Grassi Investment Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | 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% | -$546K | 0.25% | 66 |
|
|
2023
Q1 | $2.83M | Sell |
25,800
-40
| -0.2% | -$4.42K | 0.35% | 61 |
|
|
2022
Q4 | $2.85M | Hold |
25,840
| – | – | 0.38% | 61 |
|
|
2022
Q3 | $2.26M | Buy |
25,840
+140
| +0.5% | +$12.8K | 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% | +$6.25K | 0.16% | 78 |
|
|
2021
Q3 | $1.51M | Hold |
25,600
| – | – | 0.17% | 79 |
|
|
2021
Q2 | $1.61M | Hold |
25,600
| – | – | 0.18% | 76 |
|
|
2021
Q1 | $1.43M | Hold |
25,600
| – | – | 0.16% | 76 |
|
|
2020
Q4 | $1.05M | 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% | -$387K | 0.17% | 73 |
|
|
2019
Q4 | $2.27M | Hold |
32,600
| – | – | 0.31% | 68 |
|
|
2019
Q3 | $2.3M | Sell |
32,600
-101
| -0.3% | -$7.3K | 0.35% | 63 |
|
|
2019
Q2 | $2.51M | Sell |
32,701
-84,445
| -72% | -$6.54M | 0.37% | 66 |
|
|
2019
Q1 | $9.46M | Buy |
117,146
+15
| +0% | +$1.14K | 1.4% | 23 |
|
|
2018
Q4 | $7.99M | Buy |
117,131
+2,031
| +2% | +$159K | 1.37% | 32 |
|
|
2018
Q3 | $9.79M | Buy |
115,100
+21,500
| +23% | +$1.76M | 1.45% | 15 |
|
|
2018
Q2 | $7.74M | Buy |
93,600
+600
| +0.6% | +$47.8K | 1.24% | 25 |
|
|
2018
Q1 | $6.94M | Buy |
93,000
+11,600
| +14% | +$927K | 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% | -$90K | 1.16% | 35 |
|
|
2017
Q1 | $6.77M | Sell |
82,500
-6,200
| -7% | -$518K | 1.18% | 39 |
|
|
2016
Q4 | $8.01M | Sell |
88,700
-3,800
| -4% | -$332K | 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% | +$96.1K | 1.54% | 16 |
|
|
2015
Q4 | $7.12M | Buy |
91,300
+5,600
| +7% | +$448K | 1.46% | 22 |
|
|
2015
Q3 | $6.37M | Buy |
85,700
+46,900
| +121% | +$3.61M | 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% | -$46.6K | 0.63% | 58 |
|
|
2014
Q3 | $3.7M | Hold |
39,300
| – | – | 0.7% | 55 |
|
|
2014
Q2 | $3.96M | Sell |
39,300
-200
| -0.5% | -$20.2K | 0.87% | 52 |
|
|
2014
Q1 | $3.86M | Sell |
39,500
-1,800
| -4% | -$172K | 0.91% | 48 |
|
|
2013
Q4 | $4.18M | Sell |
41,300
-2,300
| -5% | -$213K | 1% | 46 |
|
|
2013
Q3 | $3.75M | Buy |
43,600
+250
| +0.6% | +$22.5K | 0.99% | 47 |
|
|
2013
Q2 | $3.92M | Buy |
+43,350
| New | +$3.9M | 1.05% | 41 |
|
Other funds holding XOM
Grassi Investment Management's XOM Position: Q2 2025 in Review
Grassi Investment Management held its ExxonMobil (XOM) position steady in Q2 2025 at 20,800 shares worth $2.24M. The position accounts for 0.18% of the portfolio, ranked #63.
Grassi Investment Management first reported a position in XOM in Q2 2013 and has held it in 49 quarters since. The position peaked at $9.79M in Q3 2018. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.
- Grassi Investment Management held 20,800 shares of ExxonMobil worth $2.24M as of Q2 2025.
- Grassi Investment Management left its ExxonMobil share count unchanged in Q2 2025.
- ExxonMobil made up 0.18% of Grassi Investment Management's portfolio in Q2 2025, its #63 holding.
- Grassi Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 49 quarters since.
- Grassi Investment Management's ExxonMobil position peaked at $9.79M in Q3 2018.
- 4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.
Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.