EAM
Evanson Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
21,741
+59
| +0.3% | +$6.36K | 0.15% | 75 |
|
|
2025
Q1 | $2.58M | Sell |
21,682
-1,805
| -8% | -$215K | 0.18% | 62 |
|
|
2024
Q4 | $2.53M | Sell |
23,487
-758
| -3% | -$81.5K | 0.17% | 62 |
|
|
2024
Q3 | $2.84M | Sell |
24,245
-1,317
| -5% | -$154K | 0.2% | 54 |
|
|
2024
Q2 | $2.94M | Buy |
25,562
+5
| +0% | +$576 | 0.22% | 50 |
|
|
2024
Q1 | $2.97M | Buy |
25,557
+2,120
| +9% | +$246K | 0.22% | 51 |
|
|
2023
Q4 | $2.34M | Sell |
23,437
-2,339
| -9% | -$234K | 0.19% | 59 |
|
|
2023
Q3 | $3.03M | Buy |
25,776
+1,382
| +6% | +$162K | 0.28% | 41 |
|
|
2023
Q2 | $2.62M | Buy |
24,394
+142
| +0.6% | +$15.2K | 0.24% | 46 |
|
|
2023
Q1 | $2.66M | Buy |
24,252
+124
| +0.5% | +$13.6K | 0.26% | 43 |
|
|
2022
Q4 | $2.66M | Sell |
24,128
-2,422
| -9% | -$267K | 0.29% | 43 |
|
|
2022
Q3 | $2.32M | Buy |
26,550
+2,031
| +8% | +$177K | 0.27% | 40 |
|
|
2022
Q2 | $2.1M | Sell |
24,519
-121
| -0.5% | -$10.4K | 0.23% | 49 |
|
|
2022
Q1 | $2.04M | Sell |
24,640
-152
| -0.6% | -$12.6K | 0.2% | 62 |
|
|
2021
Q4 | $1.52M | Buy |
24,792
+755
| +3% | +$46.2K | 0.14% | 77 |
|
|
2021
Q3 | $1.51M | Buy |
24,037
+313
| +1% | +$19.6K | 0.15% | 76 |
|
|
2021
Q2 | $1.5M | Sell |
23,724
-8,087
| -25% | -$510K | 0.16% | 74 |
|
|
2021
Q1 | $1.78M | Buy |
31,811
+2,271
| +8% | +$127K | 0.26% | 59 |
|
|
2020
Q4 | $1.22M | Sell |
29,540
-299
| -1% | -$12.3K | 0.19% | 73 |
|
|
2020
Q3 | $1.02M | Buy |
29,839
+330
| +1% | +$11.3K | 0.19% | 70 |
|
|
2020
Q2 | $1.32M | Sell |
29,509
-12,625
| -30% | -$565K | 0.26% | 56 |
|
|
2020
Q1 | $1.6M | Buy |
42,134
+3,924
| +10% | +$149K | 0.38% | 47 |
|
|
2019
Q4 | $2.67M | Sell |
38,210
-446
| -1% | -$31.1K | 0.52% | 36 |
|
|
2019
Q3 | $2.73M | Buy |
38,656
+312
| +0.8% | +$22K | 0.56% | 32 |
|
|
2019
Q2 | $2.94M | Sell |
38,344
-3,638
| -9% | -$279K | 0.59% | 31 |
|
|
2019
Q1 | $3.39M | Buy |
41,982
+919
| +2% | +$74.3K | 0.7% | 26 |
|
|
2018
Q4 | $2.8M | Buy |
41,063
+2,233
| +6% | +$152K | 0.64% | 29 |
|
|
2018
Q3 | $3.3M | Sell |
38,830
-12,086
| -24% | -$1.03M | 0.67% | 28 |
|
|
2018
Q2 | $4.21M | Buy |
50,916
+2,685
| +6% | +$222K | 0.84% | 22 |
|
|
2018
Q1 | $3.6M | Buy |
48,231
+970
| +2% | +$72.4K | 0.74% | 26 |
|
|
2017
Q4 | $3.95M | Buy |
47,261
+5,478
| +13% | +$458K | 0.8% | 25 |
|
|
2017
Q3 | $3.43M | Buy |
41,783
+1,299
| +3% | +$106K | 0.73% | 26 |
|
|
2017
Q2 | $3.27M | Sell |
40,484
-1,102
| -3% | -$89K | 0.75% | 26 |
|
|
2017
Q1 | $3.41M | Buy |
41,586
+6,415
| +18% | +$526K | 0.84% | 26 |
|
|
2016
Q4 | $3.18M | Buy |
35,171
+561
| +2% | +$50.6K | 0.88% | 23 |
|
|
2016
Q3 | $3.02M | Sell |
34,610
-1,573
| -4% | -$137K | 0.86% | 22 |
|
|
2016
Q2 | $3.39M | Sell |
36,183
-140
| -0.4% | -$13.1K | 1.03% | 20 |
|
|
2016
Q1 | $3.04M | Sell |
36,323
-2,014
| -5% | -$168K | 1.04% | 20 |
|
|
2015
Q4 | $2.99M | Sell |
38,337
-3,055
| -7% | -$238K | 1.09% | 21 |
|
|
2015
Q3 | $3.08M | Buy |
41,392
+1,048
| +3% | +$77.9K | 1.15% | 20 |
|
|
2015
Q2 | $3.36M | Buy |
40,344
+2,727
| +7% | +$227K | 1.17% | 19 |
|
|
2015
Q1 | $3.2M | Buy |
37,617
+920
| +3% | +$78.2K | 1.14% | 20 |
|
|
2014
Q4 | $3.39M | Sell |
36,697
-863
| -2% | -$79.8K | 1.25% | 18 |
|
|
2014
Q3 | $3.53M | Sell |
37,560
-142
| -0.4% | -$13.4K | 1.44% | 14 |
|
|
2014
Q2 | $3.8M | Buy |
37,702
+979
| +3% | +$98.6K | 1.47% | 14 |
|
|
2014
Q1 | $3.59M | Sell |
36,723
-993
| -3% | -$97K | 1.57% | 14 |
|
|
2013
Q4 | $3.82M | Buy |
+37,716
| New | +$3.82M | 1.7% | 10 |
|