GIA
Gladstone Institutional Advisory’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
110,600
+1,353
| +1% | +$146K | 0.49% | 44 |
|
|
2025
Q1 | $13M | Buy |
109,247
+6,482
| +6% | +$771K | 0.61% | 33 |
|
|
2024
Q4 | $11.1M | Buy |
102,765
+5,030
| +5% | +$541K | 0.51% | 38 |
|
|
2024
Q3 | $11.5M | Buy |
97,735
+6,431
| +7% | +$754K | 0.56% | 36 |
|
|
2024
Q2 | $10.5M | Buy |
91,304
+6,745
| +8% | +$776K | 0.55% | 34 |
|
|
2024
Q1 | $9.83M | Buy |
84,559
+11,929
| +16% | +$1.39M | 0.54% | 37 |
|
|
2023
Q4 | $7.26M | Buy |
72,630
+9,161
| +14% | +$916K | 0.41% | 55 |
|
|
2023
Q3 | $7.46M | Buy |
63,469
+3,968
| +7% | +$467K | 0.48% | 44 |
|
|
2023
Q2 | $6.38M | Sell |
59,501
-41,871
| -41% | -$4.49M | 0.39% | 61 |
|
|
2023
Q1 | $11.1M | Buy |
101,372
+5,797
| +6% | +$636K | 0.72% | 22 |
|
|
2022
Q4 | $10.5M | Sell |
95,575
-11,564
| -11% | -$1.28M | 0.74% | 21 |
|
|
2022
Q3 | $9.35M | Sell |
107,139
-8,433
| -7% | -$736K | 0.73% | 26 |
|
|
2022
Q2 | $9.9M | Sell |
115,572
-9,997
| -8% | -$856K | 0.78% | 21 |
|
|
2022
Q1 | $10.4M | Buy |
125,569
+27,069
| +27% | +$2.24M | 0.7% | 24 |
|
|
2021
Q4 | $6.03M | Buy |
98,500
+11,734
| +14% | +$718K | 0.47% | 52 |
|
|
2021
Q3 | $5.1M | Buy |
86,766
+7,651
| +10% | +$450K | 0.5% | 45 |
|
|
2021
Q2 | $4.99M | Buy |
79,115
+27,744
| +54% | +$1.75M | 0.59% | 37 |
|
|
2021
Q1 | $2.87M | Buy |
51,371
+16,216
| +46% | +$905K | 0.45% | 57 |
|
|
2020
Q4 | $1.45M | Sell |
35,155
-10,181
| -22% | -$420K | 0.29% | 79 |
|
|
2020
Q3 | $1.56M | Buy |
45,336
+4,687
| +12% | +$161K | 0.37% | 59 |
|
|
2020
Q2 | $1.82M | Buy |
40,649
+1,415
| +4% | +$63.3K | 0.46% | 49 |
|
|
2020
Q1 | $1.49M | Sell |
39,234
-3,049
| -7% | -$116K | 0.38% | 60 |
|
|
2019
Q4 | $2.95M | Buy |
42,283
+1,268
| +3% | +$88.5K | 0.72% | 34 |
|
|
2019
Q3 | $2.9M | Buy |
41,015
+37,063
| +938% | +$2.62M | 0.74% | 34 |
|
|
2019
Q2 | $303K | Buy |
3,952
+351
| +10% | +$26.9K | 0.09% | 199 |
|
|
2019
Q1 | $291K | Sell |
3,601
-62
| -2% | -$5.01K | 0.11% | 155 |
|
|
2018
Q4 | $250K | Buy |
+3,663
| New | +$250K | 0.15% | 142 |
|