CAM
Cypress Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Hold |
18,520
| – | – | 0.48% | 48 |
|
|
2025
Q1 | $2.2M | Buy |
18,520
+3,198
| +21% | +$380K | 0.59% | 45 |
|
|
2024
Q4 | $1.7M | Buy |
15,322
+1,764
| +13% | +$196K | 0.42% | 53 |
|
|
2024
Q3 | $1.59M | Buy |
13,558
+1,171
| +9% | +$137K | 0.4% | 56 |
|
|
2024
Q2 | $1.48M | Buy |
12,387
+10,272
| +486% | +$1.23M | 0.38% | 58 |
|
|
2024
Q1 | $257K | Buy |
+2,115
| New | +$257K | 0.07% | 101 |
|
|
2023
Q4 | – | Sell |
-1,905
| Closed | -$224K | – | 118 |
|
|
2023
Q3 | $224K | Sell |
1,905
-195
| -9% | -$22.9K | 0.07% | 110 |
|
|
2023
Q2 | $231K | Sell |
2,100
-55
| -3% | -$6.05K | 0.07% | 117 |
|
|
2023
Q1 | $236K | Buy |
2,155
+55
| +3% | +$6.03K | 0.08% | 116 |
|
|
2022
Q4 | $238K | Buy |
+2,100
| New | +$238K | 0.09% | 115 |
|
|
2020
Q4 | – | Sell |
-8,300
| Closed | -$285K | – | 149 |
|
|
2020
Q3 | $285K | Sell |
8,300
-8,548
| -51% | -$294K | 0.09% | 118 |
|
|
2020
Q2 | $753K | Buy |
16,848
+175
| +1% | +$7.82K | 0.25% | 92 |
|
|
2020
Q1 | $633K | Sell |
16,673
-7,920
| -32% | -$301K | 0.27% | 89 |
|
|
2019
Q4 | $1.72M | Sell |
24,593
-7,780
| -24% | -$543K | 0.58% | 58 |
|
|
2019
Q3 | $2.29M | Sell |
32,373
-2,040
| -6% | -$144K | 0.79% | 41 |
|
|
2019
Q2 | $2.64M | Sell |
34,413
-7,696
| -18% | -$590K | 0.9% | 35 |
|
|
2019
Q1 | $3.4M | Sell |
42,109
-6,512
| -13% | -$526K | 1.16% | 27 |
|
|
2018
Q4 | $3.32M | Sell |
48,621
-4,117
| -8% | -$281K | 1.24% | 28 |
|
|
2018
Q3 | $4.48M | Sell |
52,738
-1,640
| -3% | -$139K | 1.32% | 22 |
|
|
2018
Q2 | $4.5M | Buy |
54,378
+6,472
| +14% | +$535K | 1.33% | 21 |
|
|
2018
Q1 | $3.57M | Sell |
47,906
-40,674
| -46% | -$3.03M | 1.05% | 33 |
|
|
2017
Q4 | $7.41M | Sell |
88,580
-5,778
| -6% | -$483K | 1.59% | 16 |
|
|
2017
Q3 | $7.74M | Sell |
94,358
-23,599
| -20% | -$1.93M | 1.66% | 14 |
|
|
2017
Q2 | $9.52M | Sell |
117,957
-3,909
| -3% | -$316K | 1.95% | 10 |
|
|
2017
Q1 | $9.99M | Sell |
121,866
-5,055
| -4% | -$415K | 1.91% | 13 |
|
|
2016
Q4 | $11.5M | Buy |
126,921
+142
| +0.1% | +$12.8K | 2.2% | 9 |
|
|
2016
Q3 | $11.1M | Sell |
126,779
-6,713
| -5% | -$586K | 2.21% | 9 |
|
|
2016
Q2 | $12.5M | Sell |
133,492
-11,158
| -8% | -$1.05M | 2.49% | 5 |
|
|
2016
Q1 | $12.1M | Sell |
144,650
-6,338
| -4% | -$530K | 2.46% | 5 |
|
|
2015
Q4 | $11.8M | Sell |
150,988
-2,622
| -2% | -$204K | 2.37% | 9 |
|
|
2015
Q3 | $11.4M | Sell |
153,610
-741
| -0.5% | -$55.1K | 2.4% | 7 |
|
|
2015
Q2 | $12.8M | Sell |
154,351
-7,073
| -4% | -$588K | 2.41% | 4 |
|
|
2015
Q1 | $13.7M | Sell |
161,424
-15,718
| -9% | -$1.34M | 2.56% | 3 |
|
|
2014
Q4 | $16.4M | Sell |
177,142
-492
| -0.3% | -$45.5K | 3.01% | 2 |
|
|
2014
Q3 | $16.7M | Sell |
177,634
-6,040
| -3% | -$568K | 3.02% | 2 |
|
|
2014
Q2 | $18.5M | Sell |
183,674
-4,412
| -2% | -$444K | 3.19% | 2 |
|
|
2014
Q1 | $18.4M | Sell |
188,086
-9,332
| -5% | -$912K | 3.33% | 2 |
|
|
2013
Q4 | $20M | Sell |
197,418
-1,785
| -0.9% | -$181K | 3.48% | 2 |
|
|
2013
Q3 | $17.1M | Sell |
199,203
-9,395
| -5% | -$808K | 3.18% | 2 |
|
|
2013
Q2 | $18.8M | Buy |
+208,598
| New | +$18.8M | 3.51% | 2 |
|