BFA
Beaumont Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
23,496
+317
| +1% | +$34.2K | 0.18% | 77 |
|
|
2025
Q1 | $2.76M | Buy |
23,179
+1,157
| +5% | +$138K | 0.22% | 75 |
|
|
2024
Q4 | $2.37M | Buy |
22,022
+67
| +0.3% | +$7.21K | 0.18% | 82 |
|
|
2024
Q3 | $2.57M | Sell |
21,955
-290
| -1% | -$34K | 0.2% | 73 |
|
|
2024
Q2 | $2.56M | Buy |
22,245
+809
| +4% | +$93.1K | 0.2% | 74 |
|
|
2024
Q1 | $2.49M | Buy |
21,436
+385
| +2% | +$44.8K | 0.21% | 72 |
|
|
2023
Q4 | $2.1M | Buy |
21,051
+668
| +3% | +$66.8K | 0.19% | 78 |
|
|
2023
Q3 | $2.4M | Sell |
20,383
-115
| -0.6% | -$13.5K | 0.24% | 64 |
|
|
2023
Q2 | $2.2M | Sell |
20,498
-125
| -0.6% | -$13.4K | 0.2% | 75 |
|
|
2023
Q1 | $2.26M | Buy |
20,623
+134
| +0.7% | +$14.7K | 0.23% | 58 |
|
|
2022
Q4 | $2.26M | Buy |
20,489
+108
| +0.5% | +$11.9K | 0.23% | 60 |
|
|
2022
Q3 | $1.78M | Buy |
20,381
+2,184
| +12% | +$191K | 0.17% | 83 |
|
|
2022
Q2 | $1.56M | Buy |
18,197
+1,714
| +10% | +$147K | 0.14% | 99 |
|
|
2022
Q1 | $1.36M | Buy |
16,483
+157
| +1% | +$13K | 0.1% | 133 |
|
|
2021
Q4 | $999K | Sell |
16,326
-65
| -0.4% | -$3.98K | 0.07% | 144 |
|
|
2021
Q3 | $964K | Sell |
16,391
-189
| -1% | -$11.1K | 0.07% | 141 |
|
|
2021
Q2 | $1.05M | Sell |
16,580
-47
| -0.3% | -$2.97K | 0.08% | 136 |
|
|
2021
Q1 | $928K | Sell |
16,627
-1,144
| -6% | -$63.9K | 0.08% | 145 |
|
|
2020
Q4 | $733K | Sell |
17,771
-13,130
| -42% | -$542K | 0.07% | 167 |
|
|
2020
Q3 | $1.06M | Sell |
30,901
-8,649
| -22% | -$297K | 0.1% | 138 |
|
|
2020
Q2 | $1.77M | Buy |
39,550
+6,232
| +19% | +$279K | 0.18% | 95 |
|
|
2020
Q1 | $1.27M | Sell |
33,318
-5,991
| -15% | -$227K | 0.16% | 94 |
|
|
2019
Q4 | $2.74M | Buy |
39,309
+1,381
| +4% | +$96.4K | 0.27% | 75 |
|
|
2019
Q3 | $2.68M | Sell |
37,928
-2,570
| -6% | -$181K | 0.27% | 80 |
|
|
2019
Q2 | $3.1M | Buy |
40,498
+1,818
| +5% | +$139K | 0.32% | 72 |
|
|
2019
Q1 | $3.13M | Sell |
38,680
-529
| -1% | -$42.7K | 0.33% | 68 |
|
|
2018
Q4 | $2.67M | Buy |
39,209
+266
| +0.7% | +$18.1K | 0.44% | 49 |
|
|
2018
Q3 | $3.31M | Buy |
38,943
+5,214
| +15% | +$443K | 0.33% | 70 |
|
|
2018
Q2 | $2.79M | Sell |
33,729
-455
| -1% | -$37.6K | 0.3% | 65 |
|
|
2018
Q1 | $2.55M | Buy |
34,184
+2,945
| +9% | +$220K | 0.28% | 70 |
|
|
2017
Q4 | $2.61M | Sell |
31,239
-564
| -2% | -$47.2K | 0.31% | 70 |
|
|
2017
Q3 | $2.61M | Buy |
31,803
+1,023
| +3% | +$83.9K | 0.33% | 69 |
|
|
2017
Q2 | $2.49M | Buy |
30,780
+1,441
| +5% | +$116K | 0.32% | 72 |
|
|
2017
Q1 | $2.41M | Buy |
29,339
+1,608
| +6% | +$132K | 0.33% | 78 |
|
|
2016
Q4 | $2.5M | Sell |
27,731
-2,803
| -9% | -$253K | 0.38% | 67 |
|
|
2016
Q3 | $2.67M | Sell |
30,534
-392
| -1% | -$34.2K | 0.42% | 79 |
|
|
2016
Q2 | $2.9M | Buy |
30,926
+4,198
| +16% | +$394K | 0.48% | 68 |
|
|
2016
Q1 | $2.27M | Sell |
26,728
-6,941
| -21% | -$590K | 0.37% | 71 |
|
|
2015
Q4 | $2.62M | Buy |
33,669
+8,209
| +32% | +$640K | 0.43% | 62 |
|
|
2015
Q3 | $2.12M | Hold |
25,460
| – | – | 0.31% | 75 |
|
|
2015
Q2 | $2.12M | Sell |
25,460
-1,268
| -5% | -$105K | 0.31% | 75 |
|
|
2015
Q1 | $2.27M | Buy |
26,728
+2,943
| +12% | +$250K | 0.08% | 85 |
|
|
2014
Q4 | $2.2M | Sell |
23,785
-3,199
| -12% | -$296K | 0.11% | 86 |
|
|
2014
Q3 | $2.54M | Sell |
26,984
-2,306
| -8% | -$217K | 0.17% | 90 |
|
|
2014
Q2 | $2.95M | Sell |
29,290
-2,136
| -7% | -$215K | 0.21% | 86 |
|
|
2014
Q1 | $3.07M | Sell |
31,426
-2,971
| -9% | -$290K | 0.25% | 73 |
|
|
2013
Q4 | $3.48M | Buy |
34,397
+1,498
| +5% | +$152K | 0.29% | 72 |
|
|
2013
Q3 | $2.83M | Buy |
32,899
+37
| +0.1% | +$3.18K | 0.25% | 79 |
|
|
2013
Q2 | $2.97M | Buy |
+32,862
| New | +$2.97M | 0.27% | 80 |
|