Edgemoor Investment 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 | $1.25M | Buy |
11,557
+379
| +3% | +$40.9K | 0.11% | 87 |
|
|
2025
Q1 | $1.33M | Sell |
11,178
-144
| -1% | -$17.1K | 0.12% | 83 |
|
|
2024
Q4 | $1.22M | Sell |
11,322
-11
| -0.1% | -$1.18K | 0.11% | 87 |
|
|
2024
Q3 | $1.33M | Sell |
11,333
-2,482
| -18% | -$291K | 0.12% | 87 |
|
|
2024
Q2 | $1.59M | Buy |
13,815
+1,315
| +11% | +$151K | 0.15% | 73 |
|
|
2024
Q1 | $1.45M | Buy |
12,500
+87
| +0.7% | +$10.1K | 0.14% | 75 |
|
|
2023
Q4 | $1.24M | Sell |
12,413
-220
| -2% | -$22K | 0.13% | 79 |
|
|
2023
Q3 | $1.49M | Sell |
12,633
-166
| -1% | -$19.5K | 0.18% | 75 |
|
|
2023
Q2 | $1.37M | Buy |
12,799
+4
| +0% | +$429 | 0.16% | 77 |
|
|
2023
Q1 | $1.4M | Sell |
12,795
-1,076
| -8% | -$118K | 0.17% | 77 |
|
|
2022
Q4 | $1.53M | Buy |
13,871
+2,094
| +18% | +$231K | 0.19% | 75 |
|
|
2022
Q3 | $1.03M | Sell |
11,777
-245
| -2% | -$21.4K | 0.14% | 82 |
|
|
2022
Q2 | $1.03M | Buy |
12,022
+262
| +2% | +$22.4K | 0.13% | 85 |
|
|
2022
Q1 | $971K | Buy |
11,760
+1,642
| +16% | +$136K | 0.1% | 90 |
|
|
2021
Q4 | $619K | Sell |
10,118
-44
| -0.4% | -$2.69K | 0.06% | 95 |
|
|
2021
Q3 | $598K | Sell |
10,162
-4,305
| -30% | -$253K | 0.07% | 91 |
|
|
2021
Q2 | $913K | Sell |
14,467
-300
| -2% | -$18.9K | 0.09% | 80 |
|
|
2021
Q1 | $824K | Sell |
14,767
-450
| -3% | -$25.1K | 0.08% | 79 |
|
|
2020
Q4 | $627K | Sell |
15,217
-5,442
| -26% | -$224K | 0.07% | 83 |
|
|
2020
Q3 | $709K | Buy |
20,659
+202
| +1% | +$6.93K | 0.09% | 79 |
|
|
2020
Q2 | $915K | Sell |
20,457
-26
| -0.1% | -$1.16K | 0.12% | 71 |
|
|
2020
Q1 | $778K | Sell |
20,483
-574
| -3% | -$21.8K | 0.13% | 70 |
|
|
2019
Q4 | $1.47M | Sell |
21,057
-356
| -2% | -$24.8K | 0.17% | 73 |
|
|
2019
Q3 | $1.51M | Hold |
21,413
| – | – | 0.19% | 72 |
|
|
2019
Q2 | $1.64M | Sell |
21,413
-170
| -0.8% | -$13K | 0.21% | 73 |
|
|
2019
Q1 | $1.74M | Buy |
21,583
+255
| +1% | +$20.6K | 0.23% | 72 |
|
|
2018
Q4 | $1.45M | Sell |
21,328
-10
| -0% | -$682 | 0.22% | 75 |
|
|
2018
Q3 | $1.81M | Hold |
21,338
| – | – | 0.23% | 73 |
|
|
2018
Q2 | $1.77M | Sell |
21,338
-70
| -0.3% | -$5.79K | 0.24% | 72 |
|
|
2018
Q1 | $1.6M | Buy |
21,408
+1,148
| +6% | +$85.6K | 0.21% | 75 |
|
|
2017
Q4 | $1.76M | Sell |
20,260
-2,550
| -11% | -$222K | 0.22% | 70 |
|
|
2017
Q3 | $1.87M | Sell |
22,810
-534
| -2% | -$43.8K | 0.25% | 72 |
|
|
2017
Q2 | $1.89M | Buy |
23,344
+4,716
| +25% | +$381K | 0.26% | 72 |
|
|
2017
Q1 | $1.53M | Sell |
18,628
-167
| -0.9% | -$13.7K | 0.22% | 72 |
|
|
2016
Q4 | $1.7M | Sell |
18,795
-349
| -2% | -$31.5K | 0.26% | 71 |
|
|
2016
Q3 | $1.67M | Buy |
19,144
+425
| +2% | +$37.1K | 0.26% | 72 |
|
|
2016
Q2 | $1.75M | Sell |
18,719
-73,264
| -80% | -$6.85M | 0.28% | 73 |
|
|
2016
Q1 | $7.69M | Sell |
91,983
-11,089
| -11% | -$927K | 1.2% | 32 |
|
|
2015
Q4 | $8.03M | Sell |
103,072
-5,459
| -5% | -$426K | 1.21% | 30 |
|
|
2015
Q3 | $8.07M | Sell |
108,531
-119
| -0.1% | -$8.85K | 1.23% | 30 |
|
|
2015
Q2 | $9.04M | Sell |
108,650
-1,295
| -1% | -$108K | 1.32% | 26 |
|
|
2015
Q1 | $9.35M | Sell |
109,945
-3,770
| -3% | -$320K | 1.32% | 27 |
|
|
2014
Q4 | $10.5M | Buy |
113,715
+2,961
| +3% | +$274K | 1.54% | 22 |
|
|
2014
Q3 | $10.4M | Buy |
110,754
+8,116
| +8% | +$764K | 1.53% | 23 |
|
|
2014
Q2 | $10.3M | Buy |
102,638
+893
| +0.9% | +$90K | 1.52% | 25 |
|
|
2014
Q1 | $9.94M | Sell |
101,745
-536
| -0.5% | -$52.4K | 1.57% | 25 |
|
|
2013
Q4 | $10.4M | Sell |
102,281
-68,275
| -40% | -$6.91M | 1.64% | 23 |
|
|
2013
Q3 | $14.7M | Sell |
170,556
-1,881
| -1% | -$162K | 2.56% | 7 |
|
|
2013
Q2 | $15.6M | Buy |
+172,437
| New | +$15.6M | 2.76% | 5 |
|