Birch Hill Investment Advisors’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 | $7.5M | Sell |
69,609
-575
| -0.8% | -$62K | 0.33% | 48 |
|
|
2025
Q1 | $8.35M | Buy |
70,184
+766
| +1% | +$91.1K | 0.4% | 42 |
|
|
2024
Q4 | $7.47M | Buy |
69,418
+149
| +0.2% | +$16K | 0.35% | 43 |
|
|
2024
Q3 | $8.12M | Sell |
69,269
-70
| -0.1% | -$8.21K | 0.38% | 40 |
|
|
2024
Q2 | $7.98M | Sell |
69,339
-1,320
| -2% | -$152K | 0.39% | 41 |
|
|
2024
Q1 | $8.21M | Sell |
70,659
-1,224
| -2% | -$142K | 0.4% | 43 |
|
|
2023
Q4 | $7.19M | Sell |
71,883
-3,226
| -4% | -$323K | 0.38% | 44 |
|
|
2023
Q3 | $8.83M | Buy |
75,109
+341
| +0.5% | +$40.1K | 0.53% | 39 |
|
|
2023
Q2 | $8.02M | Buy |
74,768
+21
| +0% | +$2.25K | 0.46% | 42 |
|
|
2023
Q1 | $8.2M | Sell |
74,747
-1,200
| -2% | -$132K | 0.51% | 42 |
|
|
2022
Q4 | $8.38M | Sell |
75,947
-69
| -0.1% | -$7.61K | 0.53% | 40 |
|
|
2022
Q3 | $6.64M | Sell |
76,016
-295
| -0.4% | -$25.8K | 0.45% | 43 |
|
|
2022
Q2 | $6.54M | Sell |
76,311
-1,390
| -2% | -$119K | 0.41% | 44 |
|
|
2022
Q1 | $6.42M | Sell |
77,701
-1,436
| -2% | -$119K | 0.34% | 50 |
|
|
2021
Q4 | $4.84M | Sell |
79,137
-1,297
| -2% | -$79.4K | 0.24% | 60 |
|
|
2021
Q3 | $4.73M | Buy |
80,434
+2,902
| +4% | +$171K | 0.25% | 57 |
|
|
2021
Q2 | $4.89M | Sell |
77,532
-2,766
| -3% | -$174K | 0.26% | 56 |
|
|
2021
Q1 | $4.48M | Sell |
80,298
-3,829
| -5% | -$214K | 0.26% | 58 |
|
|
2020
Q4 | $3.47M | Sell |
84,127
-22,885
| -21% | -$943K | 0.21% | 58 |
|
|
2020
Q3 | $3.67M | Sell |
107,012
-5,850
| -5% | -$201K | 0.24% | 52 |
|
|
2020
Q2 | $5.05M | Sell |
112,862
-9,962
| -8% | -$445K | 0.37% | 44 |
|
|
2020
Q1 | $4.66M | Sell |
122,824
-4,355
| -3% | -$165K | 0.41% | 41 |
|
|
2019
Q4 | $8.88M | Buy |
127,179
+10,338
| +9% | +$721K | 0.59% | 41 |
|
|
2019
Q3 | $8.25M | Sell |
116,841
-2,681
| -2% | -$189K | 0.59% | 41 |
|
|
2019
Q2 | $9.16M | Sell |
119,522
-3,113
| -3% | -$239K | 0.68% | 40 |
|
|
2019
Q1 | $9.91M | Sell |
122,635
-1,316
| -1% | -$106K | 0.75% | 39 |
|
|
2018
Q4 | $8.45M | Sell |
123,951
-2,063
| -2% | -$141K | 0.74% | 38 |
|
|
2018
Q3 | $10.7M | Sell |
126,014
-1,503
| -1% | -$128K | 0.78% | 35 |
|
|
2018
Q2 | $10.5M | Sell |
127,517
-1,564
| -1% | -$129K | 0.84% | 36 |
|
|
2018
Q1 | $9.63M | Buy |
129,081
+241
| +0.2% | +$18K | 0.8% | 36 |
|
|
2017
Q4 | $10.8M | Buy |
128,840
+2,115
| +2% | +$177K | 0.89% | 35 |
|
|
2017
Q3 | $10.4M | Sell |
126,725
-1,023
| -0.8% | -$83.9K | 0.9% | 34 |
|
|
2017
Q2 | $10.3M | Sell |
127,748
-5,032
| -4% | -$406K | 0.91% | 34 |
|
|
2017
Q1 | $10.9M | Sell |
132,780
-8,572
| -6% | -$703K | 0.93% | 33 |
|
|
2016
Q4 | $12.8M | Sell |
141,352
-4,205
| -3% | -$380K | 1.16% | 32 |
|
|
2016
Q3 | $12.7M | Sell |
145,557
-5,158
| -3% | -$450K | 1.18% | 32 |
|
|
2016
Q2 | $14.1M | Buy |
150,715
+437
| +0.3% | +$41K | 1.39% | 28 |
|
|
2016
Q1 | $12.6M | Sell |
150,278
-2,321
| -2% | -$194K | 1.32% | 29 |
|
|
2015
Q4 | $11.9M | Sell |
152,599
-1,117
| -0.7% | -$87.1K | 1.24% | 29 |
|
|
2015
Q3 | $11.4M | Buy |
153,716
+3,645
| +2% | +$271K | 1.25% | 27 |
|
|
2015
Q2 | $12.5M | Sell |
150,071
-626
| -0.4% | -$52.1K | 1.28% | 31 |
|
|
2015
Q1 | $12.8M | Sell |
150,697
-1,559
| -1% | -$133K | 1.31% | 31 |
|
|
2014
Q4 | $14.1M | Sell |
152,256
-3,659
| -2% | -$338K | 1.42% | 30 |
|
|
2014
Q3 | $14.7M | Sell |
155,915
-8,637
| -5% | -$812K | 1.53% | 28 |
|
|
2014
Q2 | $16.6M | Sell |
164,552
-6,317
| -4% | -$636K | 1.73% | 24 |
|
|
2014
Q1 | $16.7M | Sell |
170,869
-13,783
| -7% | -$1.35M | 1.8% | 22 |
|
|
2013
Q4 | $18.7M | Sell |
184,652
-10,707
| -5% | -$1.08M | 2% | 19 |
|
|
2013
Q3 | $16.8M | Sell |
195,359
-15,556
| -7% | -$1.34M | 1.99% | 20 |
|
|
2013
Q2 | $19.1M | Buy |
+210,915
| New | +$19.1M | 2.39% | 15 |
|