BOK Financial Private Wealth’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 | $1.18M | Sell |
10,942
-6,038
| -36% | -$651K | 0.08% | 81 |
|
|
2025
Q1 | $2.02M | Sell |
16,980
-8
| -0% | -$951 | 0.15% | 62 |
|
|
2024
Q4 | $1.83M | Sell |
16,988
-1,066
| -6% | -$115K | 0.13% | 68 |
|
|
2024
Q3 | $2.12M | Sell |
18,054
-6,402
| -26% | -$750K | 0.15% | 66 |
|
|
2024
Q2 | $2.82M | Buy |
24,456
+10,247
| +72% | +$1.18M | 0.2% | 51 |
|
|
2024
Q1 | $1.65M | Buy |
14,209
+310
| +2% | +$36K | 0.12% | 82 |
|
|
2023
Q4 | $1.39M | Buy |
13,899
+1,085
| +8% | +$108K | 0.11% | 89 |
|
|
2023
Q3 | $1.51M | Sell |
12,814
-2,395
| -16% | -$282K | 0.13% | 84 |
|
|
2023
Q2 | $1.63M | Sell |
15,209
-38
| -0.2% | -$4.08K | 0.13% | 83 |
|
|
2023
Q1 | $1.67M | Buy |
15,247
+38
| +0.2% | +$4.17K | 0.13% | 88 |
|
|
2022
Q4 | $1.68M | Buy |
15,209
+2,010
| +15% | +$222K | 0.14% | 85 |
|
|
2022
Q3 | $1.15M | Sell |
13,199
-822
| -6% | -$71.7K | 0.1% | 97 |
|
|
2022
Q2 | $1.2M | Sell |
14,021
-17,213
| -55% | -$1.47M | 0.11% | 101 |
|
|
2022
Q1 | $2.58M | Buy |
31,234
+4,784
| +18% | +$395K | 0.18% | 83 |
|
|
2021
Q4 | $1.62M | Buy |
26,450
+10,530
| +66% | +$644K | 0.11% | 102 |
|
|
2021
Q3 | $936K | Buy |
15,920
+1,409
| +10% | +$82.8K | 0.07% | 116 |
|
|
2021
Q2 | $915K | Buy |
14,511
+3,261
| +29% | +$206K | 0.07% | 110 |
|
|
2021
Q1 | $628K | Buy |
11,250
+2,668
| +31% | +$149K | 0.06% | 120 |
|
|
2020
Q4 | $354K | Buy |
+8,582
| New | +$354K | 0.03% | 140 |
|
|
2020
Q3 | – | Sell |
-8,731
| Closed | -$390K | – | 175 |
|
|
2020
Q2 | $390K | Buy |
8,731
+2,422
| +38% | +$108K | 0.04% | 128 |
|
|
2020
Q1 | $240K | Sell |
6,309
-2,651
| -30% | -$101K | 0.03% | 158 |
|
|
2019
Q4 | $625K | Buy |
8,960
+3,843
| +75% | +$268K | 0.05% | 120 |
|
|
2019
Q3 | $361K | Sell |
5,117
-160
| -3% | -$11.3K | 0.05% | 83 |
|
|
2019
Q2 | $404K | Buy |
5,277
+125
| +2% | +$9.57K | 0.06% | 72 |
|
|
2019
Q1 | $416K | Sell |
5,152
-3,579
| -41% | -$289K | 0.06% | 67 |
|
|
2018
Q4 | $595K | Sell |
8,731
-4,683
| -35% | -$319K | 0.08% | 61 |
|
|
2018
Q3 | $1.14M | Buy |
13,414
+43
| +0.3% | +$3.65K | 0.18% | 36 |
|
|
2018
Q2 | $1.11M | Buy |
13,371
+1,923
| +17% | +$159K | 0.18% | 34 |
|
|
2018
Q1 | $854K | Sell |
11,448
-2,663
| -19% | -$199K | 0.14% | 42 |
|
|
2017
Q4 | $1.18M | Sell |
14,111
-3,190
| -18% | -$267K | 0.19% | 33 |
|
|
2017
Q3 | $1.42M | Sell |
17,301
-8,588
| -33% | -$704K | 0.23% | 31 |
|
|
2017
Q2 | $2.09M | Sell |
25,889
-759
| -3% | -$61.3K | 0.3% | 27 |
|
|
2017
Q1 | $2.19M | Sell |
26,648
-1,075
| -4% | -$88.1K | 0.31% | 28 |
|
|
2016
Q4 | $2.5M | Sell |
27,723
-4,621
| -14% | -$417K | 0.38% | 27 |
|
|
2016
Q3 | $2.82M | Buy |
32,344
+22,123
| +216% | +$1.93M | 0.43% | 25 |
|
|
2016
Q2 | $958K | Sell |
10,221
-1,000
| -9% | -$93.7K | 0.15% | 48 |
|
|
2016
Q1 | $938K | Hold |
11,221
| – | – | 0.16% | 28 |
|
|
2015
Q4 | $875K | Sell |
11,221
-1,909
| -15% | -$149K | 0.15% | 30 |
|
|
2015
Q3 | $976K | Buy |
13,130
+2,638
| +25% | +$196K | 0.17% | 28 |
|
|
2015
Q2 | $873K | Buy |
10,492
+15
| +0.1% | +$1.25K | 0.15% | 30 |
|
|
2015
Q1 | $891K | Sell |
10,477
-1,517
| -13% | -$129K | 0.15% | 30 |
|
|
2014
Q4 | $1.11M | Buy |
11,994
+2,161
| +22% | +$200K | 0.18% | 29 |
|
|
2014
Q3 | $925K | Hold |
9,833
| – | – | 0.16% | 30 |
|
|
2014
Q2 | $990K | Sell |
9,833
-1,225
| -11% | -$123K | 0.16% | 29 |
|
|
2014
Q1 | $1.08M | Sell |
11,058
-124
| -1% | -$12.1K | 0.19% | 27 |
|
|
2013
Q4 | $1.13M | Hold |
11,182
| – | – | 0.2% | 23 |
|
|
2013
Q3 | $962K | Buy |
11,182
+2,356
| +27% | +$203K | 0.19% | 26 |
|
|
2013
Q2 | $797K | Buy |
+8,826
| New | +$797K | 0.17% | 24 |
|