CPIG
Chicago Partners Investment Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.19M | Buy |
65,426
+146
| +0.2% | +$16.1K | 0.21% | 96 |
|
|
2025
Q1 | $6.83M | Buy |
65,280
+595
| +0.9% | +$62.2K | 0.23% | 94 |
|
|
2024
Q4 | $6.92M | Buy |
64,685
+1,196
| +2% | +$128K | 0.23% | 92 |
|
|
2024
Q3 | $7.64M | Sell |
63,489
-1,859
| -3% | -$224K | 0.27% | 81 |
|
|
2024
Q2 | $7.72M | Buy |
65,348
+4,009
| +7% | +$474K | 0.3% | 77 |
|
|
2024
Q1 | $7.42M | Buy |
61,339
+494
| +0.8% | +$59.8K | 0.32% | 74 |
|
|
2023
Q4 | $6.06M | Buy |
60,845
+3,106
| +5% | +$309K | 0.28% | 79 |
|
|
2023
Q3 | $6.32M | Sell |
57,739
-953
| -2% | -$104K | 0.34% | 70 |
|
|
2023
Q2 | $6.18M | Buy |
58,692
+7,870
| +15% | +$829K | 0.32% | 70 |
|
|
2023
Q1 | $6.01M | Buy |
50,822
+1,040
| +2% | +$123K | 0.35% | 66 |
|
|
2022
Q4 | $5.72M | Sell |
49,782
-4,245
| -8% | -$488K | 0.35% | 63 |
|
|
2022
Q3 | $6.14M | Buy |
54,027
+2,048
| +4% | +$233K | 0.44% | 54 |
|
|
2022
Q2 | $5.04M | Buy |
51,979
+3,101
| +6% | +$301K | 0.36% | 60 |
|
|
2022
Q1 | $4.43M | Sell |
48,878
-39
| -0.1% | -$3.54K | 0.34% | 69 |
|
|
2021
Q4 | $3.86M | Sell |
48,917
-1,476
| -3% | -$117K | 0.27% | 80 |
|
|
2021
Q3 | $3.24M | Sell |
50,393
-459
| -0.9% | -$29.5K | 0.23% | 90 |
|
|
2021
Q2 | $2.97M | Sell |
50,852
-1,637
| -3% | -$95.7K | 0.22% | 85 |
|
|
2021
Q1 | $2.92M | Buy |
52,489
+204
| +0.4% | +$11.4K | 0.24% | 82 |
|
|
2020
Q4 | $2.48M | Buy |
52,285
+1,887
| +4% | +$89.5K | 0.24% | 81 |
|
|
2020
Q3 | $1.68M | Sell |
50,398
-5,579
| -10% | -$186K | 0.2% | 93 |
|
|
2020
Q2 | $2.47M | Buy |
55,977
+2,321
| +4% | +$102K | 0.31% | 56 |
|
|
2020
Q1 | $2.32M | Buy |
53,656
+7,834
| +17% | +$339K | 0.36% | 52 |
|
|
2019
Q4 | $3.15M | Buy |
45,822
+2,889
| +7% | +$199K | 0.39% | 50 |
|
|
2019
Q3 | $2.97M | Sell |
42,933
-140
| -0.3% | -$9.67K | 0.42% | 49 |
|
|
2019
Q2 | $3.23M | Buy |
43,073
+319
| +0.7% | +$23.9K | 0.46% | 47 |
|
|
2019
Q1 | $3.47M | Sell |
42,754
-3,509
| -8% | -$285K | 0.51% | 43 |
|
|
2018
Q4 | $3.33M | Sell |
46,263
-1,044
| -2% | -$75.2K | 0.49% | 48 |
|
|
2018
Q3 | $3.65M | Buy |
47,307
+21,245
| +82% | +$1.64M | 0.54% | 39 |
|
|
2018
Q2 | $2.16M | Buy |
26,062
+3,409
| +15% | +$282K | 0.33% | 54 |
|
|
2018
Q1 | $1.69M | Sell |
22,653
-145
| -0.6% | -$10.8K | 0.29% | 64 |
|
|
2017
Q4 | $1.91M | Sell |
22,798
-380
| -2% | -$31.8K | 0.31% | 60 |
|
|
2017
Q3 | $1.9M | Buy |
23,178
+15,584
| +205% | +$1.28M | 0.32% | 56 |
|
|
2017
Q2 | $650K | Sell |
7,594
-13,346
| -64% | -$1.14M | 0.17% | 95 |
|
|
2017
Q1 | $1.72M | Sell |
20,940
-213
| -1% | -$17.5K | 0.49% | 46 |
|
|
2016
Q4 | $1.91M | Buy |
21,153
+126
| +0.6% | +$11.4K | 0.7% | 33 |
|
|
2016
Q3 | $1.84M | Buy |
21,027
+4,891
| +30% | +$427K | 0.73% | 31 |
|
|
2016
Q2 | $1.51M | Buy |
16,136
+1,741
| +12% | +$163K | 0.73% | 32 |
|
|
2016
Q1 | $1.2M | Sell |
14,395
-31
| -0.2% | -$2.59K | 0.62% | 43 |
|
|
2015
Q4 | $1.12M | Buy |
14,426
+1,024
| +8% | +$79.8K | 0.54% | 45 |
|
|
2015
Q3 | $996K | Buy |
13,402
+69
| +0.5% | +$5.13K | 0.56% | 43 |
|
|
2015
Q2 | $1.11M | Buy |
13,333
+159
| +1% | +$13.2K | 0.5% | 46 |
|
|
2015
Q1 | $1.22M | Sell |
13,174
-1,156
| -8% | -$107K | 0.54% | 45 |
|
|
2014
Q4 | $1.33M | Buy |
+14,330
| New | +$1.33M | 0.56% | 39 |
|