GIA
GHP Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38M | Buy |
68,449
+1,225
| +2% | +$132K | 0.33% | 110 |
|
|
2025
Q1 | $7.99M | Buy |
67,224
+2,709
| +4% | +$322K | 0.38% | 95 |
|
|
2024
Q4 | $6.94M | Buy |
64,515
+4,708
| +8% | +$506K | 0.32% | 114 |
|
|
2024
Q3 | $7.01M | Buy |
59,807
+3,067
| +5% | +$360K | 0.32% | 120 |
|
|
2024
Q2 | $6.53M | Buy |
56,740
+4,411
| +8% | +$508K | 0.33% | 113 |
|
|
2024
Q1 | $6.08M | Buy |
52,329
+3,850
| +8% | +$448K | 0.3% | 126 |
|
|
2023
Q4 | $4.85M | Buy |
48,479
+4,811
| +11% | +$481K | 0.26% | 136 |
|
|
2023
Q3 | $4.8M | Buy |
43,668
+853
| +2% | +$93.7K | 0.29% | 119 |
|
|
2023
Q2 | $4.79M | Buy |
42,815
+5,265
| +14% | +$589K | 0.28% | 126 |
|
|
2023
Q1 | $4.12M | Buy |
37,550
+2,314
| +7% | +$254K | 0.26% | 134 |
|
|
2022
Q4 | $3.89M | Buy |
35,236
+5,466
| +18% | +$603K | 0.26% | 138 |
|
|
2022
Q3 | $2.6M | Buy |
29,770
+2,826
| +10% | +$247K | 0.2% | 168 |
|
|
2022
Q2 | $2.31M | Buy |
26,944
+303
| +1% | +$26K | 0.17% | 191 |
|
|
2022
Q1 | $2.2M | Buy |
26,641
+802
| +3% | +$66.2K | 0.14% | 205 |
|
|
2021
Q4 | $1.58M | Sell |
25,839
-1,851
| -7% | -$113K | 0.11% | 196 |
|
|
2021
Q3 | $1.63M | Buy |
27,690
+3,301
| +14% | +$194K | 0.13% | 183 |
|
|
2021
Q2 | $1.54M | Sell |
24,389
-369
| -1% | -$23.3K | 0.12% | 183 |
|
|
2021
Q1 | $1.38M | Buy |
24,758
+290
| +1% | +$16.2K | 0.12% | 181 |
|
|
2020
Q4 | $1.01M | Sell |
24,468
-1,173
| -5% | -$48.4K | 0.1% | 184 |
|
|
2020
Q3 | $880K | Buy |
25,641
+484
| +2% | +$16.6K | 0.1% | 187 |
|
|
2020
Q2 | $1.13M | Sell |
25,157
-3,206
| -11% | -$143K | 0.14% | 173 |
|
|
2020
Q1 | $1.08M | Sell |
28,363
-552
| -2% | -$21K | 0.16% | 162 |
|
|
2019
Q4 | $2.02M | Sell |
28,915
-2,470
| -8% | -$172K | 0.22% | 143 |
|
|
2019
Q3 | $2.22M | Sell |
31,385
-940
| -3% | -$66.4K | 0.28% | 118 |
|
|
2019
Q2 | $2.48M | Buy |
32,325
+1,605
| +5% | +$123K | 0.3% | 116 |
|
|
2019
Q1 | $2.48M | Buy |
30,720
+1,268
| +4% | +$102K | 0.32% | 107 |
|
|
2018
Q4 | $2.01M | Sell |
29,452
-12,031
| -29% | -$820K | 0.3% | 111 |
|
|
2018
Q3 | $3.53M | Buy |
41,483
+5,271
| +15% | +$448K | 0.47% | 63 |
|
|
2018
Q2 | $3M | Buy |
36,212
+1,608
| +5% | +$133K | 0.42% | 72 |
|
|
2018
Q1 | $2.58M | Buy |
34,604
+331
| +1% | +$24.7K | 0.37% | 85 |
|
|
2017
Q4 | $2.87M | Buy |
34,273
+358
| +1% | +$29.9K | 0.41% | 74 |
|
|
2017
Q3 | $2.78M | Buy |
33,915
+55
| +0.2% | +$4.51K | 0.42% | 71 |
|
|
2017
Q2 | $2.73M | Sell |
33,860
-1,861
| -5% | -$150K | 0.43% | 70 |
|
|
2017
Q1 | $2.93M | Buy |
35,721
+689
| +2% | +$56.5K | 0.5% | 60 |
|
|
2016
Q4 | $3.16M | Buy |
35,032
+2,052
| +6% | +$185K | 0.59% | 41 |
|
|
2016
Q3 | $2.88M | Buy |
32,980
+2,728
| +9% | +$238K | 0.59% | 40 |
|
|
2016
Q2 | $2.84M | Sell |
30,252
-2,107
| -7% | -$198K | 0.61% | 39 |
|
|
2016
Q1 | $2.71M | Buy |
32,359
+1,164
| +4% | +$97.3K | 0.61% | 37 |
|
|
2015
Q4 | $2.43M | Sell |
31,195
-1,206
| -4% | -$94K | 0.59% | 40 |
|
|
2015
Q3 | $2.41M | Buy |
32,401
+2,971
| +10% | +$221K | 0.62% | 36 |
|
|
2015
Q2 | $2.35M | Buy |
29,430
+2,975
| +11% | +$238K | 0.58% | 39 |
|
|
2015
Q1 | $2.25M | Sell |
26,455
-1,047
| -4% | -$89K | 0.59% | 38 |
|
|
2014
Q4 | $2.54M | Buy |
27,502
+284
| +1% | +$26.3K | 0.7% | 26 |
|
|
2014
Q3 | $2.56M | Buy |
27,218
+2,221
| +9% | +$209K | 0.75% | 22 |
|
|
2014
Q2 | $2.52M | Buy |
24,997
+640
| +3% | +$64.4K | 0.74% | 22 |
|
|
2014
Q1 | $2.38M | Buy |
24,357
+271
| +1% | +$26.5K | 0.76% | 20 |
|
|
2013
Q4 | $2.44M | Sell |
24,086
-472
| -2% | -$47.8K | 0.8% | 19 |
|
|
2013
Q3 | $2.11M | Buy |
24,558
+435
| +2% | +$37.4K | 0.77% | 21 |
|
|
2013
Q2 | $2.18M | Buy |
+24,123
| New | +$2.18M | 0.87% | 19 |
|