CAM
Congress Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Sell |
50,441
-2,234
| -4% | -$241K | 0.04% | 224 |
|
|
2025
Q1 | $6.26M | Sell |
52,675
-44,295
| -46% | -$5.27M | 0.05% | 212 |
|
|
2024
Q4 | $10.4M | Sell |
96,970
-851,826
| -90% | -$91.6M | 0.07% | 192 |
|
|
2024
Q3 | $111M | Buy |
948,796
+8,770
| +0.9% | +$1.03M | 0.76% | 59 |
|
|
2024
Q2 | $108M | Buy |
940,026
+918,199
| +4,207% | +$106M | 0.78% | 57 |
|
|
2024
Q1 | $2.54M | Sell |
21,827
-154
| -0.7% | -$17.9K | 0.02% | 266 |
|
|
2023
Q4 | $2.2M | Buy |
21,981
+990
| +5% | +$99K | 0.02% | 288 |
|
|
2023
Q3 | $2.47M | Buy |
20,991
+15
| +0.1% | +$1.76K | 0.02% | 269 |
|
|
2023
Q2 | $2.25M | Hold |
20,976
| – | – | 0.02% | 275 |
|
|
2023
Q1 | $2.3M | Sell |
20,976
-125
| -0.6% | -$13.7K | 0.02% | 274 |
|
|
2022
Q4 | $2.33M | Sell |
21,101
-152
| -0.7% | -$16.8K | 0.02% | 271 |
|
|
2022
Q3 | $1.86M | Buy |
21,253
+930
| +5% | +$81.2K | 0.02% | 275 |
|
|
2022
Q2 | $1.74M | Sell |
20,323
-225
| -1% | -$19.3K | 0.02% | 288 |
|
|
2022
Q1 | $1.7M | Sell |
20,548
-88
| -0.4% | -$7.27K | 0.01% | 296 |
|
|
2021
Q4 | $1.26M | Sell |
20,636
-257
| -1% | -$15.7K | 0.01% | 310 |
|
|
2021
Q3 | $1.23M | Sell |
20,893
-1,013
| -5% | -$59.6K | 0.01% | 295 |
|
|
2021
Q2 | $1.38M | Sell |
21,906
-95
| -0.4% | -$5.99K | 0.01% | 292 |
|
|
2021
Q1 | $1.23M | Sell |
22,001
-6,324
| -22% | -$353K | 0.01% | 288 |
|
|
2020
Q4 | $1.17M | Sell |
28,325
-102,870
| -78% | -$4.24M | 0.01% | 271 |
|
|
2020
Q3 | $4.5M | Buy |
131,195
+6,153
| +5% | +$211K | 0.05% | 176 |
|
|
2020
Q2 | $5.59M | Sell |
125,042
-1,661
| -1% | -$74.3K | 0.07% | 149 |
|
|
2020
Q1 | $4.81M | Buy |
126,703
+36,124
| +40% | +$1.37M | 0.07% | 144 |
|
|
2019
Q4 | $6.32M | Sell |
90,579
-12,623
| -12% | -$881K | 0.08% | 151 |
|
|
2019
Q3 | $7.29M | Sell |
103,202
-1,170
| -1% | -$82.6K | 0.09% | 117 |
|
|
2019
Q2 | $8M | Buy |
104,372
+4,582
| +5% | +$351K | 0.1% | 111 |
|
|
2019
Q1 | $8.06M | Buy |
99,790
+8,984
| +10% | +$726K | 0.11% | 111 |
|
|
2018
Q4 | $6.19M | Sell |
90,806
-4,008
| -4% | -$273K | 0.09% | 131 |
|
|
2018
Q3 | $8.06M | Buy |
94,814
+144
| +0.2% | +$12.2K | 0.1% | 123 |
|
|
2018
Q2 | $7.83M | Buy |
94,670
+2,869
| +3% | +$237K | 0.11% | 119 |
|
|
2018
Q1 | $6.85M | Buy |
91,801
+5,336
| +6% | +$398K | 0.1% | 131 |
|
|
2017
Q4 | $7.23M | Buy |
86,465
+73
| +0.1% | +$6.11K | 0.11% | 124 |
|
|
2017
Q3 | $7.08M | Buy |
86,392
+2,151
| +3% | +$176K | 0.11% | 123 |
|
|
2017
Q2 | $6.8M | Sell |
84,241
-5,759
| -6% | -$465K | 0.12% | 114 |
|
|
2017
Q1 | $7.38M | Buy |
90,000
+675
| +0.8% | +$55.4K | 0.14% | 107 |
|
|
2016
Q4 | $8.06M | Sell |
89,325
-6,460
| -7% | -$583K | 0.17% | 97 |
|
|
2016
Q3 | $8.36M | Buy |
95,785
+4,776
| +5% | +$417K | 0.18% | 93 |
|
|
2016
Q2 | $8.53M | Buy |
91,009
+8,637
| +10% | +$810K | 0.2% | 94 |
|
|
2016
Q1 | $6.89M | Buy |
82,372
+13,243
| +19% | +$1.11M | 0.17% | 107 |
|
|
2015
Q4 | $5.39M | Buy |
69,129
+420
| +0.6% | +$32.7K | 0.13% | 121 |
|
|
2015
Q3 | $5.11M | Buy |
68,709
+1,510
| +2% | +$112K | 0.13% | 119 |
|
|
2015
Q2 | $5.59M | Buy |
67,199
+204
| +0.3% | +$17K | 0.16% | 124 |
|
|
2015
Q1 | $5.7M | Sell |
66,995
-1,740
| -3% | -$148K | 0.14% | 121 |
|
|
2014
Q4 | $6.36M | Buy |
68,735
+2,904
| +4% | +$268K | 0.16% | 111 |
|
|
2014
Q3 | $6.19M | Sell |
65,831
-140
| -0.2% | -$13.2K | 0.16% | 108 |
|
|
2014
Q2 | $6.64M | Sell |
65,971
-1,445
| -2% | -$145K | 0.17% | 101 |
|
|
2014
Q1 | $6.59M | Sell |
67,416
-653,854
| -91% | -$63.9M | 0.16% | 94 |
|
|
2013
Q4 | $73M | Sell |
721,270
-4,674
| -0.6% | -$473K | 1.91% | 19 |
|
|
2013
Q3 | $62.5M | Sell |
725,944
-11,878
| -2% | -$1.02M | 1.75% | 30 |
|
|
2013
Q2 | $66.7M | Buy |
+737,822
| New | +$66.7M | 1.98% | 10 |
|