Copeland Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $352K | Hold |
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|
2025
Q2 | $337K | Hold |
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|
2025
Q1 | $372K | Hold |
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|
2024
Q4 | $336K | Hold |
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|
2024
Q3 | $366K | Hold |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $433K | Hold |
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|
2023
Q4 | $372K | Hold |
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|
2023
Q3 | $438K | Hold |
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|
2023
Q2 | $400K | Hold |
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|
2023
Q1 | $408K | Hold |
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|
2022
Q4 | $411K | Hold |
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|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $319K | Hold |
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|
2022
Q1 | $308K | Hold |
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|
2021
Q4 | $228K | Sell |
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|
2021
Q3 | $243K | Sell |
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|
2021
Q2 | $292K | Hold |
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|
2021
Q1 | $258K | Hold |
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|
2020
Q4 | $191K | Hold |
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|
2020
Q3 | $159K | Hold |
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|
2020
Q2 | $207K | Hold |
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|
2020
Q1 | $176K | Sell |
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|
2019
Q4 | $338K | Hold |
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|
2019
Q3 | $342K | Hold |
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|
2019
Q2 | $371K | Hold |
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|
2019
Q1 | $391K | Hold |
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|
2018
Q4 | $330K | Sell |
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|
2018
Q3 | $471K | Hold |
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|
2018
Q2 | $458K | Hold |
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|
2018
Q1 | $413K | Hold |
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|
2017
Q4 | $463K | Sell |
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|
2017
Q3 | $462K | Sell |
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|
2017
Q2 | $3.35M | Sell |
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|
2017
Q1 | $5.05M | Buy |
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|
2016
Q4 | $4.33M | Sell |
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|
2016
Q3 | $8.1M | Buy |
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|
2016
Q2 | $692K | Sell |
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|
2016
Q1 | $620K | Buy |
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|
2015
Q4 | $549K | Sell |
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|
2015
Q3 | $601K | Buy |
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|
2015
Q2 | $586K | Sell |
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|
2015
Q1 | $601K | Sell |
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|
2014
Q4 | $730K | Buy |
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|
2014
Q3 | $697K | Sell |
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|
2014
Q2 | $940K | Sell |
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|
2014
Q1 | $995K | Hold |
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|
2013
Q4 | $1.03M | Hold |
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|
2013
Q3 | $877K | Sell |
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|
2013
Q2 | $996K | Buy |
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