Greenleaf Trust’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 | $11.1M | Sell |
102,512
-16,671
| -14% | -$1.8M | 0.1% | 61 |
|
|
2025
Q1 | $14.2M | Buy |
119,183
+6,605
| +6% | +$786K | 0.13% | 51 |
|
|
2024
Q4 | $12.1M | Buy |
112,578
+2,035
| +2% | +$219K | 0.11% | 62 |
|
|
2024
Q3 | $13M | Sell |
110,543
-3,959
| -3% | -$464K | 0.12% | 58 |
|
|
2024
Q2 | $13.2M | Buy |
114,502
+29,242
| +34% | +$3.37M | 0.13% | 53 |
|
|
2024
Q1 | $9.91M | Buy |
85,260
+2,823
| +3% | +$328K | 0.09% | 65 |
|
|
2023
Q4 | $8.24M | Buy |
82,437
+235
| +0.3% | +$23.5K | 0.09% | 71 |
|
|
2023
Q3 | $9.67M | Buy |
82,202
+8,332
| +11% | +$980K | 0.11% | 57 |
|
|
2023
Q2 | $7.92M | Sell |
73,870
-3,617
| -5% | -$388K | 0.08% | 70 |
|
|
2023
Q1 | $8.5M | Buy |
77,487
+3,250
| +4% | +$356K | 0.1% | 64 |
|
|
2022
Q4 | $8.19M | Buy |
74,237
+7,520
| +11% | +$829K | 0.1% | 65 |
|
|
2022
Q3 | $5.83M | Buy |
66,717
+13,287
| +25% | +$1.16M | 0.09% | 73 |
|
|
2022
Q2 | $4.58M | Buy |
53,430
+4,057
| +8% | +$347K | 0.07% | 73 |
|
|
2022
Q1 | $4.08M | Buy |
49,373
+1,837
| +4% | +$152K | 0.05% | 81 |
|
|
2021
Q4 | $2.91M | Buy |
47,536
+6,908
| +17% | +$423K | 0.03% | 100 |
|
|
2021
Q3 | $2.39M | Sell |
40,628
-2,528
| -6% | -$149K | 0.03% | 101 |
|
|
2021
Q2 | $2.72M | Buy |
43,156
+7,338
| +20% | +$463K | 0.03% | 99 |
|
|
2021
Q1 | $2M | Buy |
35,818
+10,881
| +44% | +$608K | 0.03% | 118 |
|
|
2020
Q4 | $1.03M | Sell |
24,937
-9,594
| -28% | -$396K | 0.01% | 180 |
|
|
2020
Q3 | $1.19M | Sell |
34,531
-10,836
| -24% | -$372K | 0.02% | 138 |
|
|
2020
Q2 | $2.03M | Buy |
45,367
+15,287
| +51% | +$684K | 0.04% | 97 |
|
|
2020
Q1 | $1.14M | Sell |
30,080
-5,642
| -16% | -$214K | 0.02% | 121 |
|
|
2019
Q4 | $2.49M | Buy |
35,722
+666
| +2% | +$46.5K | 0.04% | 90 |
|
|
2019
Q3 | $2.48M | Buy |
35,056
+442
| +1% | +$31.2K | 0.04% | 86 |
|
|
2019
Q2 | $2.65M | Sell |
34,614
-4,391
| -11% | -$336K | 0.04% | 82 |
|
|
2019
Q1 | $3.15M | Buy |
39,005
+887
| +2% | +$71.7K | 0.05% | 71 |
|
|
2018
Q4 | $2.6M | Sell |
38,118
-8,864
| -19% | -$604K | 0.05% | 76 |
|
|
2018
Q3 | $3.99M | Buy |
46,982
+3,780
| +9% | +$321K | 0.07% | 63 |
|
|
2018
Q2 | $3.57M | Buy |
43,202
+9,574
| +28% | +$792K | 0.07% | 65 |
|
|
2018
Q1 | $2.51M | Sell |
33,628
-2,164
| -6% | -$161K | 0.05% | 85 |
|
|
2017
Q4 | $2.99M | Buy |
35,792
+1,301
| +4% | +$109K | 0.06% | 82 |
|
|
2017
Q3 | $2.83M | Buy |
34,491
+6,383
| +23% | +$523K | 0.06% | 79 |
|
|
2017
Q2 | $2.27M | Sell |
28,108
-203
| -0.7% | -$16.4K | 0.05% | 83 |
|
|
2017
Q1 | $2.32M | Buy |
28,311
+4,144
| +17% | +$340K | 0.06% | 72 |
|
|
2016
Q4 | $2.18M | Sell |
24,167
-7,235
| -23% | -$653K | 0.06% | 76 |
|
|
2016
Q3 | $2.74M | Buy |
31,402
+10,539
| +51% | +$920K | 0.07% | 65 |
|
|
2016
Q2 | $1.96M | Buy |
20,863
+1,132
| +6% | +$106K | 0.05% | 67 |
|
|
2016
Q1 | $1.65M | Sell |
19,731
-2,851
| -13% | -$238K | 0.04% | 69 |
|
|
2015
Q4 | $1.76M | Buy |
22,582
+3,062
| +16% | +$239K | 0.05% | 66 |
|
|
2015
Q3 | $1.45M | Sell |
19,520
-2,893
| -13% | -$215K | 0.04% | 60 |
|
|
2015
Q2 | $1.87M | Buy |
22,413
+4,777
| +27% | +$397K | 0.05% | 51 |
|
|
2015
Q1 | $1.5M | Sell |
17,636
-874
| -5% | -$74.3K | 0.05% | 62 |
|
|
2014
Q4 | $1.71M | Sell |
18,510
-1,295
| -7% | -$120K | 0.05% | 61 |
|
|
2014
Q3 | $1.86M | Sell |
19,805
-1,278
| -6% | -$120K | 0.06% | 53 |
|
|
2014
Q2 | $2.12M | Sell |
21,083
-1,323
| -6% | -$133K | 0.07% | 51 |
|
|
2014
Q1 | $2.19M | Buy |
22,406
+1,379
| +7% | +$135K | 0.07% | 50 |
|
|
2013
Q4 | $2.13M | Sell |
21,027
-1,548
| -7% | -$157K | 0.07% | 49 |
|
|
2013
Q3 | $1.94M | Sell |
22,575
-6,045
| -21% | -$520K | 0.07% | 49 |
|
|
2013
Q2 | $2.59M | Buy |
+28,620
| New | +$2.59M | 0.1% | 44 |
|