CIA
Choate Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
118,155
+3,560
| +3% | +$384K | 0.28% | 47 |
|
|
2025
Q1 | $13.6M | Sell |
114,595
-4,802
| -4% | -$571K | 0.34% | 44 |
|
|
2024
Q4 | $12.8M | Buy |
119,397
+6,717
| +6% | +$723K | 0.31% | 43 |
|
|
2024
Q3 | $13.2M | Sell |
112,680
-729
| -0.6% | -$85.5K | 0.34% | 43 |
|
|
2024
Q2 | $13.1M | Buy |
113,409
+18,697
| +20% | +$2.15M | 0.34% | 42 |
|
|
2024
Q1 | $11M | Buy |
94,712
+2,238
| +2% | +$260K | 0.3% | 43 |
|
|
2023
Q4 | $9.25M | Buy |
92,474
+4,740
| +5% | +$474K | 0.29% | 42 |
|
|
2023
Q3 | $10.3M | Sell |
87,734
-3,843
| -4% | -$452K | 0.4% | 25 |
|
|
2023
Q2 | $9.82M | Buy |
91,577
+4,560
| +5% | +$489K | 0.41% | 23 |
|
|
2023
Q1 | $9.54M | Sell |
87,017
-1,900
| -2% | -$208K | 0.46% | 23 |
|
|
2022
Q4 | $9.81M | Buy |
88,917
+4,417
| +5% | +$487K | 0.59% | 20 |
|
|
2022
Q3 | $7.38M | Sell |
84,500
-844
| -1% | -$73.7K | 0.49% | 22 |
|
|
2022
Q2 | $7.31M | Sell |
85,344
-4,089
| -5% | -$350K | 0.44% | 23 |
|
|
2022
Q1 | $7.39M | Buy |
89,433
+1,393
| +2% | +$115K | 0.39% | 23 |
|
|
2021
Q4 | $5.39M | Sell |
88,040
-1,647
| -2% | -$101K | 0.31% | 27 |
|
|
2021
Q3 | $5.28M | Buy |
89,687
+13,402
| +18% | +$788K | 0.34% | 27 |
|
|
2021
Q2 | $4.81M | Sell |
76,285
-2,608
| -3% | -$165K | 0.29% | 32 |
|
|
2021
Q1 | $4.41M | Buy |
78,893
+817
| +1% | +$45.6K | 0.27% | 36 |
|
|
2020
Q4 | $3.22M | Sell |
78,076
-13,366
| -15% | -$551K | 0.2% | 47 |
|
|
2020
Q3 | $3.14M | Sell |
91,442
-7,951
| -8% | -$273K | 0.2% | 44 |
|
|
2020
Q2 | $4.45M | Sell |
99,393
-6,919
| -7% | -$309K | 0.32% | 31 |
|
|
2020
Q1 | $4.04M | Sell |
106,312
-7,015
| -6% | -$266K | 0.32% | 37 |
|
|
2019
Q4 | $7.91M | Sell |
113,327
-15,001
| -12% | -$1.05M | 0.48% | 27 |
|
|
2019
Q3 | $9.06M | Buy |
128,328
+68
| +0.1% | +$4.8K | 0.56% | 24 |
|
|
2019
Q2 | $9.83M | Sell |
128,260
-1,854
| -1% | -$142K | 0.59% | 26 |
|
|
2019
Q1 | $10.5M | Buy |
130,114
+14,836
| +13% | +$1.2M | 0.62% | 21 |
|
|
2018
Q4 | $7.86M | Sell |
115,278
-11,153
| -9% | -$761K | 0.51% | 28 |
|
|
2018
Q3 | $10.7M | Sell |
126,431
-1,539
| -1% | -$131K | 0.59% | 22 |
|
|
2018
Q2 | $10.6M | Buy |
127,970
+5,695
| +5% | +$471K | 0.61% | 24 |
|
|
2018
Q1 | $9.12M | Sell |
122,275
-9,042
| -7% | -$675K | 0.49% | 32 |
|
|
2017
Q4 | $11M | Sell |
131,317
-5,506
| -4% | -$461K | 0.56% | 26 |
|
|
2017
Q3 | $11.2M | Sell |
136,823
-2,554
| -2% | -$209K | 0.61% | 24 |
|
|
2017
Q2 | $11.3M | Sell |
139,377
-6,824
| -5% | -$551K | 0.64% | 25 |
|
|
2017
Q1 | $12M | Sell |
146,201
-5,491
| -4% | -$450K | 0.7% | 24 |
|
|
2016
Q4 | $13.7M | Sell |
151,692
-1,539
| -1% | -$139K | 0.87% | 18 |
|
|
2016
Q3 | $13.4M | Buy |
153,231
+1,429
| +0.9% | +$125K | 0.88% | 16 |
|
|
2016
Q2 | $14.2M | Sell |
151,802
-2,294
| -1% | -$215K | 0.99% | 16 |
|
|
2016
Q1 | $12.9M | Buy |
154,096
+6,929
| +5% | +$579K | 0.89% | 16 |
|
|
2015
Q4 | $13.6M | Sell |
147,167
-10,300
| -7% | -$952K | 0.99% | 18 |
|
|
2015
Q3 | $11.7M | Sell |
157,467
-4,048
| -3% | -$301K | 0.8% | 15 |
|
|
2015
Q2 | $13.4M | Sell |
161,515
-5,266
| -3% | -$438K | 0.78% | 17 |
|
|
2015
Q1 | $14.2M | Buy |
166,781
+19,114
| +13% | +$1.62M | 0.8% | 17 |
|
|
2014
Q4 | $13.7M | Sell |
147,667
-1,565
| -1% | -$145K | 0.8% | 18 |
|
|
2014
Q3 | $14M | Buy |
149,232
+4,188
| +3% | +$394K | 0.85% | 16 |
|
|
2014
Q2 | $14.6M | Sell |
145,044
-26,184
| -15% | -$2.64M | 0.86% | 16 |
|
|
2014
Q1 | $16.7M | Buy |
171,228
+7,653
| +5% | +$748K | 1.04% | 16 |
|
|
2013
Q4 | $16.6M | Buy |
163,575
+1,718
| +1% | +$174K | 1.08% | 16 |
|
|
2013
Q3 | $13.9M | Sell |
161,857
-2,678
| -2% | -$230K | 1.03% | 16 |
|
|
2013
Q2 | $14.9M | Buy |
+164,535
| New | +$14.9M | 1.19% | 13 |
|