Beese Fulmer Investment Management’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 | $21.6M | Buy |
200,691
+4,960
| +3% | +$535K | 1.61% | 15 |
|
|
2025
Q1 | $23.3M | Buy |
195,731
+4,253
| +2% | +$506K | 2% | 9 |
|
|
2024
Q4 | $20.6M | Buy |
191,478
+921
| +0.5% | +$99.1K | 1.76% | 13 |
|
|
2024
Q3 | $22.3M | Buy |
190,557
+1,138
| +0.6% | +$133K | 1.92% | 10 |
|
|
2024
Q2 | $21.8M | Buy |
189,419
+23,676
| +14% | +$2.73M | 1.98% | 12 |
|
|
2024
Q1 | $19.3M | Buy |
165,743
+3,028
| +2% | +$352K | 1.81% | 13 |
|
|
2023
Q4 | $16.3M | Buy |
162,715
+420
| +0.3% | +$42K | 1.68% | 15 |
|
|
2023
Q3 | $19.1M | Sell |
162,295
-2,232
| -1% | -$262K | 2.15% | 7 |
|
|
2023
Q2 | $17.6M | Buy |
164,527
+346
| +0.2% | +$37.1K | 1.91% | 8 |
|
|
2023
Q1 | $18M | Buy |
164,181
+3,420
| +2% | +$375K | 2.05% | 6 |
|
|
2022
Q4 | $17.7M | Buy |
160,761
+3,554
| +2% | +$392K | 2.13% | 7 |
|
|
2022
Q3 | $13.7M | Buy |
157,207
+8,248
| +6% | +$720K | 1.85% | 11 |
|
|
2022
Q2 | $12.8M | Buy |
148,959
+3,015
| +2% | +$258K | 1.63% | 16 |
|
|
2022
Q1 | $12.1M | Sell |
145,944
-1,558
| -1% | -$129K | 1.31% | 23 |
|
|
2021
Q4 | $9.03M | Buy |
147,502
+4,302
| +3% | +$263K | 0.94% | 38 |
|
|
2021
Q3 | $8.42M | Sell |
143,200
-109
| -0.1% | -$6.41K | 0.95% | 38 |
|
|
2021
Q2 | $9.04M | Buy |
143,309
+1,429
| +1% | +$90.1K | 1.02% | 34 |
|
|
2021
Q1 | $7.92M | Buy |
141,880
+2,452
| +2% | +$137K | 0.95% | 37 |
|
|
2020
Q4 | $5.75M | Sell |
139,428
-4,631
| -3% | -$191K | 0.73% | 47 |
|
|
2020
Q3 | $4.95M | Sell |
144,059
-7,262
| -5% | -$249K | 0.7% | 50 |
|
|
2020
Q2 | $6.77M | Sell |
151,321
-6,242
| -4% | -$279K | 1% | 36 |
|
|
2020
Q1 | $5.98M | Sell |
157,563
-1,549
| -1% | -$58.8K | 1.06% | 30 |
|
|
2019
Q4 | $11.1M | Buy |
159,112
+3,819
| +2% | +$266K | 1.55% | 16 |
|
|
2019
Q3 | $11M | Buy |
155,293
+45,838
| +42% | +$3.24M | 1.65% | 14 |
|
|
2019
Q2 | $8.39M | Sell |
109,455
-1,751
| -2% | -$134K | 1.59% | 17 |
|
|
2019
Q1 | $8.99M | Sell |
111,206
-958
| -0.9% | -$77.4K | 1.77% | 12 |
|
|
2018
Q4 | $7.65M | Buy |
112,164
+745
| +0.7% | +$50.8K | 1.72% | 14 |
|
|
2018
Q3 | $9.47M | Buy |
111,419
+57
| +0.1% | +$4.85K | 1.86% | 9 |
|
|
2018
Q2 | $9.21M | Sell |
111,362
-136
| -0.1% | -$11.3K | 1.93% | 10 |
|
|
2018
Q1 | $8.32M | Sell |
111,498
-274
| -0.2% | -$20.4K | 1.82% | 10 |
|
|
2017
Q4 | $9.35M | Buy |
111,772
+466
| +0.4% | +$39K | 2% | 9 |
|
|
2017
Q3 | $9.13M | Buy |
111,306
+1,309
| +1% | +$107K | 2.08% | 9 |
|
|
2017
Q2 | $8.88M | Sell |
109,997
-192
| -0.2% | -$15.5K | 2.12% | 8 |
|
|
2017
Q1 | $9.04M | Buy |
110,189
+1,748
| +2% | +$143K | 2.2% | 8 |
|
|
2016
Q4 | $9.79M | Sell |
108,441
-1,965
| -2% | -$177K | 2.53% | 4 |
|
|
2016
Q3 | $9.64M | Buy |
110,406
+4,038
| +4% | +$352K | 2.6% | 4 |
|
|
2016
Q2 | $9.97M | Sell |
106,368
-1,022
| -1% | -$95.8K | 2.83% | 3 |
|
|
2016
Q1 | $8.94M | Buy |
107,390
+679
| +0.6% | +$56.5K | 2.61% | 5 |
|
|
2015
Q4 | $8.32M | Buy |
106,711
+1,764
| +2% | +$138K | 2.56% | 6 |
|
|
2015
Q3 | $7.8M | Buy |
104,947
+2,613
| +3% | +$194K | 2.57% | 7 |
|
|
2015
Q2 | $8.51M | Sell |
102,334
-495
| -0.5% | -$41.2K | 2.74% | 6 |
|
|
2015
Q1 | $8.74M | Sell |
102,829
-402
| -0.4% | -$34.2K | 2.92% | 5 |
|
|
2014
Q4 | $9.54M | Buy |
103,231
+812
| +0.8% | +$75.1K | 2.99% | 4 |
|
|
2014
Q3 | $9.63M | Sell |
102,419
-1,458
| -1% | -$137K | 3.13% | 3 |
|
|
2014
Q2 | $10.5M | Buy |
103,877
+1,697
| +2% | +$171K | 3.39% | 1 |
|
|
2014
Q1 | $9.98M | Buy |
102,180
+189
| +0.2% | +$18.5K | 3.47% | 2 |
|
|
2013
Q4 | $10.3M | Sell |
101,991
-748
| -0.7% | -$75.7K | 3.67% | 1 |
|
|
2013
Q3 | $8.84M | Buy |
102,739
+2,922
| +3% | +$251K | 3.47% | 1 |
|
|
2013
Q2 | $9.02M | Buy |
+99,817
| New | +$9.02M | 3.86% | 1 |
|