Bleakley Financial Group’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
$15.2M Buy
141,077
+16,993
+14% +$1.83M 0.39% 49
2025
Q1
$14.8M Buy
124,084
+7,521
+6% +$894K 0.47% 38
2024
Q4
$12.5M Buy
116,563
+1,206
+1% +$130K 0.38% 43
2024
Q3
$13.5M Buy
115,357
+3,154
+3% +$370K 0.41% 40
2024
Q2
$12.9M Buy
112,203
+9,322
+9% +$1.07M 0.37% 50
2024
Q1
$12M Sell
102,881
-8,472
-8% -$985K 0.35% 56
2023
Q4
$11.1M Sell
111,353
-7,141
-6% -$714K 0.35% 53
2023
Q3
$13.9M Sell
118,494
-25,090
-17% -$2.95M 0.49% 38
2023
Q2
$15.4M Buy
143,584
+26,629
+23% +$2.86M 0.48% 39
2023
Q1
$12.8M Sell
116,955
-3,249
-3% -$356K 0.43% 44
2022
Q4
$13.3M Buy
+120,204
New +$13.3M 0.47% 38