Chesley Taft & Associates’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 | $13.3M | Buy |
123,565
+28
| +0% | +$3.02K | 0.59% | 47 |
|
|
2025
Q1 | $14.7M | Buy |
123,537
+555
| +0.5% | +$66K | 0.71% | 42 |
|
|
2024
Q4 | $13.2M | Sell |
122,982
-54
| -0% | -$5.81K | 0.61% | 48 |
|
|
2024
Q3 | $14.4M | Sell |
123,036
-2,038
| -2% | -$239K | 0.69% | 43 |
|
|
2024
Q2 | $14.4M | Sell |
125,074
-504
| -0.4% | -$58K | 0.72% | 42 |
|
|
2024
Q1 | $14.6M | Sell |
125,578
-1,986
| -2% | -$231K | 0.75% | 42 |
|
|
2023
Q4 | $12.8M | Sell |
127,564
-1,688
| -1% | -$169K | 0.72% | 42 |
|
|
2023
Q3 | $15.2M | Sell |
129,252
-220
| -0.2% | -$25.9K | 0.99% | 32 |
|
|
2023
Q2 | $13.9M | Sell |
129,472
-3,772
| -3% | -$405K | 0.85% | 37 |
|
|
2023
Q1 | $14.6M | Buy |
133,244
+471
| +0.4% | +$51.7K | 0.96% | 31 |
|
|
2022
Q4 | $14.6M | Sell |
132,773
-370
| -0.3% | -$40.8K | 1.01% | 28 |
|
|
2022
Q3 | $11.6M | Sell |
133,143
-2,258
| -2% | -$197K | 0.86% | 33 |
|
|
2022
Q2 | $11.6M | Sell |
135,401
-1,175
| -0.9% | -$101K | 0.79% | 36 |
|
|
2022
Q1 | $11.7M | Sell |
136,576
-1,350
| -1% | -$116K | 0.68% | 42 |
|
|
2021
Q4 | $8.44M | Buy |
137,926
+1,921
| +1% | +$118K | 0.44% | 62 |
|
|
2021
Q3 | $8M | Buy |
136,005
+10,356
| +8% | +$609K | 0.46% | 60 |
|
|
2021
Q2 | $7.93M | Sell |
125,649
-560
| -0.4% | -$35.3K | 0.46% | 62 |
|
|
2021
Q1 | $7.13M | Buy |
126,209
+8,235
| +7% | +$465K | 0.43% | 64 |
|
|
2020
Q4 | $4.86M | Sell |
117,974
-6,689
| -5% | -$276K | 0.31% | 75 |
|
|
2020
Q3 | $4.28M | Sell |
124,663
-13,916
| -10% | -$478K | 0.3% | 76 |
|
|
2020
Q2 | $6.2M | Sell |
138,579
-1,698
| -1% | -$75.9K | 0.47% | 57 |
|
|
2020
Q1 | $5.33M | Sell |
140,277
-22,057
| -14% | -$837K | 0.48% | 59 |
|
|
2019
Q4 | $11.3M | Sell |
162,334
-6,499
| -4% | -$454K | 0.81% | 38 |
|
|
2019
Q3 | $11.9M | Sell |
168,833
-7,959
| -5% | -$562K | 0.92% | 34 |
|
|
2019
Q2 | $13.5M | Buy |
176,792
+1,440
| +0.8% | +$110K | 1.06% | 31 |
|
|
2019
Q1 | $14.2M | Sell |
175,352
-4,708
| -3% | -$380K | 1.18% | 30 |
|
|
2018
Q4 | $12.3M | Sell |
180,060
-5,775
| -3% | -$394K | 1.19% | 29 |
|
|
2018
Q3 | $15.8M | Sell |
185,835
-13,186
| -7% | -$1.12M | 1.26% | 22 |
|
|
2018
Q2 | $16.5M | Sell |
199,021
-15,827
| -7% | -$1.31M | 1.42% | 18 |
|
|
2018
Q1 | $16M | Sell |
214,848
-19,928
| -8% | -$1.49M | 1.42% | 18 |
|
|
2017
Q4 | $19.6M | Sell |
234,776
-49,309
| -17% | -$4.12M | 1.66% | 9 |
|
|
2017
Q3 | $23.3M | Sell |
284,085
-1,157
| -0.4% | -$94.9K | 2.01% | 7 |
|
|
2017
Q2 | $23M | Sell |
285,242
-1,404
| -0.5% | -$113K | 2.08% | 7 |
|
|
2017
Q1 | $23.5M | Buy |
286,646
+8,937
| +3% | +$733K | 2.21% | 6 |
|
|
2016
Q4 | $25.1M | Buy |
277,709
+1,754
| +0.6% | +$158K | 2.48% | 5 |
|
|
2016
Q3 | $24.1M | Buy |
275,955
+3,183
| +1% | +$278K | 2.43% | 6 |
|
|
2016
Q2 | $25.6M | Sell |
272,772
-3,220
| -1% | -$302K | 2.62% | 4 |
|
|
2016
Q1 | $23.1M | Buy |
275,992
+4,331
| +2% | +$362K | 2.43% | 5 |
|
|
2015
Q4 | $21.2M | Buy |
271,661
+13,900
| +5% | +$1.08M | 2.22% | 6 |
|
|
2015
Q3 | $19.2M | Buy |
257,761
+12,857
| +5% | +$956K | 2.09% | 9 |
|
|
2015
Q2 | $20.4M | Buy |
244,904
+3,250
| +1% | +$270K | 2.08% | 7 |
|
|
2015
Q1 | $20.5M | Sell |
241,654
-2,150
| -0.9% | -$183K | 2.11% | 6 |
|
|
2014
Q4 | $22.5M | Sell |
243,804
-9,849
| -4% | -$911K | 2.28% | 4 |
|
|
2014
Q3 | $23.9M | Sell |
253,653
-3,645
| -1% | -$343K | 2.5% | 3 |
|
|
2014
Q2 | $25.9M | Buy |
257,298
+2,286
| +0.9% | +$230K | 2.68% | 1 |
|
|
2014
Q1 | $24.9M | Sell |
255,012
-3,052
| -1% | -$298K | 2.67% | 2 |
|
|
2013
Q4 | $26.1M | Buy |
258,064
+7,007
| +3% | +$709K | 2.6% | 2 |
|
|
2013
Q3 | $21.6M | Sell |
251,057
-41,715
| -14% | -$3.59M | 2.36% | 2 |
|
|
2013
Q2 | $26.5M | Buy |
+292,772
| New | +$26.5M | 3.07% | 1 |
|