CAPTRUST Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165M | Buy |
1,528,105
+4,679
| +0.3% | +$504K | 0.37% | 55 |
|
|
2025
Q1 | $181M | Buy |
1,523,426
+57,897
| +4% | +$6.89M | 0.45% | 41 |
|
|
2024
Q4 | $158M | Buy |
1,465,529
+31,577
| +2% | +$3.4M | 0.45% | 42 |
|
|
2024
Q3 | $168M | Buy |
1,433,952
+24,428
| +2% | +$2.86M | 0.5% | 38 |
|
|
2024
Q2 | $162M | Buy |
1,409,524
+540,692
| +62% | +$62.2M | 0.52% | 40 |
|
|
2024
Q1 | $101M | Sell |
868,832
-229,975
| -21% | -$26.7M | 0.37% | 61 |
|
|
2023
Q4 | $110M | Buy |
1,098,807
+996
| +0.1% | +$99.6K | 0.38% | 53 |
|
|
2023
Q3 | $129M | Buy |
1,097,811
+25,811
| +2% | +$3.03M | 0.49% | 41 |
|
|
2023
Q2 | $115M | Buy |
1,072,000
+122,679
| +13% | +$13.2M | 0.45% | 45 |
|
|
2023
Q1 | $104M | Buy |
949,321
+30,745
| +3% | +$3.37M | 0.46% | 44 |
|
|
2022
Q4 | $101M | Sell |
918,576
-54,045
| -6% | -$5.96M | 0.51% | 44 |
|
|
2022
Q3 | $84.9M | Sell |
972,621
-181,381
| -16% | -$15.8M | 0.49% | 40 |
|
|
2022
Q2 | $98.8M | Buy |
1,154,002
+81,995
| +8% | +$7.02M | 0.64% | 31 |
|
|
2022
Q1 | $88.5M | Buy |
1,072,007
+480,139
| +81% | +$39.7M | 0.57% | 33 |
|
|
2021
Q4 | $36.2M | Buy |
591,868
+90,044
| +18% | +$5.51M | 0.25% | 100 |
|
|
2021
Q3 | $29.5M | Buy |
501,824
+141,981
| +39% | +$8.35M | 0.25% | 105 |
|
|
2021
Q2 | $22.7M | Buy |
359,843
+12,626
| +4% | +$796K | 0.21% | 118 |
|
|
2021
Q1 | $19.4M | Sell |
347,217
-32,870
| -9% | -$1.84M | 0.21% | 121 |
|
|
2020
Q4 | $15.7M | Buy |
380,087
+1,565
| +0.4% | +$64.5K | 0.21% | 115 |
|
|
2020
Q3 | $12.5M | Sell |
378,522
-43,857
| -10% | -$1.45M | 0.21% | 123 |
|
|
2020
Q2 | $18.5M | Buy |
422,379
+85,880
| +26% | +$3.75M | 0.3% | 87 |
|
|
2020
Q1 | $12.6M | Sell |
336,499
-117,499
| -26% | -$4.41M | 0.28% | 99 |
|
|
2019
Q4 | $32.2M | Buy |
453,998
+233,918
| +106% | +$16.6M | 0.51% | 48 |
|
|
2019
Q3 | $15.5M | Buy |
220,080
+24,738
| +13% | +$1.75M | 0.55% | 37 |
|
|
2019
Q2 | $15M | Buy |
195,342
+26,894
| +16% | +$2.06M | 0.55% | 36 |
|
|
2019
Q1 | $13.6M | Buy |
168,448
+8,959
| +6% | +$724K | 0.55% | 35 |
|
|
2018
Q4 | $10.9M | Sell |
159,489
-2,074
| -1% | -$141K | 0.58% | 34 |
|
|
2018
Q3 | $13.7M | Buy |
161,563
+9,403
| +6% | +$799K | 0.61% | 28 |
|
|
2018
Q2 | $12.6M | Buy |
152,160
+5,136
| +3% | +$425K | 0.7% | 21 |
|
|
2018
Q1 | $10.8M | Buy |
147,024
+6,046
| +4% | +$443K | 0.67% | 22 |
|
|
2017
Q4 | $11.8M | Buy |
140,978
+69,582
| +97% | +$5.82M | 0.71% | 21 |
|
|
2017
Q3 | $5.45M | Buy |
+71,396
| New | +$5.45M | 0.41% | 42 |
|