Bartlett & Co Wealth Management’s Exxon Mobil XOM Stock Holding History

Bartlett & Co Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.3M	Sell	104,542 -141	-0.1%	-$15.2K	0.16%	98
2025 Q1	$12.4M	Sell	104,683 -3,516	-3%	-$418K	0.18%	91
2024 Q4	$11.6M	Sell	108,199 -1,455	-1%	-$157K	0.17%	92
2024 Q3	$12.9M	Sell	109,654 -10,033	-8%	-$1.18M	0.18%	90
2024 Q2	$13.8M	Sell	119,687 -3,101	-3%	-$357K	0.21%	83
2024 Q1	$14.3M	Sell	122,788 -10,551	-8%	-$1.23M	0.22%	84
2023 Q4	$13.4M	Buy	133,339 +101	+0.1%	+$10.1K	0.22%	83
2023 Q3	$15.7M	Sell	133,238 -1,081	-0.8%	-$127K	0.28%	72
2023 Q2	$14.4M	Buy	134,319 +9,359	+7%	+$1M	0.25%	81
2023 Q1	$13.7M	Sell	124,960 -6,400	-5%	-$702K	0.26%	79
2022 Q4	$14.5M	Sell	131,360 -1,090	-0.8%	-$120K	0.29%	75
2022 Q3	$11.6M	Buy	132,450 +1,708	+1%	+$149K	0.25%	83
2022 Q2	$11.2M	Sell	130,742 -11,802	-8%	-$1.01M	0.23%	85
2022 Q1	$11.8M	Sell	142,544 -2,911	-2%	-$240K	0.21%	92
2021 Q4	$8.9M	Sell	145,455 -1,160	-0.8%	-$71K	0.15%	106
2021 Q3	$8.62M	Sell	146,615 -8,581	-6%	-$505K	0.16%	101
2021 Q2	$9.79M	Sell	155,196 -2,932	-2%	-$185K	0.19%	94
2021 Q1	$8.83M	Sell	158,128 -40,347	-20%	-$2.25M	0.18%	101
2020 Q4	$8.18M	Sell	198,475 -11,979	-6%	-$494K	0.17%	101
2020 Q3	$7.22M	Sell	210,454 -57,453	-21%	-$1.97M	0.17%	104
2020 Q2	$12M	Sell	267,907 -67,569	-20%	-$3.02M	0.31%	75
2020 Q1	$12.7M	Sell	335,476 -119,447	-26%	-$4.54M	0.39%	68
2019 Q4	$31.7M	Sell	454,923 -13,371	-3%	-$933K	0.77%	43
2019 Q3	$33.1M	Buy	468,294 +135,327	+41%	+$9.56M	0.87%	38
2019 Q2	$25.5M	Sell	332,967 -6,958	-2%	-$533K	0.95%	39
2019 Q1	$27.5M	Sell	339,925 -17,542	-5%	-$1.42M	1.05%	35
2018 Q4	$24.4M	Sell	357,467 -23,918	-6%	-$1.63M	1.04%	36
2018 Q3	$32.4M	Sell	381,385 -9,145	-2%	-$778K	1.22%	28
2018 Q2	$32.3M	Sell	390,530 -110,880	-22%	-$9.17M	1.31%	24
2018 Q1	$37.4M	Buy	+501,410	New	+$37.4M	1.54%	19