AA
Apriem Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Sell |
140,299
-1,287
| -0.9% | -$139K | 1.61% | 15 |
|
|
2025
Q1 | $16.8M | Buy |
141,586
+4,485
| +3% | +$533K | 1.97% | 13 |
|
|
2024
Q4 | $14.7M | Buy |
137,101
+1,668
| +1% | +$179K | 1.69% | 15 |
|
|
2024
Q3 | $15.9M | Buy |
135,433
+8,607
| +7% | +$1.01M | 1.85% | 15 |
|
|
2024
Q2 | $14.6M | Buy |
126,826
+16,036
| +14% | +$1.85M | 1.79% | 15 |
|
|
2024
Q1 | $12.9M | Sell |
110,790
-2,449
| -2% | -$285K | 1.62% | 17 |
|
|
2023
Q4 | $11.3M | Sell |
113,239
-1,529
| -1% | -$153K | 1.51% | 20 |
|
|
2023
Q3 | $13.5M | Sell |
114,768
-110
| -0.1% | -$12.9K | 1.98% | 13 |
|
|
2023
Q2 | $12.3M | Buy |
114,878
+8,158
| +8% | +$875K | 1.85% | 17 |
|
|
2023
Q1 | $11.7M | Sell |
106,720
-1,943
| -2% | -$213K | 1.87% | 15 |
|
|
2022
Q4 | $12M | Buy |
108,663
+47
| +0% | +$5.18K | 2.08% | 15 |
|
|
2022
Q3 | $9.48M | Sell |
108,616
-691
| -0.6% | -$60.3K | 1.71% | 21 |
|
|
2022
Q2 | $9.36M | Buy |
109,307
+2,471
| +2% | +$212K | 1.61% | 22 |
|
|
2022
Q1 | $8.82M | Buy |
106,836
+2,022
| +2% | +$167K | 1.29% | 23 |
|
|
2021
Q4 | $6.41M | Buy |
104,814
+10,137
| +11% | +$620K | 0.91% | 27 |
|
|
2021
Q3 | $5.57M | Buy |
94,677
+2,523
| +3% | +$148K | 0.8% | 27 |
|
|
2021
Q2 | $5.81M | Sell |
92,154
-1,313
| -1% | -$82.8K | 0.87% | 28 |
|
|
2021
Q1 | $5.22M | Sell |
93,467
-2,660
| -3% | -$149K | 0.81% | 28 |
|
|
2020
Q4 | $3.96M | Sell |
96,127
-5,609
| -6% | -$231K | 0.71% | 28 |
|
|
2020
Q3 | $3.49M | Sell |
101,736
-7,166
| -7% | -$246K | 0.64% | 28 |
|
|
2020
Q2 | $4.87M | Buy |
108,902
+1,563
| +1% | +$69.9K | 1% | 28 |
|
|
2020
Q1 | $4.08M | Sell |
107,339
-14,476
| -12% | -$550K | 0.99% | 27 |
|
|
2019
Q4 | $8.5M | Sell |
121,815
-77,755
| -39% | -$5.43M | 1.63% | 16 |
|
|
2019
Q3 | $14.1M | Buy |
199,570
+6,211
| +3% | +$439K | 3.12% | 5 |
|
|
2019
Q2 | $14.8M | Buy |
193,359
+2,557
| +1% | +$196K | 4.64% | 2 |
|
|
2019
Q1 | $15.4M | Buy |
190,802
+11,410
| +6% | +$922K | 4.08% | 3 |
|
|
2018
Q4 | $12.2M | Buy |
179,392
+11,865
| +7% | +$809K | 4.3% | 3 |
|
|
2018
Q3 | $14.2M | Sell |
167,527
-3,802
| -2% | -$323K | 3.12% | 7 |
|
|
2018
Q2 | $14.2M | Sell |
171,329
-430
| -0.3% | -$35.6K | 3.18% | 6 |
|
|
2018
Q1 | $12.8M | Buy |
171,759
+13,762
| +9% | +$1.03M | 3.13% | 5 |
|
|
2017
Q4 | $13.2M | Sell |
157,997
-7,925
| -5% | -$663K | 3.28% | 6 |
|
|
2017
Q3 | $13.6M | Buy |
165,922
+9,154
| +6% | +$750K | 3.38% | 5 |
|
|
2017
Q2 | $12.7M | Buy |
156,768
+336
| +0.2% | +$27.1K | 3.35% | 5 |
|
|
2017
Q1 | $12.8M | Buy |
156,432
+14,903
| +11% | +$1.22M | 3.48% | 5 |
|
|
2016
Q4 | $12.8M | Sell |
141,529
-12,156
| -8% | -$1.1M | 3.79% | 5 |
|
|
2016
Q3 | $13.4M | Buy |
153,685
+47,221
| +44% | +$4.12M | 4% | 5 |
|
|
2016
Q2 | $9.98M | Sell |
106,464
-7,269
| -6% | -$681K | 3.24% | 9 |
|
|
2016
Q1 | $9.51M | Buy |
113,733
+14,401
| +14% | +$1.2M | 3.74% | 5 |
|
|
2015
Q4 | $7.74M | Buy |
99,332
+6,968
| +8% | +$543K | 2.76% | 7 |
|
|
2015
Q3 | $6.87M | Sell |
92,364
-4,257
| -4% | -$316K | 2.54% | 5 |
|
|
2015
Q2 | $8.04M | Buy |
96,621
+1,863
| +2% | +$155K | 2.76% | 7 |
|
|
2015
Q1 | $8.05M | Buy |
94,758
+3,593
| +4% | +$305K | 2.79% | 7 |
|
|
2014
Q4 | $8.43M | Buy |
91,165
+702
| +0.8% | +$64.9K | 3.1% | 4 |
|
|
2014
Q3 | $8.51M | Buy |
90,463
+23,698
| +35% | +$2.23M | 3.25% | 4 |
|
|
2014
Q2 | $6.72M | Sell |
66,765
-72,062
| -52% | -$7.26M | 2.57% | 5 |
|
|
2014
Q1 | $13.6M | Buy |
138,827
+17,621
| +15% | +$1.72M | 5.13% | 1 |
|
|
2013
Q4 | $12.3M | Sell |
121,206
-4,405
| -4% | -$446K | 4.81% | 1 |
|
|
2013
Q3 | $10.8M | Buy |
125,611
+1,910
| +2% | +$164K | 4.69% | 1 |
|
|
2013
Q2 | $11.2M | Buy |
+123,701
| New | +$11.2M | 5.48% | 1 |
|