Bridges Investment Management’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
$8.15M Sell
75,584
-894
-1% -$96.4K 0.11% 96
2025
Q1
$9.1M Sell
76,478
-749
-1% -$89.1K 0.13% 91
2024
Q4
$8.31M Sell
77,227
-82
-0.1% -$8.82K 0.12% 95
2024
Q3
$9.06M Sell
77,309
-1,503
-2% -$176K 0.13% 93
2024
Q2
$9.07M Buy
78,812
+18,156
+30% +$2.09M 0.14% 88
2024
Q1
$7.05M Buy
60,656
+320
+0.5% +$37.2K 0.22% 67
2023
Q4
$6.03M Hold
60,336
0.2% 69
2023
Q3
$7.09M Sell
60,336
-359
-0.6% -$42.2K 0.25% 64
2023
Q2
$6.51M Sell
60,695
-4,520
-7% -$485K 0.22% 67
2023
Q1
$7.15M Sell
65,215
-1,144
-2% -$125K 0.25% 63
2022
Q4
$7.32M Sell
66,359
-5,835
-8% -$644K 0.27% 64
2022
Q3
$6.3M Sell
72,194
-4,765
-6% -$416K 0.24% 66
2022
Q2
$6.59M Sell
76,959
-2,055
-3% -$176K 0.24% 69
2022
Q1
$6.53M Sell
79,014
-1,247
-2% -$103K 0.2% 71
2021
Q4
$4.91M Buy
80,261
+5,640
+8% +$345K 0.14% 82
2021
Q3
$4.39M Buy
74,621
+343
+0.5% +$20.2K 0.14% 86
2021
Q2
$4.69M Sell
74,278
-1,635
-2% -$103K 0.14% 87
2021
Q1
$4.24M Sell
75,913
-6,463
-8% -$361K 0.12% 88
2020
Q4
$3.4M Sell
82,376
-15,180
-16% -$626K 0.1% 93
2020
Q3
$3.35M Sell
97,556
-3,830
-4% -$132K 0.11% 91
2020
Q2
$4.53M Sell
101,386
-3,650
-3% -$163K 0.17% 86
2020
Q1
$3.99M Sell
105,036
-7,382
-7% -$280K 0.18% 86
2019
Q4
$7.84M Sell
112,418
-15,097
-12% -$1.05M 0.29% 71
2019
Q3
$9M Buy
127,515
+70
+0.1% +$4.94K 0.34% 65
2019
Q2
$9.77M Sell
127,445
-6,503
-5% -$498K 0.37% 63
2019
Q1
$10.8M Sell
133,948
-6,489
-5% -$524K 0.44% 53
2018
Q4
$9.58M Buy
140,437
+3,164
+2% +$216K 0.45% 53
2018
Q3
$11.7M Sell
137,273
-4,252
-3% -$362K 0.58% 41
2018
Q2
$11.7M Sell
141,525
-1,575
-1% -$130K 0.53% 44
2018
Q1
$10.7M Buy
143,100
+49,333
+53% +$3.68M 0.49% 52
2017
Q4
$7.84M Sell
93,767
-1,056
-1% -$88.3K 0.63% 45
2017
Q3
$7.77M Buy
94,823
+41,421
+78% +$3.4M 0.74% 40
2017
Q2
$4.31M Buy
53,402
+2,325
+5% +$188K 0.58% 43
2017
Q1
$4.19M Sell
51,077
-4,766
-9% -$391K 0.58% 41
2016
Q4
$5.04M Sell
55,843
-233
-0.4% -$21K 0.72% 35
2016
Q3
$4.9M Buy
56,076
+42
+0.1% +$3.67K 0.82% 36
2016
Q2
$5.25M Buy
56,034
+2,500
+5% +$234K 0.91% 31
2016
Q1
$4.48M Buy
53,534
+3,707
+7% +$310K 0.81% 37
2015
Q4
$3.89M Buy
49,827
+907
+2% +$70.7K 0.69% 40
2015
Q3
$4.07M Hold
48,920
0.71% 37
2015
Q2
$4.07M Buy
48,920
+2,963
+6% +$246K 0.71% 37
2015
Q1
$3.91M Sell
45,957
-301
-0.7% -$25.6K 0.68% 35
2014
Q4
$4.28M Buy
46,258
+4,961
+12% +$459K 0.76% 35
2014
Q3
$3.88M Buy
41,297
+8,394
+26% +$789K 0.73% 36
2014
Q2
$3.31M Buy
32,903
+5,721
+21% +$576K 0.63% 40
2014
Q1
$2.66M Buy
27,182
+4,579
+20% +$447K 0.55% 41
2013
Q4
$2.29M Buy
22,603
+4,110
+22% +$416K 0.52% 45
2013
Q3
$1.59M Buy
18,493
+547
+3% +$47.1K 0.39% 55
2013
Q2
$1.62M Buy
+17,946
New +$1.62M 0.43% 54