Boston Financial Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.67M | Buy |
61,987
+10,337
| +20% | +$1.11M | 0.2% | 89 |
|
|
2024
Q3 | $6.05M | Sell |
51,650
-11,805
| -19% | -$1.38M | 0.18% | 92 |
|
|
2024
Q2 | $7.3M | Buy |
63,455
+3,003
| +5% | +$346K | 0.23% | 83 |
|
|
2024
Q1 | $7.03M | Sell |
60,452
-931
| -2% | -$108K | 0.22% | 85 |
|
|
2023
Q4 | $6.14M | Buy |
61,383
+8,908
| +17% | +$891K | 0.21% | 89 |
|
|
2023
Q3 | $6.17M | Buy |
52,475
+772
| +1% | +$90.8K | 0.23% | 85 |
|
|
2023
Q2 | $5.55M | Buy |
51,703
+2,376
| +5% | +$255K | 0.2% | 90 |
|
|
2023
Q1 | $5.41M | Sell |
49,327
-14,503
| -23% | -$1.59M | 0.21% | 87 |
|
|
2022
Q4 | $7.04M | Sell |
63,830
-750
| -1% | -$82.7K | 0.28% | 77 |
|
|
2022
Q3 | $5.64M | Buy |
64,580
+10,301
| +19% | +$899K | 0.24% | 79 |
|
|
2022
Q2 | $4.65M | Sell |
54,279
-384
| -0.7% | -$32.9K | 0.2% | 86 |
|
|
2022
Q1 | $4.52M | Buy |
54,663
+2,244
| +4% | +$185K | 0.17% | 88 |
|
|
2021
Q4 | $3.21M | Buy |
52,419
+1,612
| +3% | +$98.7K | 0.12% | 94 |
|
|
2021
Q3 | $2.99M | Sell |
50,807
-1,782
| -3% | -$105K | 0.12% | 88 |
|
|
2021
Q2 | $3.32M | Buy |
52,589
+581
| +1% | +$36.6K | 0.13% | 84 |
|
|
2021
Q1 | $2.9M | Sell |
52,008
-2,539
| -5% | -$142K | 0.13% | 86 |
|
|
2020
Q4 | $2.25M | Sell |
54,547
-5,916
| -10% | -$244K | 0.1% | 92 |
|
|
2020
Q3 | $2.08M | Sell |
60,463
-1,595
| -3% | -$54.8K | 0.1% | 93 |
|
|
2020
Q2 | $2.78M | Sell |
62,058
-16,814
| -21% | -$752K | 0.15% | 85 |
|
|
2020
Q1 | $3M | Sell |
78,872
-31,977
| -29% | -$1.21M | 0.19% | 81 |
|
|
2019
Q4 | $7.74M | Sell |
110,849
-11,316
| -9% | -$790K | 0.42% | 67 |
|
|
2019
Q3 | $8.63M | Sell |
122,165
-6,035
| -5% | -$426K | 0.49% | 66 |
|
|
2019
Q2 | $9.82M | Sell |
128,200
-13,061
| -9% | -$1M | 0.57% | 60 |
|
|
2019
Q1 | $11.4M | Sell |
141,261
-11,588
| -8% | -$936K | 0.69% | 53 |
|
|
2018
Q4 | $10.4M | Sell |
152,849
-3,500
| -2% | -$239K | 0.72% | 52 |
|
|
2018
Q3 | $13.3M | Sell |
156,349
-7,977
| -5% | -$678K | 0.79% | 48 |
|
|
2018
Q2 | $13.6M | Sell |
164,326
-16,727
| -9% | -$1.38M | 0.92% | 40 |
|
|
2018
Q1 | $13.5M | Sell |
181,053
-24,969
| -12% | -$1.86M | 0.92% | 39 |
|
|
2017
Q4 | $17.2M | Sell |
206,022
-10,945
| -5% | -$915K | 1.15% | 20 |
|
|
2017
Q3 | $17.8M | Sell |
216,967
-18,190
| -8% | -$1.49M | 1.26% | 12 |
|
|
2017
Q2 | $19M | Sell |
235,157
-1,925
| -0.8% | -$155K | 1.36% | 11 |
|
|
2017
Q1 | $19.4M | Sell |
237,082
-9,418
| -4% | -$772K | 1.45% | 8 |
|
|
2016
Q4 | $22.2M | Sell |
246,500
-4,052
| -2% | -$366K | 1.76% | 8 |
|
|
2016
Q3 | $21.9M | Sell |
250,552
-2,781
| -1% | -$243K | 1.78% | 6 |
|
|
2016
Q2 | $23.7M | Buy |
253,333
+56,196
| +29% | +$5.27M | 1.94% | 4 |
|
|
2016
Q1 | $16.5M | Sell |
197,137
-1,886
| -0.9% | -$158K | 2.48% | 3 |
|
|
2015
Q4 | $15.5M | Sell |
199,023
-4,314
| -2% | -$336K | 2.23% | 4 |
|
|
2015
Q3 | $15.1M | Buy |
203,337
+1,767
| +0.9% | +$131K | 2.14% | 3 |
|
|
2015
Q2 | $16.8M | Sell |
201,570
-13,371
| -6% | -$1.11M | 2.16% | 3 |
|
|
2015
Q1 | $18.3M | Sell |
214,941
-2,806
| -1% | -$239K | 2.29% | 2 |
|
|
2014
Q4 | $20.1M | Sell |
217,747
-2,724
| -1% | -$252K | 2.53% | 2 |
|
|
2014
Q3 | $20.7M | Sell |
220,471
-2,918
| -1% | -$274K | 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% | +$42.5K | 3.22% | 2 |
|
|
2013
Q4 | $24.9M | Sell |
245,684
-6,641
| -3% | -$672K | 3.41% | 2 |
|
|
2013
Q3 | $21.7M | Sell |
252,325
-3,538
| -1% | -$304K | 3.26% | 2 |
|
|
2013
Q2 | $23.1M | Buy |
+255,863
| New | +$23.1M | 3.57% | 2 |
|