Aspiriant LLC’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 | $2.76M | Sell |
25,610
-376
| -1% | -$40.5K | 0.09% | 87 |
|
|
2025
Q1 | $3.09M | Buy |
25,986
+1,872
| +8% | +$223K | 0.11% | 75 |
|
|
2024
Q4 | $2.59M | Sell |
24,114
-10
| -0% | -$1.08K | 0.09% | 84 |
|
|
2024
Q3 | $2.83M | Buy |
24,124
+1,497
| +7% | +$175K | 0.11% | 81 |
|
|
2024
Q2 | $2.6M | Sell |
22,627
-2,868
| -11% | -$330K | 0.11% | 82 |
|
|
2024
Q1 | $2.96M | Buy |
25,495
+827
| +3% | +$96.1K | 0.12% | 78 |
|
|
2023
Q4 | $2.47M | Sell |
24,668
-394
| -2% | -$39.4K | 0.11% | 82 |
|
|
2023
Q3 | $2.95M | Buy |
25,062
+531
| +2% | +$62.4K | 0.15% | 70 |
|
|
2023
Q2 | $2.63M | Sell |
24,531
-2,025
| -8% | -$217K | 0.13% | 76 |
|
|
2023
Q1 | $2.91M | Buy |
26,556
+247
| +0.9% | +$27.1K | 0.15% | 72 |
|
|
2022
Q4 | $2.9M | Buy |
26,309
+577
| +2% | +$63.6K | 0.15% | 69 |
|
|
2022
Q3 | $2.25M | Buy |
25,732
+283
| +1% | +$24.7K | 0.11% | 78 |
|
|
2022
Q2 | $2.18M | Sell |
25,449
-508
| -2% | -$43.5K | 0.11% | 78 |
|
|
2022
Q1 | $2.15M | Sell |
25,957
-1,466
| -5% | -$121K | 0.12% | 84 |
|
|
2021
Q4 | $1.68M | Buy |
27,423
+16,437
| +150% | +$1.01M | 0.09% | 97 |
|
|
2021
Q3 | $646K | Sell |
10,986
-222
| -2% | -$13.1K | 0.04% | 147 |
|
|
2021
Q2 | $707K | Buy |
11,208
+2,274
| +25% | +$143K | 0.04% | 139 |
|
|
2021
Q1 | $500K | Sell |
8,934
-388
| -4% | -$21.7K | 0.03% | 148 |
|
|
2020
Q4 | $383K | Sell |
9,322
-40,115
| -81% | -$1.65M | 0.03% | 158 |
|
|
2020
Q3 | $1.7M | Buy |
49,437
+36,041
| +269% | +$1.24M | 0.13% | 75 |
|
|
2020
Q2 | $599K | Sell |
13,396
-2,018
| -13% | -$90.2K | 0.06% | 120 |
|
|
2020
Q1 | $583K | Buy |
15,414
+667
| +5% | +$25.2K | 0.06% | 113 |
|
|
2019
Q4 | $1.03M | Sell |
14,747
-828
| -5% | -$57.8K | 0.1% | 94 |
|
|
2019
Q3 | $1.1M | Sell |
15,575
-1,787
| -10% | -$126K | 0.1% | 99 |
|
|
2019
Q2 | $1.33M | Sell |
17,362
-1,442
| -8% | -$111K | 0.11% | 91 |
|
|
2019
Q1 | $1.52M | Sell |
18,804
-2,785
| -13% | -$225K | 0.12% | 92 |
|
|
2018
Q4 | $1.47M | Sell |
21,589
-1,624
| -7% | -$111K | 0.11% | 93 |
|
|
2018
Q3 | $1.98M | Sell |
23,213
-24,342
| -51% | -$2.07M | 0.17% | 80 |
|
|
2018
Q2 | $3.93M | Buy |
47,555
+27,352
| +135% | +$2.26M | 0.34% | 52 |
|
|
2018
Q1 | $1.51M | Buy |
+20,203
| New | +$1.51M | 0.13% | 82 |
|
|
2017
Q4 | – | Sell |
-22,246
| Closed | -$1.82M | – | 193 |
|
|
2017
Q3 | $1.82M | Sell |
22,246
-3,419
| -13% | -$280K | 0.15% | 80 |
|
|
2017
Q2 | $2.07M | Buy |
25,665
+899
| +4% | +$72.6K | 0.18% | 77 |
|
|
2017
Q1 | $2.03M | Sell |
24,766
-7,101
| -22% | -$582K | 0.17% | 81 |
|
|
2016
Q4 | $2.88M | Buy |
31,867
+316
| +1% | +$28.5K | 0.26% | 55 |
|
|
2016
Q3 | $2.75M | Buy |
31,551
+2,068
| +7% | +$181K | 0.27% | 52 |
|
|
2016
Q2 | $2.53M | Sell |
29,483
-1,635
| -5% | -$140K | 0.24% | 69 |
|
|
2016
Q1 | $2.6M | Buy |
+31,118
| New | +$2.6M | 0.25% | 60 |
|
|
2015
Q4 | – | Sell |
-27,010
| Closed | -$2.2M | – | 106 |
|
|
2015
Q3 | $2.2M | Buy |
27,010
+5,632
| +26% | +$458K | 0.18% | 34 |
|
|
2015
Q2 | $1.78M | Buy |
21,378
+4,740
| +28% | +$394K | 0.17% | 30 |
|
|
2015
Q1 | $1.41M | Buy |
16,638
+11,153
| +203% | +$948K | 0.18% | 31 |
|
|
2014
Q4 | $507K | Sell |
5,485
-450
| -8% | -$41.6K | 0.07% | 61 |
|
|
2014
Q3 | $558K | Buy |
5,935
+134
| +2% | +$12.6K | 0.08% | 48 |
|
|
2014
Q2 | $584K | Sell |
5,801
-183
| -3% | -$18.4K | 0.08% | 58 |
|
|
2014
Q1 | $585K | Buy |
5,984
+1,015
| +20% | +$99.2K | 0.08% | 63 |
|
|
2013
Q4 | $503K | Sell |
4,969
-113
| -2% | -$11.4K | 0.08% | 55 |
|
|
2013
Q3 | $437K | Buy |
5,082
+1,228
| +32% | +$106K | 0.08% | 34 |
|
|
2013
Q2 | $348K | Buy |
+3,854
| New | +$348K | 0.05% | 50 |
|