442
| +5% | +$31.2K | 0.02% | 185 |
|
2019
Q2 | $701K | Sell |
9,148
-4,918
| -35% | -$377K | 0.03% | 177 |
|
2019
Q1 | $1.14K | Sell |
14,066
-50
| -0.4% | -$4 | 0.02% | 149 |
|
2018
Q4 | $963K | Buy |
14,116
+37
| +0.3% | +$2.52K | 0.04% | 175 |
|
2018
Q3 | $1.2M | Sell |
14,079
-150
| -1% | -$12.8K | 0.04% | 168 |
|
2018
Q2 | $1.18M | Buy |
14,229
+3,166
| +29% | +$262K | 0.04% | 171 |
|
2018
Q1 | $825K | Buy |
11,063
+215
| +2% | +$16K | 0.03% | 217 |
|
2017
Q4 | $907K | Sell |
10,848
-45
| -0.4% | -$3.76K | 0.03% | 184 |
|
2017
Q3 | $893K | Sell |
10,893
-395
| -3% | -$32.4K | 0.03% | 176 |
|
2017
Q2 | $911K | Buy |
11,288
+275
| +2% | +$22.2K | 0.03% | 174 |
|
2017
Q1 | $903K | Sell |
11,013
-4,431
| -29% | -$363K | 0.03% | 173 |
|
2016
Q4 | $1.39M | Sell |
15,444
-21,394
| -58% | -$1.93M | 0.05% | 153 |
|
2016
Q3 | $3.22M | Buy |
36,838
+17,600
| +91% | +$1.54M | 0.11% | 108 |
|
2016
Q2 | $1.8M | Hold |
19,238
| – | – | 0.05% | 130 |
|
2016
Q1 | $1.61M | Buy |
19,238
+20
| +0.1% | +$1.67K | 0.04% | 146 |
|
2015
Q4 | $1.5M | Sell |
19,218
-973
| -5% | -$75.8K | 0.04% | 161 |
|
2015
Q3 | $1.5M | Sell |
20,191
-375
| -2% | -$27.9K | 0.04% | 150 |
|
2015
Q2 | $1.71M | Sell |
20,566
-3,381
| -14% | -$281K | 0.04% | 155 |
|
2015
Q1 | $2.04M | Buy |
23,947
+241
| +1% | +$20.5K | 0.04% | 153 |
|
2014
Q4 | $2.19M | Sell |
23,706
-183
| -0.8% | -$16.9K | 0.04% | 155 |
|
2014
Q3 | $2.25M | Sell |
23,889
-7,013
| -23% | -$660K | 0.05% | 154 |
|
2014
Q2 | $3.11M | Sell |
30,902
-364
| -1% | -$36.6K | 0.06% | 139 |
|
2014
Q1 | $3.05M | Buy |
31,266
+282
| +0.9% | +$27.5K | 0.06% | 148 |
|
2013
Q4 | $3.14M | Sell |
30,984
-299
| -1% | -$30.3K | 0.06% | 143 |
|
2013
Q3 | $2.69M | Buy |
31,283
+977
| +3% | +$84.1K | 0.06% | 146 |
|
2013
Q2 | $2.74M | Buy |
+30,306
| New | +$2.74M | 0.06% | 139 |
|