GIM
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Grassi Investment Management’s Exxon Mobil XOM Stock Holding History

Grassi Investment Management’s Portfolio XOM Stock Details XOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.24M Hold
20,800
– – 0.18% 63
2025
Q1 		$2.47M Hold
20,800
– – 0.23% 61
2024
Q4 		$2.24M Hold
20,800
– – 0.19% 60
2024
Q3 		$2.44M Hold
20,800
– – 0.21% 59
2024
Q2 		$2.39M Hold
20,800
– – 0.21% 60
2024
Q1 		$2.42M Hold
20,800
– – 0.22% 59
2023
Q4 		$2.08M Hold
20,800
– – 0.22% 61
2023
Q3 		$2.45M Hold
20,800
– – 0.28% 63
2023
Q2 		$2.23M Sell
20,800
-5,000
-19% -$536K 0.25% 66
2023
Q1 		$2.83M Sell
25,800
-40
-0.2% -$4.39K 0.35% 61
2022
Q4 		$2.85M Hold
25,840
– – 0.38% 61
2022
Q3 		$2.26M Buy
25,840
+140
+0.5% +$12.2K 0.33% 65
2022
Q2 		$2.2M Hold
25,700
– – 0.29% 70
2022
Q1 		$2.12M Hold
25,700
– – 0.22% 72
2021
Q4 		$1.57M Buy
25,700
+100
+0.4% +$6.12K 0.16% 78
2021
Q3 		$1.51M Hold
25,600
– – 0.17% 79
2021
Q2 		$1.62M Hold
25,600
– – 0.18% 76
2021
Q1 		$1.43M Hold
25,600
– – 0.16% 76
2020
Q4 		$1.06M Hold
25,600
– – 0.13% 82
2020
Q3 		$879K Hold
25,600
– – 0.12% 83
2020
Q2 		$1.15M Hold
25,600
– – 0.17% 75
2020
Q1 		$972K Sell
25,600
-7,000
-21% -$266K 0.17% 73
2019
Q4 		$2.28M Hold
32,600
– – 0.31% 68
2019
Q3 		$2.3M Sell
32,600
-101
-0.3% -$7.13K 0.35% 63
2019
Q2 		$2.51M Sell
32,701
-84,445
-72% -$6.47M 0.37% 66
2019
Q1 		$9.47M Buy
117,146
+15
+0% +$1.21K 1.4% 23
2018
Q4 		$7.99M Buy
117,131
+2,031
+2% +$138K 1.37% 32
2018
Q3 		$9.79M Buy
115,100
+21,500
+23% +$1.83M 1.45% 15
2018
Q2 		$7.74M Buy
93,600
+600
+0.6% +$49.6K 1.24% 25
2018
Q1 		$6.94M Buy
93,000
+11,600
+14% +$866K 1.13% 36
2017
Q4 		$6.81M Hold
81,400
– – 1.1% 38
2017
Q3 		$6.67M Hold
81,400
– – 1.12% 34
2017
Q2 		$6.57M Sell
81,400
-1,100
-1% -$88.8K 1.16% 35
2017
Q1 		$6.77M Sell
82,500
-6,200
-7% -$508K 1.18% 39
2016
Q4 		$8.01M Sell
88,700
-3,800
-4% -$343K 1.45% 21
2016
Q3 		$8.07M Hold
92,500
– – 1.51% 16
2016
Q2 		$8.67M Hold
92,500
– – 1.64% 10
2016
Q1 		$7.73M Buy
92,500
+1,200
+1% +$100K 1.54% 16
2015
Q4 		$7.12M Buy
91,300
+5,600
+7% +$437K 1.46% 22
2015
Q3 		$6.37M Buy
85,700
+46,900
+121% +$3.49M 1.35% 24
2015
Q2 		$3.23M Hold
38,800
– – 0.61% 61
2015
Q1 		$3.3M Hold
38,800
– – 0.61% 64
2014
Q4 		$3.59M Sell
38,800
-500
-1% -$46.2K 0.63% 58
2014
Q3 		$3.7M Hold
39,300
– – 0.7% 55
2014
Q2 		$3.96M Sell
39,300
-200
-0.5% -$20.1K 0.87% 52
2014
Q1 		$3.86M Sell
39,500
-1,800
-4% -$176K 0.91% 48
2013
Q4 		$4.18M Sell
41,300
-2,300
-5% -$233K 1% 46
2013
Q3 		$3.75M Buy
43,600
+250
+0.6% +$21.5K 0.99% 47
2013
Q2 		$3.92M Buy
+43,350
New +$3.92M 1.05% 41