GIM
Goelzer Investment Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Sell |
162,289
-1,721
| -1% | -$186K | 0.96% | 13 |
|
|
2025
Q1 | $19.5M | Sell |
164,010
-1,465
| -0.9% | -$174K | 1.13% | 8 |
|
|
2024
Q4 | $17.8M | Sell |
165,475
-3,130
| -2% | -$337K | 1.03% | 11 |
|
|
2024
Q3 | $19.8M | Sell |
168,605
-2,767
| -2% | -$324K | 1.08% | 9 |
|
|
2024
Q2 | $19.7M | Buy |
171,372
+10,150
| +6% | +$1.17M | 1.1% | 10 |
|
|
2024
Q1 | $18.7M | Sell |
161,222
-1,848
| -1% | -$215K | 1.06% | 11 |
|
|
2023
Q4 | $16.3M | Buy |
163,070
+415
| +0.3% | +$41.5K | 1.05% | 10 |
|
|
2023
Q3 | $19.1M | Buy |
162,655
+1,767
| +1% | +$208K | 1.35% | 9 |
|
|
2023
Q2 | $17.3M | Sell |
160,888
-8,946
| -5% | -$959K | 1.46% | 10 |
|
|
2023
Q1 | $18.6M | Sell |
169,834
-22,534
| -12% | -$2.47M | 1.62% | 9 |
|
|
2022
Q4 | $21.2M | Sell |
192,368
-21,432
| -10% | -$2.36M | 1.82% | 10 |
|
|
2022
Q3 | $18.7M | Buy |
213,800
+4,422
| +2% | +$386K | 1.86% | 8 |
|
|
2022
Q2 | $17.9M | Buy |
209,378
+5,512
| +3% | +$472K | 1.73% | 9 |
|
|
2022
Q1 | $16.8M | Sell |
203,866
-1,255
| -0.6% | -$104K | 1.46% | 10 |
|
|
2021
Q4 | $12.6M | Buy |
205,121
+73,819
| +56% | +$4.52M | 1.02% | 15 |
|
|
2021
Q3 | $7.72M | Sell |
131,302
-10,376
| -7% | -$610K | 0.68% | 42 |
|
|
2021
Q2 | $8.94M | Buy |
141,678
+1,476
| +1% | +$93.1K | 0.74% | 38 |
|
|
2021
Q1 | $7.83M | Buy |
140,202
+342
| +0.2% | +$19.1K | 0.69% | 44 |
|
|
2020
Q4 | $5.77M | Sell |
139,860
-119,309
| -46% | -$4.92M | 0.53% | 60 |
|
|
2020
Q3 | $8.9M | Sell |
259,169
-33,696
| -12% | -$1.16M | 0.82% | 26 |
|
|
2020
Q2 | $13.1M | Buy |
292,865
+26,050
| +10% | +$1.16M | 1.26% | 15 |
|
|
2020
Q1 | $10.1M | Buy |
266,815
+37,714
| +16% | +$1.43M | 1.16% | 18 |
|
|
2019
Q4 | $16M | Sell |
229,101
-4,771
| -2% | -$333K | 1.37% | 15 |
|
|
2019
Q3 | $16.5M | Buy |
233,872
+173
| +0.1% | +$12.2K | 1.51% | 10 |
|
|
2019
Q2 | $17.9M | Buy |
233,699
+460
| +0.2% | +$35.2K | 1.65% | 8 |
|
|
2019
Q1 | $18.8M | Buy |
233,239
+94,120
| +68% | +$7.61M | 1.79% | 8 |
|
|
2018
Q4 | $9.49M | Sell |
139,119
-1,726
| -1% | -$118K | 1.21% | 18 |
|
|
2018
Q3 | $12M | Sell |
140,845
-1,473
| -1% | -$125K | 1.34% | 11 |
|
|
2018
Q2 | $11.8M | Sell |
142,318
-66
| -0% | -$5.46K | 1.37% | 9 |
|
|
2018
Q1 | $10.6M | Sell |
142,384
-5,291
| -4% | -$395K | 1.27% | 9 |
|
|
2017
Q4 | $12.4M | Buy |
147,675
+2,341
| +2% | +$196K | 1.39% | 11 |
|
|
2017
Q3 | $11.9M | Sell |
145,334
-793
| -0.5% | -$65K | 1.4% | 9 |
|
|
2017
Q2 | $11.8M | Buy |
146,127
+19,191
| +15% | +$1.55M | 1.45% | 10 |
|
|
2017
Q1 | $10.4M | Sell |
126,936
-945
| -0.7% | -$77.5K | 1.3% | 15 |
|
|
2016
Q4 | $11.5M | Buy |
127,881
+7,211
| +6% | +$651K | 1.5% | 11 |
|
|
2016
Q3 | $10.5M | Sell |
120,670
-11,822
| -9% | -$1.03M | 1.42% | 11 |
|
|
2016
Q2 | $12.4M | Buy |
132,492
+20,099
| +18% | +$1.88M | 1.71% | 6 |
|
|
2016
Q1 | $9.4M | Buy |
112,393
+4,290
| +4% | +$359K | 1.34% | 9 |
|
|
2015
Q4 | $8.43M | Buy |
108,103
+9,814
| +10% | +$765K | 1.23% | 14 |
|
|
2015
Q3 | $7.31M | Buy |
98,289
+13,146
| +15% | +$977K | 1.16% | 18 |
|
|
2015
Q2 | $7.08M | Buy |
85,143
+2,625
| +3% | +$218K | 1.07% | 17 |
|
|
2015
Q1 | $7.01M | Buy |
82,518
+1,035
| +1% | +$88K | 1.06% | 18 |
|
|
2014
Q4 | $7.53M | Buy |
81,483
+17,943
| +28% | +$1.66M | 1.14% | 16 |
|
|
2014
Q3 | $5.98M | Sell |
63,540
-418
| -0.7% | -$39.3K | 0.99% | 28 |
|
|
2014
Q2 | $6.44M | Buy |
63,958
+224
| +0.4% | +$22.6K | 1.07% | 26 |
|
|
2014
Q1 | $6.23M | Sell |
63,734
-40,388
| -39% | -$3.95M | 1.11% | 22 |
|
|
2013
Q4 | $10.5M | Buy |
104,122
+6,067
| +6% | +$614K | 1.91% | 1 |
|
|
2013
Q3 | $8.44M | Sell |
98,055
-96,667
| -50% | -$8.32M | 1.72% | 2 |
|
|
2013
Q2 | $17.6M | Buy |
+194,722
| New | +$17.6M | 1.87% | 1 |
|