Grassi Investment Management’s Exxon Mobil 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 |
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|
2025
Q1 | $2.47M | Hold |
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|
2024
Q4 | $2.24M | Hold |
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|
2024
Q3 | $2.44M | Hold |
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|
2024
Q2 | $2.39M | Hold |
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|
2024
Q1 | $2.42M | Hold |
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|
2023
Q4 | $2.08M | Hold |
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|
2023
Q3 | $2.45M | Hold |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $2.83M | Sell |
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|
2022
Q4 | $2.85M | Hold |
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|
2022
Q3 | $2.26M | Buy |
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|
2022
Q2 | $2.2M | Hold |
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|
2022
Q1 | $2.12M | Hold |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.51M | Hold |
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|
2021
Q2 | $1.61M | Hold |
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|
2021
Q1 | $1.43M | Hold |
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|
2020
Q4 | $1.05M | Hold |
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|
2020
Q3 | $879K | Hold |
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|
2020
Q2 | $1.15M | Hold |
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|
2020
Q1 | $972K | Sell |
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|
2019
Q4 | $2.27M | Hold |
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|
2019
Q3 | $2.3M | Sell |
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|
2019
Q2 | $2.51M | Sell |
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|
2019
Q1 | $9.46M | Buy |
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|
2018
Q4 | $7.99M | Buy |
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|
2018
Q3 | $9.79M | Buy |
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|
2018
Q2 | $7.74M | Buy |
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|
2018
Q1 | $6.94M | Buy |
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|
2017
Q4 | $6.81M | Hold |
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|
2017
Q3 | $6.67M | Hold |
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|
2017
Q2 | $6.57M | Sell |
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|
2017
Q1 | $6.77M | Sell |
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|
2016
Q4 | $8.01M | Sell |
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|
2016
Q3 | $8.07M | Hold |
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|
2016
Q2 | $8.67M | Hold |
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|
2016
Q1 | $7.73M | Buy |
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|
2015
Q4 | $7.12M | Buy |
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|
2015
Q3 | $6.37M | Buy |
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|
2015
Q2 | $3.23M | Hold |
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|
2015
Q1 | $3.3M | Hold |
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|
2014
Q4 | $3.59M | Sell |
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|
2014
Q3 | $3.7M | Hold |
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|
2014
Q2 | $3.96M | Sell |
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|
2014
Q1 | $3.86M | Sell |
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|
2013
Q4 | $4.18M | Sell |
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|
2013
Q3 | $3.75M | Buy |
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|
2013
Q2 | $3.92M | Buy |
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