Charter Research & Investment Group’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 | $3.36M | Sell |
31,204
-950
| -3% | -$102K | 2.51% | 12 |
|
|
2025
Q1 | $3.82M | Sell |
32,154
-80
| -0.2% | -$9.51K | 2.93% | 9 |
|
|
2024
Q4 | $3.47M | Sell |
32,234
-779
| -2% | -$83.8K | 2.64% | 11 |
|
|
2024
Q3 | $3.87M | Buy |
33,013
+98
| +0.3% | +$11.5K | 2.85% | 10 |
|
|
2024
Q2 | $3.79M | Sell |
32,915
-110
| -0.3% | -$12.7K | 2.99% | 9 |
|
|
2024
Q1 | $3.84M | Sell |
33,025
-440
| -1% | -$51.1K | 3.04% | 9 |
|
|
2023
Q4 | $3.35M | Hold |
33,465
| – | – | 2.78% | 8 |
|
|
2023
Q3 | $3.93M | Sell |
33,465
-240
| -0.7% | -$28.2K | 3.54% | 6 |
|
|
2023
Q2 | $3.61M | Sell |
33,705
-139
| -0.4% | -$14.9K | 3% | 8 |
|
|
2023
Q1 | $3.71M | Buy |
33,844
+49
| +0.1% | +$5.37K | 3.25% | 8 |
|
|
2022
Q4 | $3.73M | Buy |
33,795
+305
| +0.9% | +$33.6K | 3.58% | 8 |
|
|
2022
Q3 | $2.92M | Sell |
33,490
-382
| -1% | -$33.4K | 2.96% | 10 |
|
|
2022
Q2 | $2.9M | Sell |
33,872
-7
| -0% | -$600 | 2.64% | 11 |
|
|
2022
Q1 | $2.8M | Sell |
33,879
-108
| -0.3% | -$8.92K | 2.27% | 13 |
|
|
2021
Q4 | $2.08M | Sell |
33,987
-2,036
| -6% | -$125K | 1.64% | 21 |
|
|
2021
Q3 | $2.12M | Sell |
36,023
-50
| -0.1% | -$2.94K | 1.76% | 19 |
|
|
2021
Q2 | $2.28M | Sell |
36,073
-350
| -1% | -$22.1K | 1.89% | 19 |
|
|
2021
Q1 | $2.03M | Hold |
36,423
| – | – | 1.78% | 20 |
|
|
2020
Q4 | $1.5M | Sell |
36,423
-800
| -2% | -$33K | 1.44% | 24 |
|
|
2020
Q3 | $1.28M | Sell |
37,223
-3,825
| -9% | -$131K | 1.4% | 23 |
|
|
2020
Q2 | $1.84M | Buy |
41,048
+445
| +1% | +$19.9K | 2.12% | 15 |
|
|
2020
Q1 | $1.54M | Buy |
40,603
+320
| +0.8% | +$12.2K | 2.03% | 18 |
|
|
2019
Q4 | $2.81M | Sell |
40,283
-2,501
| -6% | -$175K | 2.86% | 11 |
|
|
2019
Q3 | $3.02M | Buy |
42,784
+6,207
| +17% | +$438K | 3.27% | 8 |
|
|
2019
Q2 | $2.8M | Sell |
36,577
-490
| -1% | -$37.6K | 3.12% | 8 |
|
|
2019
Q1 | $3M | Buy |
37,067
+55
| +0.1% | +$4.44K | 3.31% | 7 |
|
|
2018
Q4 | $2.52M | Sell |
37,012
-975
| -3% | -$66.5K | 3.19% | 6 |
|
|
2018
Q3 | $3.23M | Sell |
37,987
-2,525
| -6% | -$215K | 3.52% | 5 |
|
|
2018
Q2 | $3.35M | Sell |
40,512
-65
| -0.2% | -$5.38K | 3.84% | 4 |
|
|
2018
Q1 | $3.03M | Buy |
40,577
+10,121
| +33% | +$755K | 3.61% | 5 |
|
|
2017
Q4 | $2.55M | Buy |
+30,456
| New | +$2.55M | 2.86% | 11 |
|
|
2016
Q3 | $2.62M | Sell |
30,051
-275
| -0.9% | -$24K | 3.08% | 8 |
|
|
2016
Q2 | $2.84M | Sell |
30,326
-2,675
| -8% | -$251K | 3.25% | 8 |
|
|
2016
Q1 | $2.76M | Sell |
33,001
-25
| -0.1% | -$2.09K | 3.16% | 7 |
|
|
2015
Q4 | $2.58M | Sell |
33,026
-500
| -1% | -$39K | 2.99% | 9 |
|
|
2015
Q3 | $2.49M | Hold |
33,526
| – | – | 3.29% | 11 |
|
|
2015
Q2 | $2.79M | Hold |
33,526
| – | – | 3.1% | 8 |
|
|
2015
Q1 | $2.85M | Hold |
33,526
| – | – | 3.15% | 9 |
|
|
2014
Q4 | $3.1M | Buy |
+33,526
| New | +$3.1M | 3.39% | 6 |
|