FM
Family Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Sell |
5,655
-669
| -11% | -$72.1K | 0.09% | 108 |
|
|
2025
Q1 | $752K | Buy |
6,324
+1,214
| +24% | +$144K | 0.12% | 95 |
|
|
2024
Q4 | $550K | Sell |
5,110
-336
| -6% | -$36.1K | 0.09% | 106 |
|
|
2024
Q3 | $638K | Sell |
5,446
-447
| -8% | -$52.4K | 0.11% | 96 |
|
|
2024
Q2 | $678K | Sell |
5,893
-281
| -5% | -$32.3K | 0.12% | 84 |
|
|
2024
Q1 | $718K | Buy |
6,174
+2
| +0% | +$232 | 0.13% | 82 |
|
|
2023
Q4 | $617K | Sell |
6,172
-36
| -0.6% | -$3.6K | 0.13% | 81 |
|
|
2023
Q3 | $730K | Sell |
6,208
-1,050
| -14% | -$123K | 0.17% | 65 |
|
|
2023
Q2 | $778K | Buy |
7,258
+3,066
| +73% | +$329K | 0.17% | 65 |
|
|
2023
Q1 | $460K | Sell |
4,192
-74
| -2% | -$8.12K | 0.11% | 76 |
|
|
2022
Q4 | $471K | Buy |
4,266
+1,624
| +61% | +$179K | 0.11% | 87 |
|
|
2022
Q3 | $231K | Buy |
2,642
+147
| +6% | +$12.9K | 0.06% | 119 |
|
|
2022
Q2 | $214K | Sell |
2,495
-1,040
| -29% | -$89.2K | 0.06% | 136 |
|
|
2022
Q1 | $292K | Buy |
3,535
+30
| +0.9% | +$2.48K | 0.08% | 131 |
|
|
2021
Q4 | $214K | Hold |
3,505
| – | – | 0.06% | 158 |
|
|
2021
Q3 | $206K | Sell |
3,505
-1,364
| -28% | -$80.2K | 0.06% | 152 |
|
|
2021
Q2 | $307K | Sell |
4,869
-341
| -7% | -$21.5K | 0.08% | 137 |
|
|
2021
Q1 | $291K | Buy |
5,210
+192
| +4% | +$10.7K | 0.09% | 118 |
|
|
2020
Q4 | $207K | Buy |
+5,018
| New | +$207K | 0.07% | 145 |
|
|
2020
Q3 | – | Sell |
-10,199
| Closed | -$456K | – | 169 |
|
|
2020
Q2 | $456K | Sell |
10,199
-28,551
| -74% | -$1.28M | 0.19% | 89 |
|
|
2020
Q1 | $1.47M | Sell |
38,750
-4,863
| -11% | -$185K | 0.73% | 42 |
|
|
2019
Q4 | $3.04M | Sell |
43,613
-2,306
| -5% | -$161K | 1.05% | 30 |
|
|
2019
Q3 | $3.24M | Sell |
45,919
-18
| -0% | -$1.27K | 1.21% | 26 |
|
|
2019
Q2 | $3.52M | Buy |
45,937
+3,395
| +8% | +$260K | 1.38% | 20 |
|
|
2019
Q1 | $3.44M | Buy |
42,542
+3,551
| +9% | +$287K | 1.48% | 17 |
|
|
2018
Q4 | $2.66M | Sell |
38,991
-14,068
| -27% | -$959K | 1.11% | 29 |
|
|
2018
Q3 | $4.51M | Sell |
53,059
-1,545
| -3% | -$131K | 2.63% | 14 |
|
|
2018
Q2 | $4.52M | Buy |
54,604
+3,820
| +8% | +$316K | 2.8% | 10 |
|
|
2018
Q1 | $3.79M | Sell |
50,784
-3,762
| -7% | -$281K | 2.85% | 15 |
|
|
2017
Q4 | $4.56M | Sell |
54,546
-6,157
| -10% | -$515K | 3.19% | 12 |
|
|
2017
Q3 | $4.98M | Sell |
60,703
-979
| -2% | -$80.3K | 3.41% | 8 |
|
|
2017
Q2 | $4.98M | Buy |
61,682
+2,794
| +5% | +$226K | 3.42% | 9 |
|
|
2017
Q1 | $4.83M | Buy |
58,888
+2,407
| +4% | +$197K | 3.32% | 12 |
|
|
2016
Q4 | $5.1M | Buy |
56,481
+31,806
| +129% | +$2.87M | 3.49% | 11 |
|
|
2016
Q3 | $2.15M | Buy |
24,675
+13,583
| +122% | +$1.19M | 1.22% | 28 |
|
|
2016
Q2 | $1.04M | Buy |
11,092
+29
| +0.3% | +$2.72K | 0.59% | 42 |
|
|
2016
Q1 | $925K | Sell |
11,063
-968
| -8% | -$80.9K | 0.6% | 31 |
|
|
2015
Q4 | $938K | Sell |
12,031
-5,744
| -32% | -$448K | 0.48% | 44 |
|
|
2015
Q3 | $1.32M | Sell |
17,775
-318
| -2% | -$23.6K | 0.58% | 46 |
|
|
2015
Q2 | $1.51M | Buy |
18,093
+5,102
| +39% | +$424K | 0.62% | 49 |
|
|
2015
Q1 | $1.1M | Sell |
12,991
-4,000
| -24% | -$340K | 0.51% | 46 |
|
|
2014
Q4 | $1.57M | Sell |
16,991
-53
| -0.3% | -$4.9K | 0.71% | 46 |
|
|
2014
Q3 | $1.6M | Buy |
17,044
+294
| +2% | +$27.7K | 0.73% | 45 |
|
|
2014
Q2 | $1.69M | Buy |
16,750
+23
| +0.1% | +$2.32K | 0.82% | 39 |
|
|
2014
Q1 | $1.63M | Buy |
16,727
+22
| +0.1% | +$2.15K | 0.85% | 42 |
|
|
2013
Q4 | $1.69M | Buy |
16,705
+1,022
| +7% | +$103K | 0.97% | 35 |
|
|
2013
Q3 | $1.35M | Sell |
15,683
-7,977
| -34% | -$687K | 0.87% | 39 |
|
|
2013
Q2 | $2.14M | Buy |
+23,660
| New | +$2.14M | 1.3% | 34 |
|