BIA
Bigelow Investment Advisors’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.52M | Sell |
14,124
-34
| -0.2% | -$3.67K | 0.67% | 43 |
|
2025
Q1 | $1.68M | Buy |
14,158
+431
| +3% | +$51.3K | 0.8% | 35 |
|
2024
Q4 | $1.48M | Buy |
13,727
+130
| +1% | +$14K | 0.69% | 41 |
|
2024
Q3 | $1.59M | Buy |
13,597
+54
| +0.4% | +$6.33K | 0.71% | 36 |
|
2024
Q2 | $1.56M | Buy |
13,543
+86
| +0.6% | +$9.9K | 0.74% | 36 |
|
2024
Q1 | $1.56M | Buy |
13,457
+346
| +3% | +$40.2K | 0.77% | 34 |
|
2023
Q4 | $1.31M | Sell |
13,111
-230
| -2% | -$23K | 0.71% | 40 |
|
2023
Q3 | $1.57M | Buy |
13,341
+107
| +0.8% | +$12.6K | 0.9% | 29 |
|
2023
Q2 | $1.42M | Buy |
13,234
+180
| +1% | +$19.3K | 0.78% | 39 |
|
2023
Q1 | $1.43M | Buy |
13,054
+161
| +1% | +$17.7K | 0.82% | 35 |
|
2022
Q4 | $1.42M | Sell |
12,893
-268
| -2% | -$29.6K | 0.83% | 34 |
|
2022
Q3 | $1.15M | Buy |
13,161
+974
| +8% | +$85K | 0.69% | 45 |
|
2022
Q2 | $1.04M | Buy |
12,187
+963
| +9% | +$82.5K | 0.57% | 55 |
|
2022
Q1 | $927K | Buy |
11,224
+80
| +0.7% | +$6.61K | 0.43% | 59 |
|
2021
Q4 | $682K | Sell |
11,144
-41
| -0.4% | -$2.51K | 0.31% | 80 |
|
2021
Q3 | $658K | Sell |
11,185
-492
| -4% | -$28.9K | 0.32% | 76 |
|
2021
Q2 | $737K | Hold |
11,677
| – | – | 0.36% | 74 |
|
2021
Q1 | $652K | Sell |
11,677
-363
| -3% | -$20.3K | 0.33% | 81 |
|
2020
Q4 | $496K | Sell |
12,040
-1,447
| -11% | -$59.6K | 0.26% | 92 |
|
2020
Q3 | $463K | Sell |
13,487
-2,178
| -14% | -$74.8K | 0.27% | 93 |
|
2020
Q2 | $701K | Sell |
15,665
-8,688
| -36% | -$389K | 0.45% | 60 |
|
2020
Q1 | $925K | Sell |
24,353
-3,467
| -12% | -$132K | 0.69% | 37 |
|
2019
Q4 | $1.94M | Sell |
27,820
-780
| -3% | -$54.4K | 1.14% | 20 |
|
2019
Q3 | $2.02M | Buy |
28,600
+7,495
| +36% | +$529K | 1.28% | 17 |
|
2019
Q2 | $1.62M | Sell |
21,105
-244
| -1% | -$18.7K | 1.08% | 21 |
|
2019
Q1 | $1.73M | Sell |
21,349
-3,603
| -14% | -$291K | 1.2% | 19 |
|
2018
Q4 | $1.7M | Hold |
24,952
| – | – | 1.27% | 17 |
|
2018
Q3 | $2.12M | Sell |
24,952
-4,939
| -17% | -$420K | 1.43% | 14 |
|
2018
Q2 | $2.47M | Sell |
29,891
-266
| -0.9% | -$22K | 1.69% | 11 |
|
2018
Q1 | $2.25M | Buy |
30,157
+20,601
| +216% | +$1.54M | 1.53% | 14 |
|
2017
Q4 | $799K | Buy |
+9,556
| New | +$799K | 0.8% | 30 |
|