Clarius Group LLC’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
$2.75M Sell
25,526
-1,575
-6% -$170K 0.16% 63
2025
Q1
$3.22M Buy
27,101
+2,303
+9% +$274K 0.2% 56
2024
Q4
$2.67M Buy
24,798
+467
+2% +$50.2K 0.18% 58
2024
Q3
$2.82M Sell
24,331
-316
-1% -$36.7K 0.2% 53
2024
Q2
$2.84M Buy
24,647
+725
+3% +$83.5K 0.2% 53
2024
Q1
$2.78M Sell
23,922
-2,584
-10% -$300K 0.19% 54
2023
Q4
$2.65M Sell
26,506
-1,735
-6% -$173K 0.22% 57
2023
Q3
$3.32M Sell
28,241
-10,674
-27% -$1.26M 0.32% 43
2023
Q2
$4.17M Sell
38,915
-188
-0.5% -$20.2K 0.32% 42
2023
Q1
$4.29M Buy
39,103
+1,902
+5% +$209K 0.36% 37
2022
Q4
$4.1M Buy
37,201
+1,485
+4% +$164K 0.37% 39
2022
Q3
$3.12M Buy
35,716
+1,340
+4% +$117K 0.31% 41
2022
Q2
$2.94M Buy
34,376
+1,412
+4% +$121K 0.29% 45
2022
Q1
$2.02M Hold
32,964
0.16% 75
2021
Q4
$2.02M Buy
32,964
+2,260
+7% +$138K 0.16% 75
2021
Q3
$1.81M Sell
30,704
-1,087
-3% -$63.9K 0.16% 74
2021
Q2
$2.01M Buy
31,791
+960
+3% +$60.5K 0.18% 65
2021
Q1
$1.72M Buy
30,831
+3,652
+13% +$204K 0.17% 68
2020
Q4
$1.12M Sell
27,179
-248
-0.9% -$10.2K 0.12% 88
2020
Q3
$942K Buy
27,427
+1,349
+5% +$46.3K 0.12% 87
2020
Q2
$1.17M Sell
26,078
-2,621
-9% -$117K 0.16% 71
2020
Q1
$1.09M Buy
28,699
+2,963
+12% +$113K 0.21% 60
2019
Q4
$1.78M Buy
25,736
+3,237
+14% +$224K 0.28% 51
2019
Q3
$1.59M Buy
22,499
+3,593
+19% +$254K 0.29% 50
2019
Q2
$1.45M Buy
18,906
+2,130
+13% +$163K 0.29% 52
2019
Q1
$1.36M Buy
16,776
+7,441
+80% +$601K 0.33% 46
2018
Q4
$637K Buy
9,335
+2,541
+37% +$173K 0.23% 53
2018
Q3
$578K Buy
+6,794
New +$578K 0.2% 55
2017
Q3
Sell
-5,189
Closed -$419K 99
2017
Q2
$419K Sell
5,189
-1,161
-18% -$93.7K 0.17% 57
2017
Q1
$519K Buy
+6,350
New +$519K 0.21% 51
2016
Q3
Sell
-6,893
Closed -$646K 99
2016
Q2
$646K Buy
6,893
+112
+2% +$10.5K 0.34% 37
2016
Q1
$566K Buy
6,781
+848
+14% +$70.8K 0.31% 39
2015
Q4
$462K Buy
+5,933
New +$462K 0.27% 38