Gradient Investments’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
140,523
+5,241
| +4% | +$565K | 0.28% | 110 |
|
|
2025
Q1 | $16.1M | Sell |
135,282
-1,364
| -1% | -$162K | 0.32% | 95 |
|
|
2024
Q4 | $14.7M | Buy |
136,646
+164
| +0.1% | +$17.6K | 0.3% | 96 |
|
|
2024
Q3 | $16M | Sell |
136,482
-25,522
| -16% | -$2.99M | 0.33% | 86 |
|
|
2024
Q2 | $18.6M | Sell |
162,004
-4,401
| -3% | -$507K | 0.42% | 73 |
|
|
2024
Q1 | $19.3M | Sell |
166,405
-28,126
| -14% | -$3.27M | 0.45% | 59 |
|
|
2023
Q4 | $19.4M | Buy |
194,531
+5,407
| +3% | +$541K | 0.47% | 59 |
|
|
2023
Q3 | $22.2M | Sell |
189,124
-1,653
| -0.9% | -$194K | 0.59% | 48 |
|
|
2023
Q2 | $20.5M | Buy |
190,777
+2,942
| +2% | +$316K | 0.53% | 51 |
|
|
2023
Q1 | $20.6M | Buy |
187,835
+7,312
| +4% | +$802K | 0.56% | 47 |
|
|
2022
Q4 | $19.9M | Sell |
180,523
-10,244
| -5% | -$1.13M | 0.63% | 38 |
|
|
2022
Q3 | $16.7M | Buy |
190,767
+9,785
| +5% | +$854K | 0.51% | 44 |
|
|
2022
Q2 | $15.5M | Sell |
180,982
-24,160
| -12% | -$2.07M | 0.45% | 46 |
|
|
2022
Q1 | $16.9M | Sell |
205,142
-45,213
| -18% | -$3.73M | 0.44% | 50 |
|
|
2021
Q4 | $15.3M | Buy |
250,355
+6,695
| +3% | +$410K | 0.39% | 54 |
|
|
2021
Q3 | $14.3M | Sell |
243,660
-71,851
| -23% | -$4.23M | 0.4% | 51 |
|
|
2021
Q2 | $19.9M | Buy |
315,511
+2,364
| +0.8% | +$149K | 0.58% | 33 |
|
|
2021
Q1 | $17.5M | Sell |
313,147
-86,397
| -22% | -$4.82M | 0.57% | 36 |
|
|
2020
Q4 | $13.7M | Sell |
399,544
-3,573
| -0.9% | -$123K | 0.58% | 42 |
|
|
2020
Q3 | $13.8M | Buy |
403,117
+93,106
| +30% | +$3.2M | 0.58% | 42 |
|
|
2020
Q2 | $13.9M | Buy |
310,011
+10,466
| +3% | +$468K | 0.63% | 33 |
|
|
2020
Q1 | $11.4M | Buy |
299,545
+89,774
| +43% | +$3.41M | 0.61% | 35 |
|
|
2019
Q4 | $14.6M | Buy |
209,771
+18,358
| +10% | +$1.28M | 0.65% | 27 |
|
|
2019
Q3 | $13.5M | Buy |
191,413
+17,677
| +10% | +$1.25M | 0.66% | 25 |
|
|
2019
Q2 | $13.3M | Buy |
173,736
+38,322
| +28% | +$2.94M | 0.68% | 24 |
|
|
2019
Q1 | $10.9M | Sell |
135,414
-12,300
| -8% | -$994K | 0.71% | 25 |
|
|
2018
Q4 | $10.1M | Sell |
147,714
-1,494
| -1% | -$102K | 0.6% | 21 |
|
|
2018
Q3 | $12.7M | Buy |
149,208
+8,041
| +6% | +$684K | 0.65% | 18 |
|
|
2018
Q2 | $11.7M | Buy |
141,167
+6,212
| +5% | +$514K | 0.62% | 21 |
|
|
2018
Q1 | $10.1M | Buy |
134,955
+107,856
| +398% | +$8.05M | 0.55% | 24 |
|
|
2017
Q4 | $2.27M | Sell |
27,099
-723
| -3% | -$60.5K | 0.13% | 93 |
|
|
2017
Q3 | $2.28M | Sell |
27,822
-74,851
| -73% | -$6.14M | 0.15% | 89 |
|
|
2017
Q2 | $8.29M | Sell |
102,673
-2,588
| -2% | -$209K | 0.58% | 24 |
|
|
2017
Q1 | $8.63M | Buy |
105,261
+12,573
| +14% | +$1.03M | 0.66% | 23 |
|
|
2016
Q4 | $8.37M | Buy |
92,688
+12,732
| +16% | +$1.15M | 0.73% | 22 |
|
|
2016
Q3 | $6.98M | Buy |
79,956
+7,625
| +11% | +$666K | 0.69% | 25 |
|
|
2016
Q2 | $6.78M | Buy |
72,331
+7,064
| +11% | +$662K | 0.73% | 23 |
|
|
2016
Q1 | $5.46M | Buy |
65,267
+5,493
| +9% | +$459K | 0.67% | 23 |
|
|
2015
Q4 | $4.66M | Buy |
59,774
+1,551
| +3% | +$121K | 0.62% | 25 |
|
|
2015
Q3 | $4.33M | Buy |
58,223
+1,428
| +3% | +$106K | 0.61% | 28 |
|
|
2015
Q2 | $4.73M | Buy |
56,795
+6,055
| +12% | +$504K | 0.65% | 27 |
|
|
2015
Q1 | $4.31M | Buy |
50,740
+2,645
| +5% | +$225K | 0.64% | 30 |
|
|
2014
Q4 | $4.45M | Buy |
48,095
+35,765
| +290% | +$3.31M | 0.73% | 24 |
|
|
2014
Q3 | $1.16M | Sell |
12,330
-23,535
| -66% | -$2.21M | 0.21% | 101 |
|
|
2014
Q2 | $3.61M | Buy |
35,865
+13,253
| +59% | +$1.33M | 0.71% | 23 |
|
|
2014
Q1 | $2.21M | Buy |
22,612
+21,029
| +1,328% | +$2.05M | 0.51% | 38 |
|
|
2013
Q4 | $160K | Sell |
1,583
-317
| -17% | -$32K | 0.04% | 169 |
|
|
2013
Q3 | $163K | Sell |
1,900
-3,258
| -63% | -$280K | 0.05% | 138 |
|
|
2013
Q2 | $466K | Buy |
+5,158
| New | +$466K | 0.18% | 93 |
|