Institutional & Family Asset Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10M | Sell |
87,160
-1,379
| -2% | -$161K | 1.53% | 16 |
|
|
2024
Q1 | $10.3M | Buy |
88,539
+13,831
| +19% | +$1.45M | 1.64% | 9 |
|
|
2023
Q4 | $7.47M | Sell |
74,708
-3,319
| -4% | -$349K | 1.23% | 14 |
|
|
2023
Q3 | $9.17M | Sell |
78,027
-413
| -0.5% | -$45.3K | 1.5% | 11 |
|
|
2023
Q2 | $8.41M | Sell |
78,440
-5,700
| -7% | -$622K | 1.37% | 14 |
|
|
2023
Q1 | $9.23M | Buy |
84,140
+220
| +0.3% | +$24.3K | 1.52% | 9 |
|
|
2022
Q4 | $9.26M | Sell |
83,920
-13,390
| -14% | -$1.43M | 1.54% | 10 |
|
|
2022
Q3 | $8.5M | Buy |
97,310
+3,181
| +3% | +$290K | 1.51% | 10 |
|
|
2022
Q2 | $8.06M | Sell |
94,129
-143
| -0.2% | -$12.9K | 1.39% | 12 |
|
|
2022
Q1 | $7.79M | Buy |
94,272
+785
| +0.8% | +$61K | 1.22% | 13 |
|
|
2021
Q4 | $5.72M | Buy |
93,487
+977
| +1% | +$61.1K | 0.89% | 16 |
|
|
2021
Q3 | $5.44M | Buy |
92,510
+1,335
| +1% | +$76.1K | 0.87% | 17 |
|
|
2021
Q2 | $5.75M | Buy |
91,175
+2,139
| +2% | +$128K | 0.95% | 15 |
|
|
2021
Q1 | $4.97M | Sell |
89,036
-3,697
| -4% | -$194K | 0.96% | 15 |
|
|
2020
Q4 | $3.82M | Sell |
92,733
-5,270
| -5% | -$198K | 0.8% | 25 |
|
|
2020
Q3 | $3.36M | Sell |
98,003
-2,205
| -2% | -$90.1K | 0.78% | 33 |
|
|
2020
Q2 | $4.48M | Sell |
100,208
-5,846
| -6% | -$262K | 0.93% | 17 |
|
|
2020
Q1 | $4.03M | Buy |
106,054
+29,968
| +39% | +$1.65M | 0.93% | 19 |
|
|
2019
Q4 | $5.31M | Buy |
76,086
+3,631
| +5% | +$251K | 1.12% | 15 |
|
|
2019
Q3 | $5.12M | Buy |
72,455
+963
| +1% | +$69.6K | 1.12% | 16 |
|
|
2019
Q2 | $5.48M | Sell |
71,492
-2,303
| -3% | -$178K | 1.18% | 13 |
|
|
2019
Q1 | $5.96M | Sell |
73,795
-324
| -0.4% | -$24.7K | 1.26% | 13 |
|
|
2018
Q4 | $5.05M | Sell |
74,119
-598
| -0.8% | -$46.9K | 1.13% | 16 |
|
|
2018
Q3 | $6.35M | Sell |
74,717
-1,009
| -1% | -$82.5K | 1.26% | 13 |
|
|
2018
Q2 | $6.26M | Sell |
75,726
-3,939
| -5% | -$314K | 1.3% | 13 |
|
|
2018
Q1 | $5.94M | Sell |
79,665
-5,807
| -7% | -$464K | 1.26% | 15 |
|
|
2017
Q4 | $7.15M | Buy |
85,472
+9,165
| +12% | +$758K | 1.37% | 11 |
|
|
2017
Q3 | $6.26M | Buy |
76,307
+2,689
| +4% | +$214K | 1.26% | 11 |
|
|
2017
Q2 | $5.94M | Buy |
73,618
+3,093
| +4% | +$253K | 1.45% | 8 |
|
|
2017
Q1 | $5.78M | Buy |
70,525
+1,510
| +2% | +$126K | 1.8% | 7 |
|
|
2016
Q4 | $6.23M | Buy |
69,015
+1,094
| +2% | +$95.6K | 1.96% | 7 |
|
|
2016
Q3 | $5.93M | Buy |
67,921
+3,239
| +5% | +$287K | 1.97% | 8 |
|
|
2016
Q2 | $6.06M | Buy |
64,682
+4,381
| +7% | +$387K | 2.11% | 8 |
|
|
2016
Q1 | $4.7M | Buy |
60,301
+379
| +0.6% | +$30.4K | 1.76% | 8 |
|
|
2015
Q4 | $4.67M | Buy |
+59,922
| New | +$4.79M | 1.75% | 8 |
|
Other funds holding XOM
Institutional & Family Asset Management's XOM Position: Q2 2024 in Review
Institutional & Family Asset Management reduced its ExxonMobil (XOM) stake by 1.6% in Q2 2024, selling an estimated $161K and leaving 87,160 shares worth $10M. The position accounts for 1.53% of the portfolio, ranked #16.
Institutional & Family Asset Management first reported a position in XOM in Q4 2015 and has held it in 35 quarters since. The position peaked at $10.3M in Q1 2024. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.
- Institutional & Family Asset Management held 87,160 shares of ExxonMobil worth $10M as of Q2 2024.
- Institutional & Family Asset Management sold 1,379 ExxonMobil shares in Q2 2024, an estimated $161K.
- ExxonMobil made up 1.53% of Institutional & Family Asset Management's portfolio in Q2 2024, its #16 holding.
- Institutional & Family Asset Management first reported a position in ExxonMobil in Q4 2015 and has held it in 35 quarters since.
- Institutional & Family Asset Management's ExxonMobil position peaked at $10.3M in Q1 2024.
- 3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.