Centerpoint Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $930K | Sell |
5,479
-340
| -6% | -$49.6K | 0.3% | 38 |
|
|
2025
Q4 | $700K | Sell |
5,819
-148
| -2% | -$17.2K | 0.22% | 45 |
|
|
2025
Q3 | $673K | Sell |
5,967
-69
| -1% | -$7.67K | 0.21% | 47 |
|
|
2025
Q2 | $651K | Sell |
6,036
-125
| -2% | -$13.4K | 0.22% | 44 |
|
|
2025
Q1 | $733K | Sell |
6,161
-295
| -5% | -$32.6K | 0.27% | 39 |
|
|
2024
Q4 | $694K | Sell |
6,456
-581
| -8% | -$68K | 0.24% | 44 |
|
|
2024
Q3 | $825K | Buy |
7,037
+32
| +0.5% | +$3.69K | 0.29% | 40 |
|
|
2024
Q2 | $806K | Buy |
7,005
+861
| +14% | +$100K | 0.29% | 39 |
|
|
2024
Q1 | $714K | Sell |
6,144
-1,154
| -16% | -$121K | 0.27% | 40 |
|
|
2023
Q4 | $730K | Sell |
7,298
-183
| -2% | -$19.2K | 0.29% | 42 |
|
|
2023
Q3 | $880K | Sell |
7,481
-245
| -3% | -$26.9K | 0.37% | 34 |
|
|
2023
Q2 | $829K | Sell |
7,726
-400
| -5% | -$43.6K | 0.34% | 41 |
|
|
2023
Q1 | $891K | Buy |
8,126
+980
| +14% | +$108K | 0.39% | 35 |
|
|
2022
Q4 | $788K | Sell |
7,146
-450
| -6% | -$48.2K | 0.37% | 35 |
|
|
2022
Q3 | $663K | Buy |
7,596
+49
| +0.6% | +$4.47K | 0.35% | 34 |
|
|
2022
Q2 | $646K | Buy |
7,547
+191
| +3% | +$17.2K | 0.33% | 36 |
|
|
2022
Q1 | $608K | Sell |
7,356
-11,143
| -60% | -$866K | 0.28% | 39 |
|
|
2021
Q4 | $1.13M | Buy |
18,499
+14,540
| +367% | +$909K | 0.5% | 26 |
|
|
2021
Q3 | $233K | Buy |
3,959
+73
| +2% | +$4.16K | 0.11% | 74 |
|
|
2021
Q2 | $245K | Sell |
3,886
-4
| -0.1% | -$239 | 0.12% | 77 |
|
|
2021
Q1 | $217K | Buy |
3,890
+2
| +0.1% | +$105 | 0.13% | 54 |
|
|
2020
Q4 | $160K | Sell |
3,888
-78
| -2% | -$2.92K | 0.1% | 57 |
|
|
2020
Q3 | $136K | Buy |
3,966
+4
| +0.1% | +$164 | 0.1% | 58 |
|
|
2020
Q2 | $177K | Buy |
3,962
+3
| +0.1% | +$135 | 0.14% | 47 |
|
|
2020
Q1 | $150K | Sell |
3,959
-562
| -12% | -$31K | 0.15% | 41 |
|
|
2019
Q4 | $315K | Hold |
4,521
| – | – | 0.23% | 34 |
|
|
2019
Q3 | $319K | Hold |
4,521
| – | – | 0.25% | 32 |
|
|
2019
Q2 | $346K | Sell |
4,521
-460
| -9% | -$35.6K | 0.28% | 33 |
|
|
2019
Q1 | $402K | Buy |
4,981
+560
| +13% | +$42.7K | 0.34% | 27 |
|
|
2018
Q4 | $301K | Sell |
4,421
-4,180
| -49% | -$328K | 0.29% | 32 |
|
|
2018
Q3 | $731K | Sell |
8,601
-400
| -4% | -$32.7K | 0.58% | 15 |
|
|
2018
Q2 | $745K | Buy |
9,001
+192
| +2% | +$15.3K | 0.62% | 15 |
|
|
2018
Q1 | $657K | Buy |
8,809
+4,893
| +125% | +$391K | 0.57% | 15 |
|
|
2017
Q4 | $328K | Buy |
+3,916
| New | +$324K | 0.29% | 23 |
|
Other funds holding XOM
VCM
VPM
