Appleton Partners’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 | $3.38M | Sell |
31,334
-1,544
| -5% | -$166K | 0.24% | 90 |
|
|
2025
Q1 | $3.91M | Buy |
32,878
+1,067
| +3% | +$127K | 0.3% | 80 |
|
|
2024
Q4 | $3.42M | Sell |
31,811
-2,183
| -6% | -$235K | 0.25% | 87 |
|
|
2024
Q3 | $3.99M | Sell |
33,994
-5,482
| -14% | -$643K | 0.29% | 85 |
|
|
2024
Q2 | $4.54M | Sell |
39,476
-3,556
| -8% | -$409K | 0.35% | 78 |
|
|
2024
Q1 | $5M | Sell |
43,032
-1,973
| -4% | -$229K | 0.39% | 77 |
|
|
2023
Q4 | $4.5M | Sell |
45,005
-1,713
| -4% | -$171K | 0.36% | 78 |
|
|
2023
Q3 | $5.49M | Sell |
46,718
-1,809
| -4% | -$213K | 0.49% | 65 |
|
|
2023
Q2 | $5.21M | Sell |
48,527
-2,437
| -5% | -$261K | 0.44% | 65 |
|
|
2023
Q1 | $5.59M | Buy |
50,964
+3,220
| +7% | +$353K | 0.5% | 58 |
|
|
2022
Q4 | $5.27M | Sell |
47,744
-2,562
| -5% | -$283K | 0.5% | 60 |
|
|
2022
Q3 | $4.39M | Buy |
50,306
+154
| +0.3% | +$13.4K | 0.44% | 67 |
|
|
2022
Q2 | $4.3M | Buy |
50,152
+3,794
| +8% | +$325K | 0.41% | 67 |
|
|
2022
Q1 | $3.83M | Sell |
46,358
-313
| -0.7% | -$25.9K | 0.31% | 85 |
|
|
2021
Q4 | $2.86M | Sell |
46,671
-1,778
| -4% | -$109K | 0.22% | 97 |
|
|
2021
Q3 | $2.85M | Sell |
48,449
-1,908
| -4% | -$112K | 0.24% | 99 |
|
|
2021
Q2 | $3.18M | Buy |
50,357
+1,228
| +2% | +$77.5K | 0.27% | 93 |
|
|
2021
Q1 | $2.74M | Sell |
49,129
-1,281
| -3% | -$71.5K | 0.26% | 95 |
|
|
2020
Q4 | $2.08M | Sell |
50,410
-2,164
| -4% | -$89.2K | 0.2% | 102 |
|
|
2020
Q3 | $1.81M | Sell |
52,574
-1,888
| -3% | -$64.8K | 0.2% | 103 |
|
|
2020
Q2 | $2.44M | Sell |
54,462
-1,756
| -3% | -$78.5K | 0.29% | 83 |
|
|
2020
Q1 | $2.14M | Sell |
56,218
-3,112
| -5% | -$118K | 0.3% | 82 |
|
|
2019
Q4 | $4.14M | Sell |
59,330
-3,298
| -5% | -$230K | 0.45% | 57 |
|
|
2019
Q3 | $4.42M | Sell |
62,628
-595
| -0.9% | -$42K | 0.53% | 49 |
|
|
2019
Q2 | $4.85M | Sell |
63,223
-664
| -1% | -$50.9K | 0.6% | 44 |
|
|
2019
Q1 | $5.16M | Buy |
63,887
+1,309
| +2% | +$106K | 0.68% | 42 |
|
|
2018
Q4 | $4.27M | Sell |
62,578
-1,298
| -2% | -$88.5K | 0.64% | 47 |
|
|
2018
Q3 | $5.43M | Sell |
63,876
-1,824
| -3% | -$155K | 0.72% | 42 |
|
|
2018
Q2 | $5.44M | Sell |
65,700
-564
| -0.9% | -$46.7K | 0.78% | 41 |
|
|
2018
Q1 | $4.94M | Sell |
66,264
-967
| -1% | -$72.1K | 0.75% | 43 |
|
|
2017
Q4 | $5.62M | Sell |
67,231
-576
| -0.8% | -$48.2K | 0.87% | 33 |
|
|
2017
Q3 | $5.56M | Buy |
67,807
+301
| +0.4% | +$24.7K | 0.94% | 30 |
|
|
2017
Q2 | $5.45M | Sell |
67,506
-985
| -1% | -$79.5K | 0.92% | 32 |
|
|
2017
Q1 | $5.62M | Sell |
68,491
-2,595
| -4% | -$213K | 1.03% | 28 |
|
|
2016
Q4 | $6.42M | Sell |
71,086
-1,327
| -2% | -$120K | 1.3% | 22 |
|
|
2016
Q3 | $6.32M | Sell |
72,413
-1,601
| -2% | -$140K | 1.19% | 28 |
|
|
2016
Q2 | $6.94M | Buy |
74,014
+2,417
| +3% | +$227K | 1.42% | 23 |
|
|
2016
Q1 | $5.99M | Sell |
71,597
-9,202
| -11% | -$769K | 1.18% | 30 |
|
|
2015
Q4 | $6.3M | Buy |
80,799
+5,743
| +8% | +$448K | 1.24% | 29 |
|
|
2015
Q3 | $5.58M | Buy |
75,056
+2,128
| +3% | +$158K | 1.27% | 27 |
|
|
2015
Q2 | $6.07M | Buy |
72,928
+357
| +0.5% | +$29.7K | 1.36% | 26 |
|
|
2015
Q1 | $6.17M | Sell |
72,571
-2,260
| -3% | -$192K | 1.39% | 27 |
|
|
2014
Q4 | $6.92M | Sell |
74,831
-747
| -1% | -$69.1K | 1.58% | 22 |
|
|
2014
Q3 | $7.11M | Buy |
75,578
+1,022
| +1% | +$96.1K | 1.66% | 16 |
|
|
2014
Q2 | $7.51M | Sell |
74,556
-1,737
| -2% | -$175K | 1.76% | 14 |
|
|
2014
Q1 | $7.45M | Sell |
76,293
-2,989
| -4% | -$292K | 1.76% | 14 |
|
|
2013
Q4 | $8.02M | Sell |
79,282
-4,749
| -6% | -$481K | 1.92% | 12 |
|
|
2013
Q3 | $7.23M | Sell |
84,031
-37,531
| -31% | -$3.23M | 1.94% | 13 |
|
|
2013
Q2 | $11M | Buy |
+121,562
| New | +$11M | 3.17% | 3 |
|