Greatmark Investment Partners’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.5M Sell
41,785
-584
-1% -$63K 0.57% 39
2025
Q1
$5.04M Buy
42,369
+2,788
+7% +$332K 0.69% 37
2024
Q4
$4.26M Sell
39,581
-2,705
-6% -$291K 0.58% 40
2024
Q3
$4.96M Buy
42,286
+85
+0.2% +$9.96K 0.67% 38
2024
Q2
$4.86M Buy
42,201
+205
+0.5% +$23.6K 0.71% 38
2024
Q1
$4.88M Buy
41,996
+6,740
+19% +$783K 0.69% 38
2023
Q4
$3.52M Buy
35,256
+70
+0.2% +$7K 0.55% 41
2023
Q3
$4.14M Buy
35,186
+2,550
+8% +$300K 0.73% 36
2023
Q2
$3.5M Buy
32,636
+369
+1% +$39.6K 0.59% 41
2023
Q1
$3.54M Sell
32,267
-2,280
-7% -$250K 0.63% 42
2022
Q4
$3.81M Sell
34,547
-4,375
-11% -$483K 0.7% 38
2022
Q3
$3.4M Buy
38,922
+5,360
+16% +$468K 0.66% 38
2022
Q2
$2.87M Buy
33,562
+461
+1% +$39.5K 0.55% 43
2022
Q1
$2.73M Buy
33,101
+5,975
+22% +$494K 0.45% 45
2021
Q4
$1.66M Buy
27,126
+3,650
+16% +$223K 0.28% 59
2021
Q3
$1.38M Sell
23,476
-4,418
-16% -$260K 0.26% 62
2021
Q2
$1.76M Sell
27,894
-300
-1% -$18.9K 0.32% 57
2021
Q1
$1.57M Buy
28,194
+875
+3% +$48.8K 0.31% 58
2020
Q4
$1.13M Buy
27,319
+1,069
+4% +$44.1K 0.24% 57
2020
Q3
$901K Sell
26,250
-905
-3% -$31.1K 0.23% 61
2020
Q2
$1.21M Buy
27,155
+1,360
+5% +$60.8K 0.32% 54
2020
Q1
$979K Buy
25,795
+2,419
+10% +$91.8K 0.31% 54
2019
Q4
$1.63M Sell
23,376
-1,450
-6% -$101K 0.4% 47
2019
Q3
$1.75M Sell
24,826
-1,069
-4% -$75.5K 0.48% 44
2019
Q2
$1.98M Sell
25,895
-1,050
-4% -$80.4K 0.59% 41
2019
Q1
$2.18M Sell
26,945
-3,590
-12% -$290K 0.69% 38
2018
Q4
$2.08M Sell
30,535
-21,804
-42% -$1.49M 0.75% 35
2018
Q3
$4.45M Buy
52,339
+32,473
+163% +$2.76M 1.4% 26
2018
Q2
$1.64M Buy
19,866
+481
+2% +$39.8K 0.57% 40
2018
Q1
$1.45M Sell
19,385
-2,140
-10% -$160K 0.53% 46
2017
Q4
$1.8M Sell
21,525
-420
-2% -$35.1K 0.65% 41
2017
Q3
$1.8M Sell
21,945
-400
-2% -$32.8K 0.69% 40
2017
Q2
$1.8M Hold
22,345
0.72% 38
2017
Q1
$1.83M Buy
22,345
+750
+3% +$61.5K 0.75% 40
2016
Q4
$1.95M Sell
21,595
-75
-0.3% -$6.77K 0.82% 37
2016
Q3
$1.89M Hold
21,670
0.82% 39
2016
Q2
$2.03M Sell
21,670
-775
-3% -$72.6K 0.91% 35
2016
Q1
$1.88M Buy
22,445
+100
+0.4% +$8.36K 0.85% 35
2015
Q4
$1.74M Hold
22,345
0.76% 37
2015
Q3
$1.66M Buy
22,345
+98
+0.4% +$7.29K 0.77% 38
2015
Q2
$1.85M Hold
22,247
0.79% 36
2015
Q1
$1.89M Buy
22,247
+651
+3% +$55.3K 0.81% 38
2014
Q4
$2M Buy
21,596
+378
+2% +$35K 0.85% 39
2014
Q3
$2M Sell
21,218
-104
-0.5% -$9.78K 0.93% 35
2014
Q2
$2.15M Hold
21,322
0.9% 35
2014
Q1
$2.08M Hold
21,322
0.93% 35
2013
Q4
$2.16M Buy
21,322
+152
+0.7% +$15.4K 1.02% 32
2013
Q3
$1.82M Hold
21,170
0.95% 31
2013
Q2
$1.91M Buy
+21,170
New +$1.91M 1.23% 26