BA
Bristlecone Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Sell |
37,251
-1,267
| -3% | -$137K | 0.34% | 57 |
|
|
2025
Q1 | $4.58M | Sell |
38,518
-191
| -0.5% | -$22.7K | 0.37% | 58 |
|
|
2024
Q4 | $4.16M | Sell |
38,709
-559
| -1% | -$60.1K | 0.33% | 64 |
|
|
2024
Q3 | $4.6M | Sell |
39,268
-3
| -0% | -$352 | 0.37% | 59 |
|
|
2024
Q2 | $4.52M | Sell |
39,271
-125
| -0.3% | -$14.4K | 0.39% | 57 |
|
|
2024
Q1 | $4.58M | Sell |
39,396
-527
| -1% | -$61.3K | 0.4% | 55 |
|
|
2023
Q4 | $3.99M | Sell |
39,923
-950
| -2% | -$95K | 0.4% | 51 |
|
|
2023
Q3 | $4.81M | Buy |
40,873
+1,393
| +4% | +$164K | 0.54% | 42 |
|
|
2023
Q2 | $4.23M | Buy |
39,480
+365
| +0.9% | +$39.1K | 0.43% | 45 |
|
|
2023
Q1 | $4.29M | Buy |
39,115
+2,885
| +8% | +$316K | 0.47% | 45 |
|
|
2022
Q4 | $4M | Sell |
36,230
-25
| -0.1% | -$2.76K | 0.49% | 47 |
|
|
2022
Q3 | $3.17M | Buy |
36,255
+131
| +0.4% | +$11.4K | 0.41% | 50 |
|
|
2022
Q2 | $3.09M | Buy |
36,124
+1,346
| +4% | +$115K | 0.38% | 53 |
|
|
2022
Q1 | $2.87M | Buy |
34,778
+6,917
| +25% | +$571K | 0.35% | 66 |
|
|
2021
Q4 | $1.71M | Sell |
27,861
-346
| -1% | -$21.2K | 0.2% | 101 |
|
|
2021
Q3 | $1.66M | Sell |
28,207
-491
| -2% | -$28.9K | 0.22% | 99 |
|
|
2021
Q2 | $1.81M | Buy |
28,698
+2,007
| +8% | +$127K | 0.24% | 90 |
|
|
2021
Q1 | $1.49M | Buy |
26,691
+2,522
| +10% | +$141K | 0.23% | 98 |
|
|
2020
Q4 | $996K | Sell |
24,169
-3,074
| -11% | -$127K | 0.16% | 117 |
|
|
2020
Q3 | $935K | Sell |
27,243
-5,028
| -16% | -$173K | 0.17% | 111 |
|
|
2020
Q2 | $1.44M | Sell |
32,271
-1,365
| -4% | -$61K | 0.29% | 81 |
|
|
2020
Q1 | $1.28M | Sell |
33,636
-8,605
| -20% | -$327K | 0.3% | 77 |
|
|
2019
Q4 | $2.95M | Buy |
42,241
+4,658
| +12% | +$325K | 0.59% | 49 |
|
|
2019
Q3 | $2.65M | Sell |
37,583
-6,334
| -14% | -$447K | 0.65% | 48 |
|
|
2019
Q2 | $3.37M | Buy |
43,917
+4,219
| +11% | +$323K | 0.8% | 30 |
|
|
2019
Q1 | $3.21M | Buy |
39,698
+497
| +1% | +$40.2K | 0.9% | 28 |
|
|
2018
Q4 | $2.67M | Sell |
39,201
-1,826
| -4% | -$125K | 0.8% | 31 |
|
|
2018
Q3 | $3.49M | Buy |
41,027
+13,916
| +51% | +$1.18M | 0.88% | 26 |
|
|
2018
Q2 | $2.24M | Sell |
27,111
-4,539
| -14% | -$376K | 0.75% | 30 |
|
|
2018
Q1 | $2.36M | Sell |
31,650
-6,681
| -17% | -$498K | 0.79% | 30 |
|
|
2017
Q4 | $3.21M | Sell |
38,331
-250
| -0.6% | -$20.9K | 1.02% | 23 |
|
|
2017
Q3 | $3.16M | Buy |
38,581
+763
| +2% | +$62.6K | 1.03% | 21 |
|
|
2017
Q2 | $3.05M | Buy |
37,818
+952
| +3% | +$76.9K | 1.04% | 22 |
|
|
2017
Q1 | $3.02M | Sell |
36,866
-89
| -0.2% | -$7.3K | 1.06% | 22 |
|
|
2016
Q4 | $3.34M | Sell |
36,955
-250
| -0.7% | -$22.6K | 1.19% | 17 |
|
|
2016
Q3 | $3.25M | Buy |
37,205
+1,424
| +4% | +$124K | 1.17% | 20 |
|
|
2016
Q2 | $3.35M | Buy |
35,781
+813
| +2% | +$76.2K | 1.24% | 19 |
|
|
2016
Q1 | $2.92M | Buy |
34,968
+2,173
| +7% | +$182K | 1.16% | 21 |
|
|
2015
Q4 | $2.56M | Buy |
+32,795
| New | +$2.56M | 1.08% | 20 |
|