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