EP
Edgestream Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24M | Sell |
67,158
-61,843
| -48% | -$6.67M | 0.2% | 182 |
|
|
2025
Q1 | $15.3M | Buy |
129,001
+120,975
| +1,507% | +$14.4M | 0.52% | 3 |
|
|
2024
Q4 | $863K | Buy |
+8,026
| New | +$863K | 0.04% | 595 |
|
|
2024
Q3 | – | Sell |
-10,636
| Closed | -$1.22M | – | 1111 |
|
|
2024
Q2 | $1.22M | Sell |
10,636
-25,854
| -71% | -$2.98M | 0.06% | 470 |
|
|
2024
Q1 | $4.24M | Sell |
36,490
-4,206
| -10% | -$489K | 0.21% | 152 |
|
|
2023
Q4 | $4.07M | Sell |
40,696
-17,878
| -31% | -$1.79M | 0.29% | 66 |
|
|
2023
Q3 | $6.89M | Buy |
58,574
+53,590
| +1,075% | +$6.3M | 0.55% | 9 |
|
|
2023
Q2 | $535K | Sell |
4,984
-20,933
| -81% | -$2.25M | 0.05% | 513 |
|
|
2023
Q1 | $2.84M | Sell |
25,917
-2,518
| -9% | -$276K | 0.31% | 74 |
|
|
2022
Q4 | $3.14M | Sell |
28,435
-8,735
| -24% | -$963K | 0.35% | 79 |
|
|
2022
Q3 | $3.25M | Sell |
37,170
-9,451
| -20% | -$825K | 0.25% | 141 |
|
|
2022
Q2 | $3.99M | Buy |
46,621
+43,028
| +1,198% | +$3.69M | 0.31% | 97 |
|
|
2022
Q1 | $297K | Sell |
3,593
-30,062
| -89% | -$2.48M | 0.02% | 478 |
|
|
2021
Q4 | $2.06M | Buy |
33,655
+17,158
| +104% | +$1.05M | 0.13% | 230 |
|
|
2021
Q3 | $970K | Buy |
+16,497
| New | +$970K | 0.06% | 322 |
|
|
2020
Q1 | – | Sell |
-72,346
| Closed | -$5.05M | – | 379 |
|
|
2019
Q4 | $5.05M | Buy |
+72,346
| New | +$5.05M | 0.26% | 118 |
|
|
2019
Q3 | – | Sell |
-37,587
| Closed | -$2.88M | – | 320 |
|
|
2019
Q2 | $2.88M | Buy |
37,587
+25,337
| +207% | +$1.94M | 0.32% | 97 |
|
|
2019
Q1 | $990K | Buy |
+12,250
| New | +$990K | 0.15% | 135 |
|
|
2018
Q4 | – | Sell |
-24,221
| Closed | -$2.06M | – | 310 |
|
|
2018
Q3 | $2.06M | Buy |
24,221
+21,545
| +805% | +$1.83M | 0.35% | 102 |
|
|
2018
Q2 | $221K | Buy |
+2,676
| New | +$221K | 0.05% | 246 |
|