EFG Asset Management (Americas)’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 | $1.58M | Sell |
14,615
-3,081
| -17% | -$332K | 0.29% | 100 |
|
|
2025
Q1 | $2.1M | Buy |
17,696
+519
| +3% | +$61.7K | 0.43% | 74 |
|
|
2024
Q4 | $1.85M | Buy |
17,177
+88
| +0.5% | +$9.47K | 0.36% | 87 |
|
|
2024
Q3 | $2M | Buy |
17,089
+293
| +2% | +$34.3K | 0.39% | 76 |
|
|
2024
Q2 | $1.93M | Buy |
16,796
+4,589
| +38% | +$528K | 0.38% | 74 |
|
|
2024
Q1 | $1.42M | Sell |
12,207
-3,507
| -22% | -$408K | 0.43% | 69 |
|
|
2023
Q4 | $1.57M | Sell |
15,714
-525
| -3% | -$52.5K | 0.34% | 84 |
|
|
2023
Q3 | $1.91M | Sell |
16,239
-268
| -2% | -$31.5K | 0.46% | 65 |
|
|
2023
Q2 | $1.77M | Sell |
16,507
-5,268
| -24% | -$565K | 0.41% | 75 |
|
|
2023
Q1 | $2.39M | Buy |
21,775
+23
| +0.1% | +$2.52K | 0.57% | 60 |
|
|
2022
Q4 | $2.4M | Buy |
21,752
+1,074
| +5% | +$118K | 0.59% | 55 |
|
|
2022
Q3 | $1.81M | Buy |
20,678
+187
| +0.9% | +$16.3K | 0.46% | 61 |
|
|
2022
Q2 | $1.76M | Sell |
20,491
-2,234
| -10% | -$191K | 0.41% | 63 |
|
|
2022
Q1 | $1.88M | Sell |
22,725
-2,450
| -10% | -$202K | 0.35% | 71 |
|
|
2021
Q4 | $1.54M | Sell |
25,175
-3,931
| -14% | -$240K | 0.26% | 76 |
|
|
2021
Q3 | $1.71M | Buy |
29,106
+1,194
| +4% | +$70.2K | 0.3% | 76 |
|
|
2021
Q2 | $1.76M | Buy |
27,912
+754
| +3% | +$47.6K | 0.33% | 77 |
|
|
2021
Q1 | $1.52M | Buy |
27,158
+474
| +2% | +$26.5K | 0.31% | 80 |
|
|
2020
Q4 | $1.1M | Buy |
26,684
+248
| +0.9% | +$10.3K | 0.23% | 90 |
|
|
2020
Q3 | $911K | Sell |
26,436
-7,414
| -22% | -$255K | 0.2% | 95 |
|
|
2020
Q2 | $1.52M | Buy |
33,850
+16,082
| +91% | +$721K | 0.39% | 71 |
|
|
2020
Q1 | $679K | Buy |
17,768
+2,484
| +16% | +$94.9K | 0.22% | 97 |
|
|
2019
Q4 | $1.07M | Buy |
15,284
+10,325
| +208% | +$724K | 0.28% | 91 |
|
|
2019
Q3 | $357K | Buy |
4,959
+2,157
| +77% | +$155K | 0.11% | 101 |
|
|
2019
Q2 | $221K | Sell |
2,802
-4,597
| -62% | -$363K | 0.06% | 109 |
|
|
2019
Q1 | $605K | Buy |
7,399
+3,101
| +72% | +$254K | 0.18% | 88 |
|
|
2018
Q4 | $300K | Sell |
4,298
-1,890
| -31% | -$132K | 0.11% | 96 |
|
|
2018
Q3 | $533K | Sell |
6,188
-453
| -7% | -$39K | 0.15% | 89 |
|
|
2018
Q2 | $557K | Buy |
6,641
+285
| +4% | +$23.9K | 0.17% | 93 |
|
|
2018
Q1 | $480K | Sell |
6,356
-2,635
| -29% | -$199K | 0.2% | 92 |
|
|
2017
Q4 | $758K | Sell |
8,991
-3,175
| -26% | -$268K | 0.27% | 81 |
|
|
2017
Q3 | $1M | Sell |
12,166
-4,551
| -27% | -$375K | 0.38% | 60 |
|
|
2017
Q2 | $1.41M | Buy |
16,717
+879
| +6% | +$74.1K | 0.53% | 52 |
|
|
2017
Q1 | $1.36M | Buy |
15,838
+3,582
| +29% | +$308K | 0.53% | 59 |
|
|
2016
Q4 | $1.18M | Buy |
12,256
+3,421
| +39% | +$328K | 0.51% | 57 |
|
|
2016
Q3 | $792K | Buy |
+8,835
| New | +$792K | 0.33% | 62 |
|
|
2015
Q2 | – | Sell |
-1,300
| Closed | -$111K | – | 154 |
|
|
2015
Q1 | $111K | Sell |
1,300
-639
| -33% | -$54.6K | 0.09% | 93 |
|
|
2014
Q4 | $179K | Buy |
+1,939
| New | +$179K | 0.11% | 98 |
|
|
2014
Q1 | – | Sell |
-501
| Closed | -$50.7K | – | 148 |
|
|
2013
Q4 | $50.7K | Buy |
+501
| New | +$50.7K | 0.04% | 54 |
|