Cutter & Co Brokerage’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 | – | Sell |
-3,458
| Closed | -$411K | – | 180 |
|
|
2025
Q1 | $411K | Buy |
3,458
+399
| +13% | +$47.4K | 0.1% | 109 |
|
|
2024
Q4 | $329K | Buy |
3,059
+6
| +0.2% | +$645 | 0.08% | 127 |
|
|
2024
Q3 | $358K | Sell |
3,053
-154
| -5% | -$18.1K | 0.08% | 124 |
|
|
2024
Q2 | $369K | Buy |
3,207
+4
| +0.1% | +$460 | 0.09% | 123 |
|
|
2024
Q1 | $372K | Sell |
3,203
-95
| -3% | -$11K | 0.09% | 121 |
|
|
2023
Q4 | $330K | Buy |
3,298
+81
| +3% | +$8.1K | 0.09% | 126 |
|
|
2023
Q3 | $378K | Buy |
3,217
+2
| +0.1% | +$235 | 0.11% | 112 |
|
|
2023
Q2 | $345K | Buy |
3,215
+316
| +11% | +$33.9K | 0.1% | 124 |
|
|
2023
Q1 | $318K | Sell |
2,899
-980
| -25% | -$107K | 0.1% | 139 |
|
|
2022
Q4 | $428K | Buy |
+3,879
| New | +$428K | 0.14% | 107 |
|
|
2020
Q1 | – | Sell |
-5,312
| Closed | -$371K | – | 293 |
|
|
2019
Q4 | $371K | Sell |
5,312
-4,600
| -46% | -$321K | 0.13% | 146 |
|
|
2019
Q3 | $700K | Buy |
9,912
+63
| +0.6% | +$4.45K | 0.23% | 104 |
|
|
2019
Q2 | $755K | Sell |
9,849
-463
| -4% | -$35.5K | 0.24% | 101 |
|
|
2019
Q1 | $833K | Sell |
10,312
-199
| -2% | -$16.1K | 0.24% | 91 |
|
|
2018
Q4 | $717K | Buy |
10,511
+1,960
| +23% | +$134K | 0.27% | 91 |
|
|
2018
Q3 | $727K | Buy |
8,551
+531
| +7% | +$45.1K | 0.25% | 100 |
|
|
2018
Q2 | $664K | Sell |
8,020
-100
| -1% | -$8.28K | 0.26% | 102 |
|
|
2018
Q1 | $606K | Sell |
8,120
-50
| -0.6% | -$3.73K | 0.24% | 103 |
|
|
2017
Q4 | $683K | Buy |
8,170
+40
| +0.5% | +$3.34K | 0.28% | 90 |
|
|
2017
Q3 | $667K | Sell |
8,130
-1,872
| -19% | -$154K | 0.26% | 90 |
|
|
2017
Q2 | $808K | Sell |
10,002
-500
| -5% | -$40.4K | 0.32% | 83 |
|
|
2017
Q1 | $861K | Sell |
10,502
-100
| -0.9% | -$8.2K | 0.36% | 70 |
|
|
2016
Q4 | $957K | Hold |
10,602
| – | – | 0.4% | 68 |
|
|
2016
Q3 | $925K | Buy |
10,602
+3,135
| +42% | +$274K | 0.4% | 66 |
|
|
2016
Q2 | $700K | Sell |
7,467
-200
| -3% | -$18.7K | 0.3% | 80 |
|
|
2016
Q1 | $641K | Sell |
7,667
-1,051
| -12% | -$87.9K | 0.3% | 78 |
|
|
2015
Q4 | $680K | Sell |
8,718
-474
| -5% | -$37K | 0.32% | 81 |
|
|
2015
Q3 | $683K | Buy |
9,192
+1,176
| +15% | +$87.4K | 0.34% | 86 |
|
|
2015
Q2 | $667K | Buy |
8,016
+33
| +0.4% | +$2.75K | 0.27% | 108 |
|
|
2015
Q1 | $679K | Buy |
7,983
+644
| +9% | +$54.8K | 0.28% | 103 |
|
|
2014
Q4 | $678K | Sell |
7,339
-289
| -4% | -$26.7K | 0.26% | 108 |
|
|
2014
Q3 | $717K | Buy |
7,628
+150
| +2% | +$14.1K | 0.28% | 104 |
|
|
2014
Q2 | $753K | Sell |
7,478
-1,115
| -13% | -$112K | 0.28% | 103 |
|
|
2014
Q1 | $839K | Buy |
8,593
+665
| +8% | +$64.9K | 0.33% | 91 |
|
|
2013
Q4 | $802K | Sell |
7,928
-1,375
| -15% | -$139K | 0.37% | 80 |
|
|
2013
Q3 | $800K | Sell |
9,303
-1,245
| -12% | -$107K | 0.36% | 82 |
|
|
2013
Q2 | $953K | Buy |
+10,548
| New | +$953K | 0.45% | 68 |
|