Essex Investment Management’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 | $134K | Hold |
1,245
| – | – | 0.02% | 213 |
|
|
2025
Q1 | $148K | Sell |
1,245
-27,023
| -96% | -$3.21M | 0.03% | 201 |
|
|
2024
Q4 | $3.04M | Sell |
28,268
-198
| -0.7% | -$21.3K | 0.55% | 71 |
|
|
2024
Q3 | $3.34M | Sell |
28,466
-3,453
| -11% | -$405K | 0.58% | 66 |
|
|
2024
Q2 | $3.67M | Sell |
31,919
-3,886
| -11% | -$447K | 0.69% | 47 |
|
|
2024
Q1 | $4.16M | Sell |
35,805
-5,713
| -14% | -$664K | 0.82% | 37 |
|
|
2023
Q4 | $4.15M | Sell |
41,518
-10,334
| -20% | -$1.03M | 0.82% | 29 |
|
|
2023
Q3 | $6.1M | Sell |
51,852
-3,285
| -6% | -$386K | 1% | 19 |
|
|
2023
Q2 | $5.91M | Sell |
55,137
-3,998
| -7% | -$429K | 0.83% | 23 |
|
|
2023
Q1 | $6.48M | Sell |
59,135
-3,584
| -6% | -$393K | 0.94% | 19 |
|
|
2022
Q4 | $6.92M | Sell |
62,719
-7,458
| -11% | -$823K | 1.08% | 17 |
|
|
2022
Q3 | $6.13M | Sell |
70,177
-7,522
| -10% | -$657K | 0.98% | 20 |
|
|
2022
Q2 | $6.65M | Buy |
77,699
+8,294
| +12% | +$710K | 1.07% | 15 |
|
|
2022
Q1 | $5.73M | Sell |
69,405
-15,487
| -18% | -$1.28M | 0.71% | 38 |
|
|
2021
Q4 | $5.2M | Sell |
84,892
-3,841
| -4% | -$235K | 0.59% | 43 |
|
|
2021
Q3 | $5.22M | Sell |
88,733
-16,552
| -16% | -$974K | 0.64% | 37 |
|
|
2021
Q2 | $6.64M | Buy |
+105,285
| New | +$6.64M | 0.77% | 27 |
|
|
2020
Q4 | – | Sell |
-2,630
| Closed | -$90K | – | 515 |
|
|
2020
Q3 | $90K | Sell |
2,630
-12,986
| -83% | -$444K | 0.01% | 373 |
|
|
2020
Q2 | $698K | Buy |
15,616
+12,986
| +494% | +$580K | 0.11% | 225 |
|
|
2020
Q1 | $100K | Sell |
2,630
-170
| -6% | -$6.46K | 0.02% | 312 |
|
|
2019
Q4 | $195K | Sell |
2,800
-33,049
| -92% | -$2.3M | 0.02% | 365 |
|
|
2019
Q3 | $2.53M | Sell |
35,849
-2,376
| -6% | -$168K | 0.37% | 71 |
|
|
2019
Q2 | $2.93M | Hold |
38,225
| – | – | 0.4% | 63 |
|
|
2019
Q1 | $3.09M | Sell |
38,225
-1,947
| -5% | -$157K | 0.46% | 51 |
|
|
2018
Q4 | $2.74M | Sell |
40,172
-1,627
| -4% | -$111K | 0.43% | 60 |
|
|
2018
Q3 | $3.55M | Sell |
41,799
-323
| -0.8% | -$27.5K | 0.42% | 60 |
|
|
2018
Q2 | $3.49M | Buy |
42,122
+38,917
| +1,214% | +$3.22M | 0.44% | 63 |
|
|
2018
Q1 | $239K | Sell |
3,205
-12,493
| -80% | -$932K | 0.03% | 334 |
|
|
2017
Q4 | $1.31M | Buy |
15,698
+412
| +3% | +$34.5K | 0.17% | 184 |
|
|
2017
Q3 | $1.25M | Sell |
15,286
-319
| -2% | -$26.1K | 0.17% | 186 |
|
|
2017
Q2 | $1.26M | Buy |
15,605
+11,416
| +273% | +$922K | 0.18% | 178 |
|
|
2017
Q1 | $344K | Buy |
4,189
+600
| +17% | +$49.3K | 0.05% | 291 |
|
|
2016
Q4 | $324K | Hold |
3,589
| – | – | 0.05% | 286 |
|
|
2016
Q3 | $313K | Hold |
3,589
| – | – | 0.05% | 294 |
|
|
2016
Q2 | $336K | Hold |
3,589
| – | – | 0.06% | 270 |
|
|
2016
Q1 | $300K | Sell |
3,589
-1,355
| -27% | -$113K | 0.05% | 285 |
|
|
2015
Q4 | $385K | Hold |
4,944
| – | – | 0.06% | 257 |
|
|
2015
Q3 | $368K | Buy |
4,944
+355
| +8% | +$26.4K | 0.06% | 258 |
|
|
2015
Q2 | $382K | Hold |
4,589
| – | – | 0.06% | 256 |
|
|
2015
Q1 | $390K | Sell |
4,589
-747
| -14% | -$63.5K | 0.05% | 257 |
|
|
2014
Q4 | $493K | Hold |
5,336
| – | – | 0.07% | 226 |
|
|
2014
Q3 | $502K | Sell |
5,336
-2,027
| -28% | -$191K | 0.08% | 224 |
|
|
2014
Q2 | $741K | Sell |
7,363
-226
| -3% | -$22.7K | 0.11% | 213 |
|
|
2014
Q1 | $741K | Buy |
7,589
+1,041
| +16% | +$102K | 0.11% | 218 |
|
|
2013
Q4 | $663K | Buy |
6,548
+747
| +13% | +$75.6K | 0.09% | 242 |
|
|
2013
Q3 | $499K | Sell |
5,801
-1,848
| -24% | -$159K | 0.08% | 254 |
|
|
2013
Q2 | $691K | Buy |
+7,649
| New | +$691K | 0.12% | 190 |
|