BFO
Boston Family Office’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Buy |
34,122
+435
| +1% | +$46.9K | 0.24% | 86 |
|
|
2025
Q1 | $4.01M | Buy |
33,687
+2,653
| +9% | +$315K | 0.28% | 79 |
|
|
2024
Q4 | $3.34M | Sell |
31,034
-246
| -0.8% | -$26.5K | 0.23% | 90 |
|
|
2024
Q3 | $3.67M | Sell |
31,280
-576
| -2% | -$67.5K | 0.25% | 82 |
|
|
2024
Q2 | $3.67M | Buy |
31,856
+2,924
| +10% | +$337K | 0.26% | 80 |
|
|
2024
Q1 | $3.36M | Sell |
28,932
-625
| -2% | -$72.6K | 0.24% | 84 |
|
|
2023
Q4 | $2.96M | Buy |
29,557
+495
| +2% | +$49.5K | 0.22% | 85 |
|
|
2023
Q3 | $3.42M | Sell |
29,062
-289
| -1% | -$34K | 0.28% | 76 |
|
|
2023
Q2 | $3.15M | Buy |
29,351
+2,525
| +9% | +$271K | 0.24% | 81 |
|
|
2023
Q1 | $2.94M | Sell |
26,826
-275
| -1% | -$30.2K | 0.24% | 82 |
|
|
2022
Q4 | $2.99M | Sell |
27,101
-623
| -2% | -$68.7K | 0.25% | 82 |
|
|
2022
Q3 | $2.42M | Sell |
27,724
-2,798
| -9% | -$244K | 0.22% | 90 |
|
|
2022
Q2 | $2.61M | Sell |
30,522
-3,388
| -10% | -$290K | 0.22% | 92 |
|
|
2022
Q1 | $2.8M | Sell |
33,910
-2,424
| -7% | -$200K | 0.2% | 95 |
|
|
2021
Q4 | $2.22M | Sell |
36,334
-450
| -1% | -$27.5K | 0.14% | 114 |
|
|
2021
Q3 | $2.16M | Sell |
36,784
-1,976
| -5% | -$116K | 0.16% | 110 |
|
|
2021
Q2 | $2.45M | Sell |
38,760
-460
| -1% | -$29K | 0.17% | 107 |
|
|
2021
Q1 | $2.18M | Sell |
39,220
-6,584
| -14% | -$366K | 0.16% | 112 |
|
|
2020
Q4 | $1.89M | Sell |
45,804
-7,895
| -15% | -$325K | 0.15% | 116 |
|
|
2020
Q3 | $1.84M | Sell |
53,699
-12,725
| -19% | -$437K | 0.17% | 104 |
|
|
2020
Q2 | $2.97M | Sell |
66,424
-2,269
| -3% | -$101K | 0.29% | 82 |
|
|
2020
Q1 | $2.61M | Sell |
68,693
-34,112
| -33% | -$1.3M | 0.31% | 81 |
|
|
2019
Q4 | $7.17M | Sell |
102,805
-12,767
| -11% | -$891K | 0.68% | 47 |
|
|
2019
Q3 | $8.16M | Sell |
115,572
-10,916
| -9% | -$771K | 0.85% | 42 |
|
|
2019
Q2 | $9.69M | Sell |
126,488
-5,670
| -4% | -$435K | 1.01% | 36 |
|
|
2019
Q1 | $10.7M | Sell |
132,158
-5,057
| -4% | -$409K | 1.15% | 28 |
|
|
2018
Q4 | $9.36M | Sell |
137,215
-6,294
| -4% | -$429K | 1.16% | 26 |
|
|
2018
Q3 | $12.2M | Sell |
143,509
-8,861
| -6% | -$753K | 1.29% | 22 |
|
|
2018
Q2 | $12.6M | Sell |
152,370
-23,190
| -13% | -$1.92M | 1.43% | 16 |
|
|
2018
Q1 | $13.1M | Sell |
175,560
-4,345
| -2% | -$324K | 1.49% | 13 |
|
|
2017
Q4 | $15M | Sell |
179,905
-3,904
| -2% | -$327K | 1.65% | 9 |
|
|
2017
Q3 | $15.1M | Sell |
183,809
-3,186
| -2% | -$261K | 1.71% | 9 |
|
|
2017
Q2 | $15.1M | Sell |
186,995
-3,571
| -2% | -$288K | 1.79% | 8 |
|
|
2017
Q1 | $15.6M | Sell |
190,566
-2,970
| -2% | -$244K | 1.92% | 6 |
|
|
2016
Q4 | $17.5M | Sell |
193,536
-498
| -0.3% | -$45K | 2.27% | 4 |
|
|
2016
Q3 | $16.9M | Sell |
194,034
-4,040
| -2% | -$353K | 2.19% | 4 |
|
|
2016
Q2 | $18.6M | Buy |
198,074
+304
| +0.2% | +$28.5K | 2.41% | 2 |
|
|
2016
Q1 | $16.5M | Buy |
197,770
+13,867
| +8% | +$1.16M | 2.18% | 3 |
|
|
2015
Q4 | $14.3M | Sell |
183,903
-185
| -0.1% | -$14.4K | 1.96% | 7 |
|
|
2015
Q3 | $13.7M | Buy |
184,088
+2,365
| +1% | +$176K | 1.91% | 8 |
|
|
2015
Q2 | $15.1M | Sell |
181,723
-3,612
| -2% | -$301K | 1.9% | 8 |
|
|
2015
Q1 | $15.8M | Sell |
185,335
-974
| -0.5% | -$82.8K | 1.96% | 7 |
|
|
2014
Q4 | $17.2M | Sell |
186,309
-3,529
| -2% | -$326K | 2.15% | 6 |
|
|
2014
Q3 | $17.9M | Sell |
189,838
-1,071
| -0.6% | -$101K | 2.3% | 5 |
|
|
2014
Q2 | $19.2M | Sell |
190,909
-3,671
| -2% | -$370K | 2.44% | 3 |
|
|
2014
Q1 | $19M | Sell |
194,580
-8,135
| -4% | -$795K | 2.53% | 2 |
|
|
2013
Q4 | $20.5M | Sell |
202,715
-8,163
| -4% | -$826K | 2.71% | 2 |
|
|
2013
Q3 | $18.1M | Sell |
210,878
-3,399
| -2% | -$292K | 2.58% | 2 |
|
|
2013
Q2 | $19.4M | Buy |
+214,277
| New | +$19.4M | 2.94% | 2 |
|