Financial Counselors Inc’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 | – | Sell |
-625,442
| Closed | -$74.4M | – | 568 |
|
2025
Q1 | $74.4M | Buy |
625,442
+28,039
| +5% | +$3.33M | 1.13% | 17 |
|
2024
Q4 | $64.3M | Buy |
597,403
+8,400
| +1% | +$904K | 0.94% | 24 |
|
2024
Q3 | $69M | Buy |
589,003
+11,925
| +2% | +$1.4M | 1.02% | 19 |
|
2024
Q2 | $66.4M | Buy |
577,078
+93,123
| +19% | +$10.7M | 1.07% | 18 |
|
2024
Q1 | $56.3M | Buy |
483,955
+77,750
| +19% | +$9.04M | 0.95% | 23 |
|
2023
Q4 | $40.6M | Buy |
406,205
+8,011
| +2% | +$801K | 0.72% | 41 |
|
2023
Q3 | $46.8M | Buy |
398,194
+12,651
| +3% | +$1.49M | 0.94% | 26 |
|
2023
Q2 | $41.4M | Buy |
385,543
+10,129
| +3% | +$1.09M | 0.84% | 32 |
|
2023
Q1 | $41.2M | Sell |
375,414
-42,441
| -10% | -$4.65M | 0.89% | 28 |
|
2022
Q4 | $46.1M | Sell |
417,855
-6,974
| -2% | -$769K | 1.03% | 19 |
|
2022
Q3 | $37.1M | Sell |
424,829
-5,474
| -1% | -$478K | 0.91% | 25 |
|
2022
Q2 | $36.9M | Buy |
430,303
+16,109
| +4% | +$1.38M | 0.86% | 29 |
|
2022
Q1 | $34.2M | Buy |
414,194
+9,588
| +2% | +$792K | 0.71% | 38 |
|
2021
Q4 | $24.8M | Sell |
404,606
-35,390
| -8% | -$2.17M | 0.51% | 62 |
|
2021
Q3 | $25.9M | Sell |
439,996
-6,335
| -1% | -$373K | 0.55% | 53 |
|
2021
Q2 | $28.2M | Buy |
446,331
+314
| +0.1% | +$19.8K | 0.61% | 50 |
|
2021
Q1 | $24.9M | Buy |
446,017
+14,120
| +3% | +$788K | 0.58% | 52 |
|
2020
Q4 | $17.8M | Sell |
431,897
-6,996
| -2% | -$288K | 0.45% | 65 |
|
2020
Q3 | $15.1M | Buy |
438,893
+67,366
| +18% | +$2.31M | 0.44% | 66 |
|
2020
Q2 | $16.6M | Buy |
371,527
+39,041
| +12% | +$1.75M | 0.53% | 52 |
|
2020
Q1 | $12.6M | Buy |
332,486
+81,957
| +33% | +$3.11M | 0.56% | 51 |
|
2019
Q4 | $17.5M | Sell |
250,529
-2,255
| -0.9% | -$157K | 0.62% | 46 |
|
2019
Q3 | $17.8M | Buy |
252,784
+5,298
| +2% | +$374K | 0.7% | 41 |
|
2019
Q2 | $19M | Buy |
247,486
+6,916
| +3% | +$530K | 0.77% | 33 |
|
2019
Q1 | $19.4M | Buy |
240,570
+1,668
| +0.7% | +$135K | 0.83% | 28 |
|
2018
Q4 | $16.3M | Sell |
238,902
-7,845
| -3% | -$535K | 0.8% | 33 |
|
2018
Q3 | $21M | Sell |
246,747
-2,148
| -0.9% | -$183K | 0.92% | 22 |
|
2018
Q2 | $20.6M | Buy |
248,895
+13,742
| +6% | +$1.14M | 0.95% | 19 |
|
2018
Q1 | $17.5M | Sell |
235,153
-2,154
| -0.9% | -$161K | 0.83% | 27 |
|
2017
Q4 | $19.8M | Sell |
237,307
-9,713
| -4% | -$812K | 0.91% | 24 |
|
2017
Q3 | $20.3M | Buy |
247,020
+12,243
| +5% | +$1M | 0.99% | 20 |
|
2017
Q2 | $19M | Sell |
234,777
-12,634
| -5% | -$1.02M | 0.94% | 17 |
|
2017
Q1 | $20.3M | Sell |
247,411
-6,559
| -3% | -$538K | 1.04% | 15 |
|
2016
Q4 | $22.9M | Buy |
+253,970
| New | +$22.9M | 1.22% | 11 |
|
2016
Q2 | $20.8M | Buy |
221,792
+9,784
| +5% | +$917K | 1.24% | 10 |
|
2016
Q1 | $17.7M | Sell |
212,008
-1,479
| -0.7% | -$124K | 1.1% | 14 |
|
2015
Q4 | $16.6M | Buy |
213,487
+1,949
| +0.9% | +$152K | 1.07% | 12 |
|
2015
Q3 | $15.7M | Sell |
211,538
-4,403
| -2% | -$327K | 1.08% | 12 |
|
2015
Q2 | $18M | Sell |
215,941
-303
| -0.1% | -$25.2K | 1.14% | 12 |
|
2015
Q1 | $18.4M | Buy |
216,244
+3,864
| +2% | +$328K | 1.14% | 11 |
|
2014
Q4 | $19.6M | Buy |
212,380
+4,738
| +2% | +$438K | 1.24% | 12 |
|
2014
Q3 | $19.5M | Buy |
207,642
+1,402
| +0.7% | +$132K | 1.37% | 10 |
|
2014
Q2 | $20.8M | Sell |
206,240
-600
| -0.3% | -$60.4K | 1.45% | 6 |
|
2014
Q1 | $20.2M | Sell |
206,840
-4,365
| -2% | -$426K | 1.45% | 4 |
|
2013
Q4 | $21.4M | Buy |
211,205
+1,656
| +0.8% | +$168K | 1.6% | 5 |
|
2013
Q3 | $18M | Sell |
209,549
-10,389
| -5% | -$894K | 1.49% | 5 |
|
2013
Q2 | $19.9M | Buy |
+219,938
| New | +$19.9M | 1.65% | 3 |
|