Howe & Rusling’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 | $24.7M | Sell |
229,332
-10,913
| -5% | -$1.18M | 1.83% | 14 |
|
|
2025
Q1 | $28.6M | Sell |
240,245
-776
| -0.3% | -$92.3K | 2.4% | 10 |
|
|
2024
Q4 | $25.9M | Sell |
241,021
-10,238
| -4% | -$1.1M | 2.23% | 11 |
|
|
2024
Q3 | $29.5M | Buy |
251,259
+8,570
| +4% | +$1M | 2.53% | 10 |
|
|
2024
Q2 | $27.9M | Buy |
242,689
+12,127
| +5% | +$1.4M | 2.55% | 10 |
|
|
2024
Q1 | $26.8M | Buy |
230,562
+3,756
| +2% | +$437K | 2.57% | 7 |
|
|
2023
Q4 | $22.7M | Sell |
226,806
-1,787
| -0.8% | -$179K | 2.4% | 8 |
|
|
2023
Q3 | $26.9M | Buy |
228,593
+783
| +0.3% | +$92.1K | 3.17% | 3 |
|
|
2023
Q2 | $24.4M | Sell |
227,810
-11,875
| -5% | -$1.27M | 2.73% | 6 |
|
|
2023
Q1 | $26.3M | Sell |
239,685
-1,737
| -0.7% | -$190K | 3.13% | 3 |
|
|
2022
Q4 | $26.6M | Buy |
241,422
+3,514
| +1% | +$388K | 3.34% | 2 |
|
|
2022
Q3 | $20.8M | Buy |
237,908
+2,421
| +1% | +$211K | 2.76% | 7 |
|
|
2022
Q2 | $20.2M | Buy |
235,487
+1,931
| +0.8% | +$165K | 2.56% | 5 |
|
|
2022
Q1 | $19.3M | Buy |
233,556
+24,237
| +12% | +$2M | 2.23% | 9 |
|
|
2021
Q4 | $12.8M | Sell |
209,319
-23,275
| -10% | -$1.42M | 1.5% | 17 |
|
|
2021
Q3 | $13.7M | Buy |
232,594
+2,158
| +0.9% | +$127K | 1.72% | 13 |
|
|
2021
Q2 | $14.5M | Buy |
230,436
+4,492
| +2% | +$283K | 1.83% | 11 |
|
|
2021
Q1 | $12.6M | Buy |
225,944
+12,958
| +6% | +$723K | 1.71% | 15 |
|
|
2020
Q4 | $8.78M | Sell |
212,986
-20,660
| -9% | -$852K | 1.33% | 19 |
|
|
2020
Q3 | $8.02M | Buy |
233,646
+304
| +0.1% | +$10.4K | 1.38% | 21 |
|
|
2020
Q2 | $10.4M | Buy |
233,342
+6,023
| +3% | +$269K | 1.93% | 13 |
|
|
2020
Q1 | $8.63M | Buy |
227,319
+80,026
| +54% | +$3.04M | 1.86% | 11 |
|
|
2019
Q4 | $10.3M | Buy |
147,293
+102,112
| +226% | +$7.13M | 1.7% | 16 |
|
|
2019
Q3 | $3.19M | Sell |
45,181
-1,429
| -3% | -$101K | 0.56% | 57 |
|
|
2019
Q2 | $3.57M | Buy |
46,610
+1,252
| +3% | +$95.9K | 0.62% | 51 |
|
|
2019
Q1 | $3.67M | Buy |
45,358
+4,043
| +10% | +$327K | 0.63% | 50 |
|
|
2018
Q4 | $2.82M | Sell |
41,315
-5,182
| -11% | -$353K | 0.6% | 50 |
|
|
2018
Q3 | $3.95M | Buy |
46,497
+451
| +1% | +$38.3K | 0.66% | 51 |
|
|
2018
Q2 | $3.81M | Sell |
46,046
-2,635
| -5% | -$218K | 0.69% | 52 |
|
|
2018
Q1 | $3.63M | Buy |
48,681
+1,738
| +4% | +$130K | 0.66% | 56 |
|
|
2017
Q4 | $3.93M | Sell |
46,943
-28,159
| -37% | -$2.36M | 0.71% | 59 |
|
|
2017
Q3 | $6.16M | Sell |
75,102
-931
| -1% | -$76.3K | 1.14% | 28 |
|
|
2017
Q2 | $6.14M | Buy |
76,033
+25,561
| +51% | +$2.06M | 1.25% | 28 |
|
|
2017
Q1 | $4.14M | Sell |
50,472
-3,764
| -7% | -$309K | 0.83% | 46 |
|
|
2016
Q4 | $4.9M | Buy |
54,236
+24,451
| +82% | +$2.21M | 1.07% | 36 |
|
|
2016
Q3 | $2.6M | Sell |
29,785
-973
| -3% | -$84.9K | 0.56% | 63 |
|
|
2016
Q2 | $2.88M | Sell |
30,758
-2,461
| -7% | -$231K | 0.63% | 65 |
|
|
2016
Q1 | $2.78M | Buy |
33,219
+4,240
| +15% | +$354K | 0.63% | 65 |
|
|
2015
Q4 | $2.26M | Sell |
28,979
-1,072
| -4% | -$83.6K | 0.52% | 64 |
|
|
2015
Q3 | $2.23M | Sell |
30,051
-1,063
| -3% | -$79K | 0.55% | 63 |
|
|
2015
Q2 | $2.59M | Buy |
31,114
+2,547
| +9% | +$212K | 0.56% | 65 |
|
|
2015
Q1 | $2.43M | Sell |
28,567
-6,058
| -17% | -$515K | 0.54% | 64 |
|
|
2014
Q4 | $3.2M | Buy |
34,625
+1,561
| +5% | +$144K | 0.77% | 48 |
|
|
2014
Q3 | $3.11M | Buy |
33,064
+470
| +1% | +$44.2K | 0.73% | 51 |
|
|
2014
Q2 | $3.28M | Sell |
32,594
-5,384
| -14% | -$542K | 0.74% | 46 |
|
|
2014
Q1 | $3.71M | Buy |
37,978
+3,050
| +9% | +$298K | 0.91% | 42 |
|
|
2013
Q4 | $3.54M | Buy |
34,928
+9,252
| +36% | +$936K | 0.89% | 38 |
|
|
2013
Q3 | $2.23M | Sell |
25,676
-17,111
| -40% | -$1.49M | 0.82% | 49 |
|
|
2013
Q2 | $3.87M | Buy |
+42,787
| New | +$3.87M | 1.08% | 34 |
|