EFS
Essex Financial Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
133,888
+6,567
| +5% | +$708K | 0.95% | 18 |
|
|
2025
Q1 | $15.1M | Sell |
127,321
-5,431
| -4% | -$646K | 1.09% | 19 |
|
|
2024
Q4 | $14.3M | Buy |
132,752
+2,555
| +2% | +$275K | 1.01% | 19 |
|
|
2024
Q3 | $15.7M | Sell |
130,197
-17,183
| -12% | -$2.07M | 1.13% | 17 |
|
|
2024
Q2 | $17.4M | Buy |
147,380
+32,180
| +28% | +$3.79M | 1.29% | 14 |
|
|
2024
Q1 | $13.4M | Sell |
115,200
-3,769
| -3% | -$438K | 1.23% | 16 |
|
|
2023
Q4 | $11.9M | Buy |
118,969
+8,621
| +8% | +$862K | 1.23% | 14 |
|
|
2023
Q3 | $13M | Buy |
110,348
+464
| +0.4% | +$54.6K | 1.5% | 13 |
|
|
2023
Q2 | $11.8M | Sell |
109,884
-55,207
| -33% | -$5.92M | 1.34% | 15 |
|
|
2023
Q1 | $18.1M | Sell |
165,091
-1,414
| -0.8% | -$155K | 1.91% | 5 |
|
|
2022
Q4 | $18.4M | Buy |
166,505
+175
| +0.1% | +$19.3K | 1.95% | 7 |
|
|
2022
Q3 | $14.5M | Buy |
166,330
+12,788
| +8% | +$1.12M | 1.73% | 7 |
|
|
2022
Q2 | $13.1M | Sell |
153,542
-5,881
| -4% | -$504K | 1.46% | 12 |
|
|
2022
Q1 | $13.2M | Buy |
159,423
+36,999
| +30% | +$3.06M | 1.26% | 14 |
|
|
2021
Q4 | $7.49M | Buy |
122,424
+23,456
| +24% | +$1.44M | 0.74% | 29 |
|
|
2021
Q3 | $5.82M | Buy |
98,968
+6,484
| +7% | +$381K | 0.67% | 31 |
|
|
2021
Q2 | $5.16M | Hold |
92,484
| – | – | 0.75% | 22 |
|
|
2021
Q1 | $5.16M | Buy |
92,484
+14,838
| +19% | +$828K | 0.93% | 20 |
|
|
2020
Q4 | $3.23M | Sell |
77,646
-4,859
| -6% | -$202K | 0.64% | 40 |
|
|
2020
Q3 | $2.83M | Buy |
82,505
+1,110
| +1% | +$38.1K | 0.7% | 38 |
|
|
2020
Q2 | $3.64M | Sell |
81,395
-6,106
| -7% | -$273K | 1.12% | 15 |
|
|
2020
Q1 | $3.32M | Sell |
87,501
-8,986
| -9% | -$341K | 1.18% | 17 |
|
|
2019
Q4 | $6.73M | Buy |
96,487
+2,172
| +2% | +$152K | 1.86% | 6 |
|
|
2019
Q3 | $6.66M | Sell |
94,315
-14,575
| -13% | -$1.03M | 2.15% | 6 |
|
|
2019
Q2 | $8.34M | Sell |
108,890
-1,810
| -2% | -$139K | 2.46% | 7 |
|
|
2019
Q1 | $8.95M | Sell |
110,700
-5,967
| -5% | -$482K | 2.7% | 7 |
|
|
2018
Q4 | $7.96M | Sell |
116,667
-21,054
| -15% | -$1.44M | 2.44% | 8 |
|
|
2018
Q3 | $11.7M | Sell |
137,721
-1,286
| -0.9% | -$109K | 2.58% | 5 |
|
|
2018
Q2 | $11.5M | Sell |
139,007
-1,713
| -1% | -$142K | 2.77% | 3 |
|
|
2018
Q1 | $10.5M | Sell |
140,720
-6,028
| -4% | -$450K | 2.06% | 4 |
|
|
2017
Q4 | $12.3M | Sell |
146,748
-11,529
| -7% | -$964K | 2.92% | 3 |
|
|
2017
Q3 | $13M | Buy |
158,277
+5,506
| +4% | +$451K | 3.19% | 2 |
|
|
2017
Q2 | $12.3M | Sell |
152,771
-14,133
| -8% | -$1.14M | 2.6% | 4 |
|
|
2017
Q1 | $13.7M | Sell |
166,904
-12,552
| -7% | -$1.03M | 3.15% | 2 |
|
|
2016
Q4 | $16.2M | Buy |
179,456
+2,034
| +1% | +$184K | 3.47% | 2 |
|
|
2016
Q3 | $15.5M | Sell |
177,422
-4,226
| -2% | -$369K | 3.68% | 2 |
|
|
2016
Q2 | $17M | Buy |
181,648
+3,348
| +2% | +$314K | 4.12% | 2 |
|
|
2016
Q1 | $14.9M | Sell |
178,300
-1,373
| -0.8% | -$115K | 3.69% | 2 |
|
|
2015
Q4 | $14M | Sell |
179,673
-19,794
| -10% | -$1.54M | 3.36% | 2 |
|
|
2015
Q3 | $14.8M | Buy |
199,467
+4,555
| +2% | +$339K | 3.85% | 1 |
|
|
2015
Q2 | $16.2M | Sell |
194,912
-1,554
| -0.8% | -$129K | 4.18% | 1 |
|
|
2015
Q1 | $16.7M | Buy |
196,466
+1,214
| +0.6% | +$103K | 4.29% | 1 |
|
|
2014
Q4 | $18.1M | Buy |
195,252
+542
| +0.3% | +$50.1K | 4.7% | 1 |
|
|
2014
Q3 | $18.3M | Sell |
194,710
-7,714
| -4% | -$725K | 5.47% | 1 |
|
|
2014
Q2 | $20.4M | Buy |
202,424
+5,120
| +3% | +$515K | 6.1% | 1 |
|
|
2014
Q1 | $19.3M | Buy |
197,304
+3,523
| +2% | +$344K | 6.3% | 1 |
|
|
2013
Q4 | $19.6M | Sell |
193,781
-5,532
| -3% | -$560K | 6.63% | 1 |
|
|
2013
Q3 | $17.1K | Sell |
199,313
-15,696
| -7% | -$1.35K | 5.39% | 2 |
|
|
2013
Q2 | $19.4M | Buy |
+215,009
| New | +$19.4M | 6.79% | 1 |
|