IEQ Capital’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 | $23.7M | Sell |
219,545
-19,752
| -8% | -$2.13M | 0.14% | 103 |
|
2025
Q1 | $28.5M | Buy |
239,297
+40,332
| +20% | +$4.8M | 0.23% | 64 |
|
2024
Q4 | $21.4M | Sell |
198,965
-7,494
| -4% | -$806K | 0.21% | 68 |
|
2024
Q3 | $24.2M | Buy |
206,459
+24,954
| +14% | +$2.93M | 0.3% | 51 |
|
2024
Q2 | $20.9M | Buy |
181,505
+38,778
| +27% | +$4.46M | 0.28% | 54 |
|
2024
Q1 | $16.6M | Buy |
142,727
+13,474
| +10% | +$1.57M | 0.24% | 63 |
|
2023
Q4 | $12.9M | Buy |
129,253
+1,857
| +1% | +$186K | 0.22% | 73 |
|
2023
Q3 | $15M | Buy |
127,396
+1,837
| +1% | +$216K | 0.3% | 55 |
|
2023
Q2 | $13.5M | Buy |
125,559
+10,304
| +9% | +$1.11M | 0.27% | 60 |
|
2023
Q1 | $12.6M | Sell |
115,255
-2,804
| -2% | -$307K | 0.29% | 60 |
|
2022
Q4 | $13M | Buy |
118,059
+6,632
| +6% | +$732K | 0.36% | 50 |
|
2022
Q3 | $9.73M | Buy |
111,427
+44,478
| +66% | +$3.88M | 0.27% | 61 |
|
2022
Q2 | $5.73M | Buy |
66,949
+13,301
| +25% | +$1.14M | 0.17% | 88 |
|
2022
Q1 | $4.43M | Buy |
53,648
+13,346
| +33% | +$1.1M | 0.11% | 122 |
|
2021
Q4 | $2.47M | Buy |
40,302
+6,036
| +18% | +$369K | 0.06% | 172 |
|
2021
Q3 | $2.02M | Sell |
34,266
-3,950
| -10% | -$232K | 0.05% | 186 |
|
2021
Q2 | $2.41M | Buy |
38,216
+16,706
| +78% | +$1.05M | 0.07% | 158 |
|
2021
Q1 | $1.2M | Buy |
21,510
+7,344
| +52% | +$410K | 0.05% | 184 |
|
2020
Q4 | $584K | Buy |
14,166
+6,750
| +91% | +$278K | 0.03% | 191 |
|
2020
Q3 | $255K | Sell |
7,416
-6,413
| -46% | -$221K | 0.01% | 325 |
|
2020
Q2 | $619K | Sell |
13,829
-8,282
| -37% | -$371K | 0.04% | 184 |
|
2020
Q1 | $840K | Sell |
22,111
-9,776
| -31% | -$371K | 0.07% | 160 |
|
2019
Q4 | $2.23M | Buy |
+31,887
| New | +$2.23M | 0.2% | 84 |
|