Bedell Frazier Investment Counselling’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 | $8.43M | Buy |
78,203
+1,863
| +2% | +$201K | 2.12% | 17 |
|
|
2025
Q1 | $9.08M | Sell |
76,340
-1,986
| -3% | -$236K | 2.31% | 13 |
|
|
2024
Q4 | $8.43M | Buy |
78,326
+3,367
| +4% | +$362K | 2.09% | 14 |
|
|
2024
Q3 | $8.79M | Sell |
74,959
-344
| -0.5% | -$40.3K | 2.1% | 14 |
|
|
2024
Q2 | $8.67M | Buy |
75,303
+6,709
| +10% | +$772K | 2.09% | 11 |
|
|
2024
Q1 | $7.97M | Buy |
68,594
+750
| +1% | +$87.2K | 1.99% | 13 |
|
|
2023
Q4 | $6.78M | Buy |
67,844
+15,790
| +30% | +$1.58M | 1.87% | 18 |
|
|
2023
Q3 | $6.12M | Buy |
52,054
+1,910
| +4% | +$225K | 1.83% | 21 |
|
|
2023
Q2 | $5.38M | Sell |
50,144
-55
| -0.1% | -$5.9K | 1.57% | 24 |
|
|
2023
Q1 | $5.5M | Sell |
50,199
-1,438
| -3% | -$158K | 1.61% | 20 |
|
|
2022
Q4 | $5.7M | Sell |
51,637
-2,153
| -4% | -$237K | 1.49% | 23 |
|
|
2022
Q3 | $4.7M | Sell |
53,790
-967
| -2% | -$84.4K | 1.32% | 25 |
|
|
2022
Q2 | $4.69M | Sell |
54,757
-32,105
| -37% | -$2.75M | 1.44% | 29 |
|
|
2022
Q1 | $7.17M | Sell |
86,862
-34,855
| -29% | -$2.88M | 1.81% | 22 |
|
|
2021
Q4 | $7.45M | Sell |
121,717
-8,449
| -6% | -$517K | 1.81% | 18 |
|
|
2021
Q3 | $7.66M | Buy |
130,166
+12,319
| +10% | +$725K | 2.1% | 15 |
|
|
2021
Q2 | $7.43M | Buy |
117,847
+2,150
| +2% | +$136K | 1.88% | 20 |
|
|
2021
Q1 | $6.46M | Buy |
115,697
+1,855
| +2% | +$104K | 1.83% | 24 |
|
|
2020
Q4 | $4.69M | Sell |
113,842
-3,598
| -3% | -$148K | 1.44% | 28 |
|
|
2020
Q3 | $4.03M | Buy |
117,440
+1,014
| +0.9% | +$34.8K | 1.44% | 27 |
|
|
2020
Q2 | $5.21M | Sell |
116,426
-2,250
| -2% | -$101K | 2.1% | 17 |
|
|
2020
Q1 | $4.51M | Buy |
118,676
+20,986
| +21% | +$797K | 2.11% | 21 |
|
|
2019
Q4 | $6.9M | Hold |
97,690
| – | – | 2.76% | 13 |
|
|
2019
Q3 | $6.9M | Sell |
97,690
-1,375
| -1% | -$97.1K | 2.69% | 13 |
|
|
2019
Q2 | $7.59M | Buy |
99,065
+1,039
| +1% | +$79.6K | 2.76% | 15 |
|
|
2019
Q1 | $7.92M | Buy |
98,026
+2,379
| +2% | +$192K | 3.13% | 12 |
|
|
2018
Q4 | $6.52M | Sell |
95,647
-10,410
| -10% | -$710K | 2.77% | 15 |
|
|
2018
Q3 | $9.02M | Buy |
106,057
+68
| +0.1% | +$5.78K | 2.5% | 12 |
|
|
2018
Q2 | $8.77M | Buy |
105,989
+29,109
| +38% | +$2.41M | 2.57% | 15 |
|
|
2018
Q1 | $5.74M | Buy |
76,880
+590
| +0.8% | +$44K | 2.03% | 26 |
|
|
2017
Q4 | $6.38M | Buy |
76,290
+2,870
| +4% | +$240K | 2.38% | 24 |
|
|
2017
Q3 | $6.02M | Buy |
73,420
+2,782
| +4% | +$228K | 2.77% | 20 |
|
|
2017
Q2 | $5.7M | Buy |
70,638
+930
| +1% | +$75.1K | 2.08% | 26 |
|
|
2017
Q1 | $5.72M | Buy |
69,708
+18,322
| +36% | +$1.5M | 2.17% | 26 |
|
|
2016
Q4 | $4.64M | Sell |
51,386
-474
| -0.9% | -$42.8K | 1.82% | 31 |
|
|
2016
Q3 | $4.53M | Buy |
51,860
+1,357
| +3% | +$118K | 1.88% | 26 |
|
|
2016
Q2 | $4.59M | Sell |
50,503
-12,610
| -20% | -$1.15M | 2.27% | 22 |
|
|
2016
Q1 | $5.28M | Sell |
63,113
-933
| -1% | -$78K | 2.72% | 19 |
|
|
2015
Q4 | $4.99M | Buy |
64,046
+5,843
| +10% | +$455K | 2.48% | 21 |
|
|
2015
Q3 | $4.33M | Buy |
58,203
+9,078
| +18% | +$675K | 2.5% | 21 |
|
|
2015
Q2 | $4.09M | Buy |
49,125
+1,462
| +3% | +$122K | 1.62% | 30 |
|
|
2015
Q1 | $4.05M | Buy |
47,663
+1,869
| +4% | +$159K | 1.68% | 26 |
|
|
2014
Q4 | $4.23M | Sell |
45,794
-2,098
| -4% | -$194K | 2.07% | 21 |
|
|
2014
Q3 | $4.5M | Buy |
47,892
+718
| +2% | +$67.5K | 2.1% | 23 |
|
|
2014
Q2 | $4.75M | Sell |
47,174
-14,158
| -23% | -$1.43M | 2.4% | 16 |
|
|
2014
Q1 | $5.99M | Sell |
61,332
-2,580
| -4% | -$252K | 3.36% | 4 |
|
|
2013
Q4 | $6.47M | Buy |
63,912
+570
| +0.9% | +$57.7K | 3.04% | 6 |
|
|
2013
Q3 | $5.45M | Sell |
63,342
-1,202
| -2% | -$103K | 2.62% | 9 |
|
|
2013
Q2 | $5.8M | Buy |
+64,544
| New | +$5.8M | 2.88% | 8 |
|