Braun Stacey Associates’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 | $41.6M | Buy |
385,724
+3,911
| +1% | +$422K | 1.5% | 12 |
|
|
2025
Q1 | $45.4M | Sell |
381,813
-5,354
| -1% | -$637K | 1.86% | 9 |
|
|
2024
Q4 | $41.6M | Sell |
387,167
-25,208
| -6% | -$2.71M | 1.56% | 11 |
|
|
2024
Q3 | $48.3M | Sell |
412,375
-17,436
| -4% | -$2.04M | 1.84% | 8 |
|
|
2024
Q2 | $49.5M | Buy |
429,811
+184,076
| +75% | +$21.2M | 1.92% | 8 |
|
|
2024
Q1 | $28.6M | Buy |
245,735
+13,635
| +6% | +$1.58M | 1.13% | 26 |
|
|
2023
Q4 | $23.2M | Sell |
232,100
-13,875
| -6% | -$1.39M | 1.04% | 34 |
|
|
2023
Q3 | $28.9M | Sell |
245,975
-3,163
| -1% | -$372K | 1.41% | 15 |
|
|
2023
Q2 | $26.7M | Sell |
249,138
-254,426
| -51% | -$27.3M | 1.24% | 19 |
|
|
2023
Q1 | $55.2M | Buy |
503,564
+254,772
| +102% | +$27.9M | 1.45% | 7 |
|
|
2022
Q4 | $27.4M | Sell |
248,792
-15,090
| -6% | -$1.66M | 1.57% | 6 |
|
|
2022
Q3 | $23M | Sell |
263,882
-17,237
| -6% | -$1.5M | 1.4% | 11 |
|
|
2022
Q2 | $24.1M | Sell |
281,119
-16,660
| -6% | -$1.43M | 1.37% | 9 |
|
|
2022
Q1 | $24.6M | Sell |
297,779
-3,500
| -1% | -$289K | 1.02% | 26 |
|
|
2021
Q4 | $18.4M | Sell |
301,279
-13,255
| -4% | -$811K | 0.67% | 72 |
|
|
2021
Q3 | $18.5M | Sell |
314,534
-2,795
| -0.9% | -$164K | 0.74% | 66 |
|
|
2021
Q2 | $20M | Buy |
317,329
+3,923
| +1% | +$247K | 0.78% | 62 |
|
|
2021
Q1 | $17.5M | Buy |
313,406
+47,701
| +18% | +$2.66M | 0.74% | 69 |
|
|
2020
Q4 | $11M | Buy |
265,705
+31,102
| +13% | +$1.28M | 0.49% | 95 |
|
|
2020
Q3 | $8.05M | Sell |
234,603
-5,745
| -2% | -$197K | 0.43% | 96 |
|
|
2020
Q2 | $10.7M | Buy |
240,348
+57,757
| +32% | +$2.58M | 0.62% | 80 |
|
|
2020
Q1 | $6.93M | Sell |
182,591
-6,060
| -3% | -$230K | 0.53% | 83 |
|
|
2019
Q4 | $13.2M | Buy |
188,651
+6,701
| +4% | +$468K | 0.73% | 81 |
|
|
2019
Q3 | $12.8M | Buy |
181,950
+10,628
| +6% | +$750K | 0.81% | 69 |
|
|
2019
Q2 | $13.1M | Sell |
171,322
-4,065
| -2% | -$312K | 0.84% | 67 |
|
|
2019
Q1 | $14.2M | Buy |
175,387
+60
| +0% | +$4.85K | 0.94% | 52 |
|
|
2018
Q4 | $12M | Buy |
175,327
+164,337
| +1,495% | +$11.2M | 0.95% | 50 |
|
|
2018
Q3 | $935K | Sell |
10,990
-192,782
| -95% | -$16.4M | 0.06% | 113 |
|
|
2018
Q2 | $16.9M | Sell |
203,772
-355
| -0.2% | -$29.4K | 1.14% | 27 |
|
|
2018
Q1 | $15.2M | Sell |
204,127
-28,063
| -12% | -$2.09M | 1.05% | 41 |
|
|
2017
Q4 | $19.4M | Sell |
232,190
-7,756
| -3% | -$649K | 1.3% | 12 |
|
|
2017
Q3 | $19.7M | Sell |
239,946
-16,082
| -6% | -$1.32M | 1.34% | 8 |
|
|
2017
Q2 | $20.7M | Sell |
256,028
-2,275
| -0.9% | -$184K | 1.34% | 8 |
|
|
2017
Q1 | $21.2M | Sell |
258,303
-18,495
| -7% | -$1.52M | 1.34% | 7 |
|
|
2016
Q4 | $25M | Sell |
276,798
-16,480
| -6% | -$1.49M | 1.64% | 4 |
|
|
2016
Q3 | $25.6M | Sell |
293,278
-22,959
| -7% | -$2M | 1.62% | 4 |
|
|
2016
Q2 | $29.6M | Sell |
316,237
-22,014
| -7% | -$2.06M | 1.92% | 2 |
|
|
2016
Q1 | $28.3M | Buy |
338,251
+11,716
| +4% | +$979K | 1.85% | 3 |
|
|
2015
Q4 | $25.5M | Buy |
326,535
+4,212
| +1% | +$328K | 1.6% | 3 |
|
|
2015
Q3 | $24M | Sell |
322,323
-116,428
| -27% | -$8.66M | 1.61% | 2 |
|
|
2015
Q2 | $36.5M | Buy |
438,751
+103,595
| +31% | +$8.62M | 1.55% | 3 |
|
|
2015
Q1 | $28.5M | Buy |
335,156
+6,477
| +2% | +$551K | 1.67% | 2 |
|
|
2014
Q4 | $30.4M | Buy |
328,679
+74,861
| +29% | +$6.92M | 1.85% | 2 |
|
|
2014
Q3 | $23.9M | Buy |
253,818
+12,312
| +5% | +$1.16M | 1.47% | 5 |
|
|
2014
Q2 | $24.3M | Sell |
241,506
-16,288
| -6% | -$1.64M | 1.45% | 4 |
|
|
2014
Q1 | $25.2M | Sell |
257,794
-6,225
| -2% | -$608K | 1.47% | 5 |
|
|
2013
Q4 | $26.7M | Sell |
264,019
-8,427
| -3% | -$853K | 1.53% | 6 |
|
|
2013
Q3 | $23.4M | Sell |
272,446
-18,140
| -6% | -$1.56M | 1.44% | 6 |
|
|
2013
Q2 | $26.3M | Buy |
+290,586
| New | +$26.3M | 1.66% | 2 |
|