EIG
Ellenbecker Investment Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Buy |
8,972
+255
| +3% | +$27.5K | 0.16% | 41 |
|
|
2025
Q1 | $1.04M | Sell |
8,717
-39
| -0.4% | -$4.64K | 0.19% | 40 |
|
|
2024
Q4 | $942K | Buy |
8,756
+63
| +0.7% | +$6.78K | 0.17% | 45 |
|
|
2024
Q3 | $1.02M | Buy |
8,693
+113
| +1% | +$13.2K | 0.19% | 43 |
|
|
2024
Q2 | $988K | Buy |
8,580
+56
| +0.7% | +$6.45K | 0.2% | 41 |
|
|
2024
Q1 | $991K | Sell |
8,524
-142
| -2% | -$16.5K | 0.21% | 44 |
|
|
2023
Q4 | $866K | Buy |
8,666
+2,640
| +44% | +$264K | 0.2% | 44 |
|
|
2023
Q3 | $708K | Buy |
6,026
+1
| +0% | +$117 | 0.18% | 49 |
|
|
2023
Q2 | $646K | Sell |
6,025
-163
| -3% | -$17.5K | 0.16% | 48 |
|
|
2023
Q1 | $678K | Sell |
6,188
-115
| -2% | -$12.6K | 0.18% | 42 |
|
|
2022
Q4 | $695K | Buy |
6,303
+120
| +2% | +$13.2K | 0.21% | 40 |
|
|
2022
Q3 | $539K | Sell |
6,183
-622
| -9% | -$54.2K | 0.17% | 43 |
|
|
2022
Q2 | $582K | Buy |
6,805
+13
| +0.2% | +$1.11K | 0.18% | 42 |
|
|
2022
Q1 | $560K | Buy |
6,792
+101
| +2% | +$8.33K | 0.16% | 40 |
|
|
2021
Q4 | $409K | Sell |
6,691
-324
| -5% | -$19.8K | 0.11% | 55 |
|
|
2021
Q3 | $412K | Sell |
7,015
-608
| -8% | -$35.7K | 0.13% | 43 |
|
|
2021
Q2 | $481K | Buy |
7,623
+1,343
| +21% | +$84.7K | 0.16% | 38 |
|
|
2021
Q1 | $351K | Buy |
6,280
+17
| +0.3% | +$950 | 0.12% | 47 |
|
|
2020
Q4 | $258K | Sell |
6,263
-387
| -6% | -$15.9K | 0.1% | 52 |
|
|
2020
Q3 | $228K | Buy |
6,650
+436
| +7% | +$14.9K | 0.1% | 58 |
|
|
2020
Q2 | $278K | Buy |
6,214
+474
| +8% | +$21.2K | 0.14% | 43 |
|
|
2020
Q1 | $218K | Sell |
5,740
-108
| -2% | -$4.1K | 0.14% | 48 |
|
|
2019
Q4 | $408K | Sell |
5,848
-624
| -10% | -$43.5K | 0.21% | 37 |
|
|
2019
Q3 | $457K | Buy |
6,472
+20
| +0.3% | +$1.41K | 0.26% | 31 |
|
|
2019
Q2 | $494K | Sell |
6,452
-234
| -3% | -$17.9K | 0.29% | 28 |
|
|
2019
Q1 | $540K | Sell |
6,686
-91
| -1% | -$7.35K | 0.35% | 28 |
|
|
2018
Q4 | $462K | Sell |
6,777
-500
| -7% | -$34.1K | 0.36% | 31 |
|
|
2018
Q3 | $619K | Sell |
7,277
-434
| -6% | -$36.9K | 0.46% | 28 |
|
|
2018
Q2 | $638K | Sell |
7,711
-461
| -6% | -$38.1K | 0.51% | 26 |
|
|
2018
Q1 | $610K | Sell |
8,172
-536
| -6% | -$40K | 0.51% | 25 |
|
|
2017
Q4 | $728K | Buy |
+8,708
| New | +$728K | 0.61% | 23 |
|