Curi RMB Capital’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
$3.79M Buy
35,146
+30,279
+622% +$3.26M 0.07% 242
2025
Q1
$579K Sell
4,867
-21,059
-81% -$2.5M 0.01% 374
2024
Q4
$2.79M Sell
25,926
-4,087
-14% -$440K 0.06% 236
2024
Q3
$3.52M Sell
30,013
-2,651
-8% -$311K 0.08% 219
2024
Q2
$3.76M Buy
32,664
+127
+0.4% +$14.6K 0.09% 211
2024
Q1
$3.78M Buy
32,537
+2,206
+7% +$256K 0.09% 206
2023
Q4
$3.03M Sell
30,331
-6,800
-18% -$680K 0.09% 196
2023
Q3
$4.37M Buy
37,131
+956
+3% +$112K 0.15% 150
2023
Q2
$3.88M Buy
36,175
+16,905
+88% +$1.81M 0.13% 162
2023
Q1
$2.11M Buy
19,270
+881
+5% +$96.6K 0.07% 204
2022
Q4
$2.03M Sell
18,389
-6,735
-27% -$743K 0.07% 214
2022
Q3
$2.19M Buy
25,124
+175
+0.7% +$15.3K 0.08% 217
2022
Q2
$2.14M Sell
24,949
-6,726
-21% -$576K 0.07% 212
2022
Q1
$2.62M Buy
31,675
+11,913
+60% +$984K 0.08% 174
2021
Q4
$1.21M Buy
19,762
+715
+4% +$43.7K 0.04% 254
2021
Q3
$1.12M Sell
19,047
-337
-2% -$19.8K 0.04% 266
2021
Q2
$1.22M Sell
19,384
-291
-1% -$18.4K 0.04% 262
2021
Q1
$1.1M Buy
19,675
+22
+0.1% +$1.23K 0.04% 253
2020
Q4
$810K Buy
19,653
+518
+3% +$21.3K 0.03% 348
2020
Q3
$657K Sell
19,135
-1,818
-9% -$62.4K 0.03% 376
2020
Q2
$937K Sell
20,953
-1,065
-5% -$47.6K 0.04% 307
2020
Q1
$836K Sell
22,018
-3,367
-13% -$128K 0.04% 310
2019
Q4
$1.77M Sell
25,385
-5,015
-16% -$350K 0.05% 281
2019
Q3
$2.15M Sell
30,400
-482
-2% -$34K 0.06% 264
2019
Q2
$2.37M Sell
30,882
-38,456
-55% -$2.95M 0.06% 259
2019
Q1
$5.6M Sell
69,338
-2,836
-4% -$229K 0.14% 149
2018
Q4
$4.92M Buy
72,174
+3,064
+4% +$209K 0.13% 164
2018
Q3
$5.88M Buy
69,110
+4,333
+7% +$368K 0.14% 156
2018
Q2
$5.36M Buy
64,777
+671
+1% +$55.5K 0.13% 174
2018
Q1
$4.78M Sell
64,106
-34,472
-35% -$2.57M 0.12% 203
2017
Q4
$8.25M Buy
98,578
+10,721
+12% +$897K 0.21% 119
2017
Q3
$7.2M Buy
87,857
+2,473
+3% +$203K 0.19% 138
2017
Q2
$6.89M Buy
85,384
+10,328
+14% +$834K 0.2% 142
2017
Q1
$6.16M Buy
75,056
+5,298
+8% +$434K 0.25% 91
2016
Q4
$6.3M Buy
69,758
+60,762
+675% +$5.48M 0.34% 85
2016
Q3
$785K Buy
8,996
+2,913
+48% +$254K 0.04% 233
2016
Q2
$570K Buy
6,083
+604
+11% +$56.6K 0.03% 261
2016
Q1
$458K Sell
5,479
-13
-0.2% -$1.09K 0.03% 258
2015
Q4
$428K Sell
5,492
-9,361
-63% -$730K 0.02% 295
2015
Q3
$1.1M Buy
14,853
+3,365
+29% +$250K 0.07% 232
2015
Q2
$956K Buy
11,488
+47
+0.4% +$3.91K 0.06% 240
2015
Q1
$972K Sell
11,441
-65,925
-85% -$5.6M 0.06% 248
2014
Q4
$7.15M Buy
77,366
+64,857
+518% +$6M 0.44% 65
2014
Q3
$1.18M Sell
12,509
-1,191
-9% -$112K 0.07% 255
2014
Q2
$1.38M Hold
13,700
0.09% 227
2014
Q1
$1.34M Buy
13,700
+659
+5% +$64.4K 0.09% 209
2013
Q4
$1.32M Sell
13,041
-846
-6% -$85.6K 0.09% 207
2013
Q3
$1.2M Buy
13,887
+1,481
+12% +$127K 0.09% 209
2013
Q2
$1.12M Buy
+12,406
New +$1.12M 0.08% 217