Boston Financial Management’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$6.67M Buy
61,987
+10,337
+20% +$1.21M 0.2% 89
2024
Q3
$6.05M Sell
51,650
-11,805
-19% -$1.36M 0.18% 92
2024
Q2
$7.3M Buy
63,455
+3,003
+5% +$350K 0.23% 83
2024
Q1
$7.03M Sell
60,452
-931
-2% -$97.4K 0.22% 85
2023
Q4
$6.14M Buy
61,383
+8,908
+17% +$936K 0.21% 89
2023
Q3
$6.17M Buy
52,475
+772
+1% +$84.7K 0.23% 85
2023
Q2
$5.55M Buy
51,703
+2,376
+5% +$259K 0.2% 90
2023
Q1
$5.41M Sell
49,327
-14,503
-23% -$1.6M 0.21% 87
2022
Q4
$7.04M Sell
63,830
-750
-1% -$80.4K 0.28% 77
2022
Q3
$5.64M Buy
64,580
+10,301
+19% +$940K 0.24% 79
2022
Q2
$4.65M Sell
54,279
-384
-0.7% -$34.6K 0.2% 86
2022
Q1
$4.51M Buy
54,663
+2,244
+4% +$174K 0.17% 88
2021
Q4
$3.21M Buy
52,419
+1,612
+3% +$101K 0.12% 94
2021
Q3
$2.99M Sell
50,807
-1,782
-3% -$102K 0.12% 88
2021
Q2
$3.32M Buy
52,589
+581
+1% +$34.7K 0.13% 84
2021
Q1
$2.9M Sell
52,008
-2,539
-5% -$133K 0.13% 86
2020
Q4
$2.25M Sell
54,547
-5,916
-10% -$222K 0.1% 92
2020
Q3
$2.08M Sell
60,463
-1,595
-3% -$65.2K 0.1% 93
2020
Q2
$2.77M Sell
62,058
-16,814
-21% -$754K 0.15% 85
2020
Q1
$3M Sell
78,872
-31,977
-29% -$1.77M 0.19% 81
2019
Q4
$7.74M Sell
110,849
-11,316
-9% -$783K 0.42% 67
2019
Q3
$8.63M Sell
122,165
-6,035
-5% -$436K 0.49% 66
2019
Q2
$9.82M Sell
128,200
-13,061
-9% -$1.01M 0.57% 60
2019
Q1
$11.4M Sell
141,261
-11,588
-8% -$884K 0.69% 53
2018
Q4
$10.4M Sell
152,849
-3,500
-2% -$275K 0.72% 52
2018
Q3
$13.3M Sell
156,349
-7,977
-5% -$652K 0.79% 48
2018
Q2
$13.6M Sell
164,326
-16,727
-9% -$1.33M 0.92% 40
2018
Q1
$13.5M Sell
181,053
-24,969
-12% -$2M 0.92% 39
2017
Q4
$17.2M Sell
206,022
-10,945
-5% -$905K 1.15% 20
2017
Q3
$17.8M Sell
216,967
-18,190
-8% -$1.44M 1.26% 12
2017
Q2
$19M Sell
235,157
-1,925
-0.8% -$158K 1.36% 11
2017
Q1
$19.4M Sell
237,082
-9,418
-4% -$787K 1.45% 8
2016
Q4
$22.2M Sell
246,500
-4,052
-2% -$354K 1.76% 8
2016
Q3
$21.9M Sell
250,552
-2,781
-1% -$247K 1.78% 6
2016
Q2
$23.7M Buy
253,333
+56,196
+29% +$4.97M 1.94% 4
2016
Q1
$16.5M Sell
197,137
-1,886
-0.9% -$151K 2.48% 3
2015
Q4
$15.5M Sell
199,023
-4,314
-2% -$345K 2.23% 4
2015
Q3
$15.1M Buy
203,337
+1,767
+0.9% +$136K 2.14% 3
2015
Q2
$16.8M Sell
201,570
-13,371
-6% -$1.15M 2.16% 3
2015
Q1
$18.3M Sell
214,941
-2,806
-1% -$249K 2.29% 2
2014
Q4
$20.1M Sell
217,747
-2,724
-1% -$254K 2.53% 2
2014
Q3
$20.7M Sell
220,471
-2,918
-1% -$291K 2.72% 2
2014
Q2
$22.5M Sell
223,389
-22,730
-9% -$2.29M 2.97% 2
2014
Q1
$24M Buy
246,119
+435
+0.2% +$41.5K 3.22% 2
2013
Q4
$24.9M Sell
245,684
-6,641
-3% -$614K 3.41% 2
2013
Q3
$21.7M Sell
252,325
-3,538
-1% -$319K 3.26% 2
2013
Q2
$23.1M Buy
+255,863
New +$23M 3.57% 2

Other funds holding XOM

Boston Financial Management's XOM Position: Q4 2024 in Review

Boston Financial Management increased its ExxonMobil (XOM) stake by 20% in Q4 2024, buying an estimated $1.21M and bringing the position to 61,987 shares worth $6.67M. The position accounts for 0.2% of the portfolio, ranked #89.

Boston Financial Management first reported a position in XOM in Q2 2013 and has held it in 47 quarters since. The position peaked at $24.9M in Q4 2013. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • Boston Financial Management held 61,987 shares of ExxonMobil worth $6.67M as of Q4 2024.
  • Boston Financial Management bought 10,337 ExxonMobil shares in Q4 2024, an estimated $1.21M.
  • ExxonMobil made up 0.2% of Boston Financial Management's portfolio in Q4 2024, its #89 holding.
  • Boston Financial Management first reported a position in ExxonMobil in Q2 2013 and has held it in 47 quarters since.
  • Boston Financial Management's ExxonMobil position peaked at $24.9M in Q4 2013.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.