Cerity Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217M | Buy |
+2,014,446
| New | +$217M | 0.39% | 45 |
|
|
2025
Q1 | – | Sell |
-1,855,958
| Closed | -$202M | – | 2641 |
|
|
2024
Q4 | $202M | Sell |
1,855,958
-24,278
| -1% | -$2.64M | 0.44% | 42 |
|
|
2024
Q3 | $220M | Buy |
1,880,236
+198,815
| +12% | +$23.3M | 0.49% | 34 |
|
|
2024
Q2 | $194M | Buy |
1,681,421
+264,945
| +19% | +$30.5M | 0.51% | 36 |
|
|
2024
Q1 | $165M | Sell |
1,416,476
-155,597
| -10% | -$18.2M | 0.44% | 45 |
|
|
2023
Q4 | $120M | Buy |
1,572,073
+770,297
| +96% | +$59M | 0.4% | 52 |
|
|
2023
Q3 | $94.3M | Sell |
801,776
-302,362
| -27% | -$35.6M | 0.46% | 50 |
|
|
2023
Q2 | $118M | Buy |
1,104,138
+85,333
| +8% | +$9.15M | 0.46% | 45 |
|
|
2023
Q1 | $769M | Buy |
1,018,805
+164,187
| +19% | +$124M | 1.81% | 9 |
|
|
2022
Q4 | $96.6M | Buy |
854,618
+388,361
| +83% | +$43.9M | 0.62% | 31 |
|
|
2022
Q3 | $40.7M | Buy |
466,257
+123,595
| +36% | +$10.8M | 0.49% | 39 |
|
|
2022
Q2 | $29.3M | Buy |
342,662
+155,300
| +83% | +$13.3M | 0.32% | 65 |
|
|
2022
Q1 | $14.2M | Sell |
187,362
-10,308
| -5% | -$783K | 0.22% | 89 |
|
|
2021
Q4 | $11.2M | Buy |
197,670
+35,896
| +22% | +$2.03M | 0.17% | 112 |
|
|
2021
Q3 | $9.52M | Buy |
161,774
+10,890
| +7% | +$641K | 0.21% | 103 |
|
|
2021
Q2 | $9.52M | Sell |
150,884
-1,915
| -1% | -$121K | 0.21% | 99 |
|
|
2021
Q1 | $8.53M | Buy |
152,799
+3,917
| +3% | +$219K | 0.2% | 106 |
|
|
2020
Q4 | $6.14M | Sell |
148,882
-15,504
| -9% | -$639K | 0.2% | 109 |
|
|
2020
Q3 | $5.64M | Sell |
164,386
-12,765
| -7% | -$438K | 0.23% | 89 |
|
|
2020
Q2 | $7.92M | Sell |
177,151
-7,190
| -4% | -$322K | 0.44% | 45 |
|
|
2020
Q1 | $7M | Sell |
184,341
-29,996
| -14% | -$1.14M | 0.44% | 46 |
|
|
2019
Q4 | $15M | Sell |
214,337
-117,845
| -35% | -$8.22M | 0.76% | 24 |
|
|
2019
Q3 | $23.5M | Buy |
332,182
+15,113
| +5% | +$1.07M | 1.38% | 8 |
|
|
2019
Q2 | $24.3M | Buy |
317,069
+134,607
| +74% | +$10.3M | 1.53% | 8 |
|
|
2019
Q1 | $14.7M | Sell |
182,462
-20,198
| -10% | -$1.63M | 0.99% | 15 |
|
|
2018
Q4 | $13.8M | Sell |
202,660
-1,388
| -0.7% | -$94.6K | 0.93% | 17 |
|
|
2018
Q3 | $17.3M | Sell |
204,048
-294
| -0.1% | -$25K | 1.2% | 13 |
|
|
2018
Q2 | $16.9M | Sell |
204,342
-1,346
| -0.7% | -$111K | 1.25% | 11 |
|
|
2018
Q1 | $15.3M | Sell |
205,688
-50,981
| -20% | -$3.8M | 1.17% | 13 |
|
|
2017
Q4 | $21.5M | Sell |
256,669
-7,969
| -3% | -$667K | 1.44% | 10 |
|
|
2017
Q3 | $21.7M | Buy |
264,638
+16,028
| +6% | +$1.31M | 1.54% | 7 |
|
|
2017
Q2 | $20.1M | Buy |
248,610
+3,138
| +1% | +$253K | 1.68% | 10 |
|
|
2017
Q1 | $20.1M | Buy |
245,472
+105,965
| +76% | +$8.69M | 1.68% | 8 |
|
|
2016
Q4 | $12.6M | Buy |
+139,507
| New | +$12.6M | 17.33% | 1 |
|