Douglas Lane & Associates’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
$50.3M Sell
466,278
-416
-0.1% -$44.8K 0.73% 56
2025
Q1
$55.5M Buy
466,694
+5,502
+1% +$654K 0.82% 50
2024
Q4
$49.6M Buy
461,192
+26,968
+6% +$2.9M 0.7% 55
2024
Q3
$50.9M Sell
434,224
-1,557
-0.4% -$183K 0.7% 57
2024
Q2
$50.2M Buy
435,781
+407,275
+1,429% +$46.9M 0.71% 54
2024
Q1
$3.31M Buy
28,506
+784
+3% +$91.1K 0.05% 138
2023
Q4
$2.77M Sell
27,722
-638
-2% -$63.8K 0.04% 136
2023
Q3
$3.33M Sell
28,360
-2,951
-9% -$347K 0.06% 127
2023
Q2
$3.36M Buy
31,311
+1,732
+6% +$186K 0.05% 125
2023
Q1
$3.24M Sell
29,579
-31
-0.1% -$3.4K 0.05% 129
2022
Q4
$3.27M Sell
29,610
-2,277
-7% -$251K 0.05% 128
2022
Q3
$2.78M Buy
31,887
+672
+2% +$58.7K 0.05% 128
2022
Q2
$2.67M Sell
31,215
-2,294
-7% -$196K 0.05% 128
2022
Q1
$2.77M Sell
33,509
-1
-0% -$83 0.04% 132
2021
Q4
$2.05M Buy
33,510
+158
+0.5% +$9.67K 0.03% 144
2021
Q3
$1.96M Sell
33,352
-1,099
-3% -$64.7K 0.03% 139
2021
Q2
$2.17M Buy
34,451
+115
+0.3% +$7.25K 0.03% 134
2021
Q1
$1.92M Sell
34,336
-2,289
-6% -$128K 0.03% 132
2020
Q4
$1.51M Buy
36,625
+285
+0.8% +$11.8K 0.03% 134
2020
Q3
$1.25M Sell
36,340
-1,956
-5% -$67.2K 0.02% 135
2020
Q2
$1.71M Sell
38,296
-2,443
-6% -$109K 0.04% 124
2020
Q1
$1.55M Sell
40,739
-1,964
-5% -$74.6K 0.04% 126
2019
Q4
$2.98M Sell
42,703
-3,321
-7% -$232K 0.06% 116
2019
Q3
$3.25M Sell
46,024
-562
-1% -$39.7K 0.06% 115
2019
Q2
$3.57M Sell
46,586
-1,596
-3% -$122K 0.07% 115
2019
Q1
$3.89M Buy
48,182
+2,144
+5% +$173K 0.08% 112
2018
Q4
$3.14M Sell
46,038
-3,071
-6% -$209K 0.07% 113
2018
Q3
$4.18M Sell
49,109
-3,159
-6% -$269K 0.08% 109
2018
Q2
$4.32M Buy
52,268
+4,132
+9% +$342K 0.09% 109
2018
Q1
$3.59M Buy
48,136
+812
+2% +$60.6K 0.08% 112
2017
Q4
$3.96M Sell
47,324
-2,932
-6% -$245K 0.08% 114
2017
Q3
$4.12M Sell
50,256
-2,661
-5% -$218K 0.09% 115
2017
Q2
$4.27M Sell
52,917
-2,589
-5% -$209K 0.1% 116
2017
Q1
$4.55M Sell
55,506
-2,548
-4% -$209K 0.11% 120
2016
Q4
$5.24M Sell
58,054
-5,120
-8% -$462K 0.13% 114
2016
Q3
$5.51M Sell
63,174
-8,898
-12% -$777K 0.15% 112
2016
Q2
$6.76M Sell
72,072
-1,872
-3% -$175K 0.19% 110
2016
Q1
$6.18M Buy
+73,944
New +$6.18M 0.17% 118