Court Place 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
$3.38M Sell
31,381
-65
-0.2% -$7.01K 1.06% 24
2025
Q1
$3.74M Sell
31,446
-4,451
-12% -$529K 1.24% 21
2024
Q4
$3.86M Sell
35,897
-5,825
-14% -$627K 1.25% 21
2024
Q3
$4.89M Sell
41,722
-5,119
-11% -$600K 1.43% 18
2024
Q2
$5.39M Buy
46,841
+2,811
+6% +$324K 1.69% 14
2024
Q1
$5.12M Sell
44,030
-3,217
-7% -$374K 1.65% 13
2023
Q4
$4.72M Sell
47,247
-193
-0.4% -$19.3K 1.55% 13
2023
Q3
$5.58M Sell
47,440
-871
-2% -$102K 1.98% 12
2023
Q2
$5.18M Sell
48,311
-94
-0.2% -$10.1K 1.82% 13
2023
Q1
$5.31M Sell
48,405
-577
-1% -$63.3K 1.92% 11
2022
Q4
$5.34M Sell
48,982
-2,442
-5% -$266K 1.93% 12
2022
Q3
$4.49M Sell
51,424
-588
-1% -$51.3K 1.81% 13
2022
Q2
$4.45M Buy
52,012
+808
+2% +$69.2K 1.69% 12
2022
Q1
$4.23M Buy
51,204
+1,264
+3% +$104K 1.36% 18
2021
Q4
$3.06M Sell
49,940
-5,289
-10% -$324K 0.84% 32
2021
Q3
$3.25M Sell
55,229
-2,990
-5% -$176K 0.96% 27
2021
Q2
$3.67M Sell
58,219
-1,267
-2% -$79.9K 1.07% 24
2021
Q1
$3.32M Sell
59,486
-412
-0.7% -$23K 1.03% 25
2020
Q4
$2.47M Sell
59,898
-5,242
-8% -$216K 0.83% 34
2020
Q3
$2.24M Buy
65,140
+2,210
+4% +$75.9K 0.84% 32
2020
Q2
$2.81M Sell
62,930
-336
-0.5% -$15K 1.1% 23
2020
Q1
$2.4M Buy
63,266
+2,656
+4% +$101K 1.08% 23
2019
Q4
$4.23M Sell
60,610
-453
-0.7% -$31.6K 1.52% 16
2019
Q3
$4.31M Sell
61,063
-610
-1% -$43.1K 1.67% 14
2019
Q2
$4.73M Sell
61,673
-941
-2% -$72.1K 1.86% 14
2019
Q1
$5.06M Sell
62,614
-497
-0.8% -$40.2K 2.04% 10
2018
Q4
$4.3M Buy
63,111
+4,477
+8% +$305K 1.96% 12
2018
Q3
$4.99M Sell
58,634
-2,542
-4% -$216K 1.89% 12
2018
Q2
$5.06M Sell
61,176
-107
-0.2% -$8.85K 2.1% 11
2018
Q1
$4.57M Sell
61,283
-446
-0.7% -$33.3K 1.91% 11
2017
Q4
$5.16M Buy
61,729
+344
+0.6% +$28.8K 2.13% 11
2017
Q3
$5.03M Buy
61,385
+646
+1% +$53K 2.24% 10
2017
Q2
$4.9M Sell
60,739
-585
-1% -$47.2K 2.33% 8
2017
Q1
$5.03M Buy
61,324
+843
+1% +$69.1K 2.47% 8
2016
Q4
$5.46M Sell
60,481
-207
-0.3% -$18.7K 2.84% 6
2016
Q3
$5.3M Buy
60,688
+5,127
+9% +$447K 2.94% 6
2016
Q2
$5.21M Buy
55,561
+36
+0.1% +$3.37K 3.02% 7
2016
Q1
$4.64M Buy
55,525
+700
+1% +$58.5K 2.87% 7
2015
Q4
$4.27M Buy
54,825
+300
+0.6% +$23.4K 2.74% 9
2015
Q3
$4.05M Buy
54,525
+950
+2% +$70.6K 2.8% 8
2015
Q2
$4.46M Buy
53,575
+675
+1% +$56.2K 2.84% 7
2015
Q1
$4.5M Sell
52,900
-100
-0.2% -$8.5K 2.86% 8
2014
Q4
$4.9M Sell
53,000
-521
-1% -$48.2K 3.17% 4
2014
Q3
$5.03M Sell
53,521
-100
-0.2% -$9.41K 3.43% 4
2014
Q2
$5.4M Sell
53,621
-100
-0.2% -$10.1K 3.74% 4
2014
Q1
$5.25M Sell
53,721
-156
-0.3% -$15.2K 3.81% 4
2013
Q4
$5.45M Buy
+53,877
New +$5.45M 4.17% 3