Cobblestone Capital Advisors’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 | $5.19M | Buy |
48,100
+827
| +2% | +$89.2K | 0.27% | 54 |
|
|
2025
Q1 | $5.62M | Sell |
47,273
-1,039
| -2% | -$124K | 0.31% | 50 |
|
|
2024
Q4 | $5.2M | Sell |
48,312
-288
| -0.6% | -$31K | 0.28% | 50 |
|
|
2024
Q3 | $5.7M | Buy |
48,600
+76
| +0.2% | +$8.91K | 0.32% | 49 |
|
|
2024
Q2 | $5.59M | Buy |
48,524
+396
| +0.8% | +$45.6K | 0.34% | 48 |
|
|
2024
Q1 | $5.59M | Buy |
48,128
+1,023
| +2% | +$119K | 0.35% | 46 |
|
|
2023
Q4 | $4.71M | Sell |
47,105
-1,983
| -4% | -$198K | 0.31% | 51 |
|
|
2023
Q3 | $5.77M | Buy |
49,088
+1,932
| +4% | +$227K | 0.43% | 45 |
|
|
2023
Q2 | $5.06M | Sell |
47,156
-635
| -1% | -$68.1K | 0.36% | 48 |
|
|
2023
Q1 | $5.24M | Sell |
47,791
-268
| -0.6% | -$29.4K | 0.39% | 47 |
|
|
2022
Q4 | $5.3M | Sell |
48,059
-1,057
| -2% | -$117K | 0.4% | 52 |
|
|
2022
Q3 | $4.29M | Sell |
49,116
-969
| -2% | -$84.6K | 0.36% | 46 |
|
|
2022
Q2 | $4.29M | Sell |
50,085
-41
| -0.1% | -$3.51K | 0.33% | 49 |
|
|
2022
Q1 | $4.14M | Sell |
50,126
-498
| -1% | -$41.1K | 0.28% | 49 |
|
|
2021
Q4 | $3.1M | Sell |
50,624
-521
| -1% | -$31.9K | 0.2% | 56 |
|
|
2021
Q3 | $3.01M | Sell |
51,145
-870
| -2% | -$51.2K | 0.21% | 55 |
|
|
2021
Q2 | $3.28M | Sell |
52,015
-601
| -1% | -$37.9K | 0.22% | 53 |
|
|
2021
Q1 | $2.94M | Buy |
52,616
+3,935
| +8% | +$220K | 0.21% | 56 |
|
|
2020
Q4 | $2.01M | Sell |
48,681
-903
| -2% | -$37.2K | 0.15% | 66 |
|
|
2020
Q3 | $1.7M | Sell |
49,584
-9,203
| -16% | -$316K | 0.15% | 71 |
|
|
2020
Q2 | $2.63M | Buy |
58,787
+1,842
| +3% | +$82.4K | 0.24% | 57 |
|
|
2020
Q1 | $2.16M | Sell |
56,945
-5,599
| -9% | -$213K | 0.23% | 61 |
|
|
2019
Q4 | $4.36M | Sell |
62,544
-877
| -1% | -$61.2K | 0.4% | 48 |
|
|
2019
Q3 | $4.48M | Sell |
63,421
-2,255
| -3% | -$159K | 0.45% | 46 |
|
|
2019
Q2 | $5.03M | Buy |
65,676
+2,861
| +5% | +$219K | 0.45% | 50 |
|
|
2019
Q1 | $5.08M | Buy |
62,815
+1,327
| +2% | +$107K | 0.47% | 50 |
|
|
2018
Q4 | $4.19M | Sell |
61,488
-1,999
| -3% | -$136K | 0.43% | 54 |
|
|
2018
Q3 | $5.4M | Sell |
63,487
-4,259
| -6% | -$362K | 0.51% | 46 |
|
|
2018
Q2 | $5.61M | Sell |
67,746
-3,783
| -5% | -$313K | 0.55% | 47 |
|
|
2018
Q1 | $5.34M | Buy |
71,529
+4,244
| +6% | +$317K | 0.54% | 47 |
|
|
2017
Q4 | $5.63M | Buy |
67,285
+28,100
| +72% | +$2.35M | 0.56% | 48 |
|
|
2017
Q3 | $3.21M | Buy |
39,185
+4,054
| +12% | +$332K | 0.4% | 56 |
|
|
2017
Q2 | $2.84M | Buy |
35,131
+6,794
| +24% | +$548K | 0.37% | 57 |
|
|
2017
Q1 | $2.32M | Sell |
28,337
-6,109
| -18% | -$501K | 0.31% | 61 |
|
|
2016
Q4 | $3.11M | Buy |
34,446
+441
| +1% | +$39.8K | 0.43% | 53 |
|
|
2016
Q3 | $2.97M | Buy |
34,005
+172
| +0.5% | +$15K | 0.42% | 56 |
|
|
2016
Q2 | $3.17M | Buy |
33,833
+740
| +2% | +$69.4K | 0.45% | 55 |
|
|
2016
Q1 | $2.77M | Sell |
33,093
-400
| -1% | -$33.4K | 0.4% | 56 |
|
|
2015
Q4 | $2.61M | Buy |
33,493
+1,618
| +5% | +$126K | 0.39% | 59 |
|
|
2015
Q3 | $2.37M | Sell |
31,875
-554
| -2% | -$41.2K | 0.38% | 56 |
|
|
2015
Q2 | $2.7M | Sell |
32,429
-695
| -2% | -$57.8K | 0.41% | 52 |
|
|
2015
Q1 | $2.82M | Sell |
33,124
-2,812
| -8% | -$239K | 0.44% | 51 |
|
|
2014
Q4 | $3.32M | Buy |
35,936
+2,252
| +7% | +$208K | 0.59% | 51 |
|
|
2014
Q3 | $3.17M | Sell |
33,684
-2,375
| -7% | -$223K | 0.58% | 52 |
|
|
2014
Q2 | $3.63M | Sell |
36,059
-1,248
| -3% | -$126K | 0.68% | 47 |
|
|
2014
Q1 | $3.64M | Sell |
37,307
-1,053
| -3% | -$103K | 0.7% | 49 |
|
|
2013
Q4 | $3.88M | Sell |
38,360
-894
| -2% | -$90.5K | 0.74% | 47 |
|
|
2013
Q3 | $3.38M | Sell |
39,254
-513
| -1% | -$44.1K | 0.69% | 50 |
|
|
2013
Q2 | $3.59M | Buy |
+39,767
| New | +$3.59M | 0.79% | 47 |
|