FSA
Franklin Street Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Sell |
145,993
-5,892
| -4% | -$635K | 0.98% | 38 |
|
|
2025
Q1 | $18.1M | Sell |
151,885
-78,899
| -34% | -$9.38M | 1.28% | 29 |
|
|
2024
Q4 | $24.8M | Sell |
230,784
-11,830
| -5% | -$1.27M | 1.65% | 18 |
|
|
2024
Q3 | $28.4M | Sell |
242,614
-92
| -0% | -$10.8K | 1.92% | 13 |
|
|
2024
Q2 | $27.9M | Sell |
242,706
-72,053
| -23% | -$8.29M | 2% | 11 |
|
|
2024
Q1 | $36.6M | Sell |
314,759
-2,726
| -0.9% | -$317K | 2.71% | 9 |
|
|
2023
Q4 | $31.7M | Sell |
317,485
-3,390
| -1% | -$339K | 2.6% | 10 |
|
|
2023
Q3 | $37.7M | Sell |
320,875
-5,965
| -2% | -$701K | 3.34% | 5 |
|
|
2023
Q2 | $35.1M | Sell |
326,840
-54,653
| -14% | -$5.86M | 2.97% | 5 |
|
|
2023
Q1 | $41.8M | Sell |
381,493
-37,560
| -9% | -$4.12M | 3.81% | 3 |
|
|
2022
Q4 | $46.2M | Sell |
419,053
-28,891
| -6% | -$3.19M | 4.39% | 3 |
|
|
2022
Q3 | $39.1M | Sell |
447,944
-12,863
| -3% | -$1.12M | 3.96% | 3 |
|
|
2022
Q2 | $39.5M | Sell |
460,807
-24,014
| -5% | -$2.06M | 3.73% | 3 |
|
|
2022
Q1 | $40M | Sell |
484,821
-6,520
| -1% | -$538K | 3.23% | 7 |
|
|
2021
Q4 | $30.1M | Buy |
491,341
+4,960
| +1% | +$304K | 2.27% | 11 |
|
|
2021
Q3 | $28.6M | Buy |
486,381
+65,009
| +15% | +$3.82M | 2.43% | 11 |
|
|
2021
Q2 | $26.6M | Buy |
421,372
+152,539
| +57% | +$9.62M | 2.25% | 12 |
|
|
2021
Q1 | $15M | Buy |
268,833
+242,953
| +939% | +$13.6M | 1.39% | 25 |
|
|
2020
Q4 | $1.07M | Buy |
25,880
+2,966
| +13% | +$122K | 0.1% | 77 |
|
|
2020
Q3 | $787K | Sell |
22,914
-3,001
| -12% | -$103K | 0.08% | 82 |
|
|
2020
Q2 | $1.16M | Sell |
25,915
-1,475
| -5% | -$66K | 0.14% | 69 |
|
|
2020
Q1 | $1.04M | Sell |
27,390
-12,096
| -31% | -$459K | 0.15% | 69 |
|
|
2019
Q4 | $2.76M | Sell |
39,486
-958
| -2% | -$66.8K | 0.33% | 62 |
|
|
2019
Q3 | $2.86M | Sell |
40,444
-3,930
| -9% | -$278K | 0.36% | 63 |
|
|
2019
Q2 | $3.4M | Sell |
44,374
-123
| -0.3% | -$9.42K | 0.44% | 60 |
|
|
2019
Q1 | $3.6M | Sell |
44,497
-1,751
| -4% | -$141K | 0.5% | 60 |
|
|
2018
Q4 | $3.15M | Sell |
46,248
-2,369
| -5% | -$162K | 0.5% | 60 |
|
|
2018
Q3 | $4.13M | Sell |
48,617
-820
| -2% | -$69.7K | 0.56% | 57 |
|
|
2018
Q2 | $4.09M | Sell |
49,437
-5,830
| -11% | -$482K | 0.6% | 57 |
|
|
2018
Q1 | $4.12M | Buy |
55,267
+153
| +0.3% | +$11.4K | 0.62% | 58 |
|
|
2017
Q4 | $4.61M | Sell |
55,114
-2,356
| -4% | -$197K | 0.69% | 55 |
|
|
2017
Q3 | $4.71M | Sell |
57,470
-740
| -1% | -$60.7K | 0.77% | 56 |
|
|
2017
Q2 | $4.7M | Sell |
58,210
-2,569
| -4% | -$207K | 0.8% | 50 |
|
|
2017
Q1 | $4.98M | Buy |
60,779
+3,663
| +6% | +$300K | 0.88% | 51 |
|
|
2016
Q4 | $5.16M | Sell |
57,116
-2,287
| -4% | -$206K | 0.91% | 50 |
|
|
2016
Q3 | $5.19M | Sell |
59,403
-190
| -0.3% | -$16.6K | 0.94% | 42 |
|
|
2016
Q2 | $5.59M | Buy |
59,593
+7,646
| +15% | +$717K | 1.06% | 29 |
|
|
2016
Q1 | $4.34M | Sell |
51,947
-1,557
| -3% | -$130K | 0.86% | 35 |
|
|
2015
Q4 | $4.17M | Sell |
53,504
-148
| -0.3% | -$11.5K | 0.82% | 39 |
|
|
2015
Q3 | $3.99M | Buy |
53,652
+313
| +0.6% | +$23.3K | 0.79% | 40 |
|
|
2015
Q2 | $4.44M | Buy |
53,339
+417
| +0.8% | +$34.7K | 0.79% | 42 |
|
|
2015
Q1 | $4.5M | Sell |
52,922
-1,317
| -2% | -$112K | 0.82% | 39 |
|
|
2014
Q4 | $5.02M | Buy |
54,239
+191
| +0.4% | +$17.7K | 0.95% | 38 |
|
|
2014
Q3 | $5.08M | Sell |
54,048
-1,289
| -2% | -$121K | 0.97% | 34 |
|
|
2014
Q2 | $5.57M | Buy |
55,337
+1,635
| +3% | +$165K | 1.06% | 28 |
|
|
2014
Q1 | $5.25M | Sell |
53,702
-10,647
| -17% | -$1.04M | 1.05% | 29 |
|
|
2013
Q4 | $6.51M | Sell |
64,349
-1,962
| -3% | -$199K | 1.32% | 21 |
|
|
2013
Q3 | $5.71M | Sell |
66,311
-1,253
| -2% | -$108K | 1.28% | 22 |
|
|
2013
Q2 | $6.11M | Buy |
+67,564
| New | +$6.11M | 1.5% | 17 |
|