Ipswich Investment Management’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
$9.91M Sell
91,912
-3,675
-4% -$396K 2.39% 10
2025
Q1
$11.4M Sell
95,587
-1,010
-1% -$120K 2.82% 5
2024
Q4
$10.4M Sell
96,597
-55
-0.1% -$5.92K 2.5% 8
2024
Q3
$11.3M Sell
96,652
-7,535
-7% -$883K 2.62% 5
2024
Q2
$12M Sell
104,187
-518
-0.5% -$59.6K 2.81% 4
2024
Q1
$12.2M Sell
104,705
-910
-0.9% -$106K 2.85% 4
2023
Q4
$10.6M Buy
105,615
+772
+0.7% +$77.2K 2.67% 5
2023
Q3
$12.3M Sell
104,843
-49
-0% -$5.76K 3.37% 3
2023
Q2
$11.2M Sell
104,892
-731
-0.7% -$78.4K 2.96% 3
2023
Q1
$11.6M Sell
105,623
-650
-0.6% -$71.3K 3.17% 3
2022
Q4
$11.7M Sell
106,273
-566
-0.5% -$62.4K 3.36% 3
2022
Q3
$9.33M Sell
106,839
-6,818
-6% -$595K 2.97% 3
2022
Q2
$9.73M Buy
113,657
+742
+0.7% +$63.5K 2.8% 3
2022
Q1
$9.33M Sell
112,915
-6,438
-5% -$532K 2.32% 6
2021
Q4
$7.3M Sell
119,353
-800
-0.7% -$49K 1.7% 12
2021
Q3
$7.07M Sell
120,153
-642
-0.5% -$37.8K 1.81% 12
2021
Q2
$7.62M Sell
120,795
-3,520
-3% -$222K 1.95% 9
2021
Q1
$6.94M Sell
124,315
-453
-0.4% -$25.3K 1.95% 8
2020
Q4
$5.14M Sell
124,768
-2,194
-2% -$90.4K 1.54% 15
2020
Q3
$4.36M Hold
126,962
1.4% 17
2020
Q2
$5.68M Sell
126,962
-2,245
-2% -$100K 1.96% 9
2020
Q1
$4.91M Sell
129,207
-4,498
-3% -$171K 1.93% 10
2019
Q4
$9.33M Buy
133,705
+360
+0.3% +$25.1K 2.74% 3
2019
Q3
$9.42M Sell
133,345
-20,655
-13% -$1.46M 3% 3
2019
Q2
$11.8M Buy
154,000
+1,885
+1% +$144K 3.77% 2
2019
Q1
$12.3M Buy
152,115
+1,545
+1% +$125K 4.02% 1
2018
Q4
$10.3M Buy
150,570
+2,680
+2% +$183K 3.76% 1
2018
Q3
$12.6M Buy
147,890
+2,495
+2% +$212K 4.25% 1
2018
Q2
$12M Buy
145,395
+32,386
+29% +$2.68M 5.53% 1
2018
Q1
$8.43M Buy
113,009
+1,550
+1% +$116K 3.56% 3
2017
Q4
$9.32M Sell
111,459
-360
-0.3% -$30.1K 3.95% 1
2017
Q3
$9.17M Sell
111,819
-2,480
-2% -$203K 4.12% 1
2017
Q2
$9.23M Sell
114,299
-6,557
-5% -$529K 4.32% 1
2017
Q1
$9.91M Sell
120,856
-312
-0.3% -$25.6K 4.32% 1
2016
Q4
$10.9M Buy
121,168
+7,992
+7% +$721K 4.95% 1
2016
Q3
$9.88M Sell
113,176
-625
-0.5% -$54.6K 4.83% 1
2016
Q2
$10.7M Sell
113,801
-683
-0.6% -$64K 5.28% 1
2016
Q1
$10.1M Sell
114,484
-10,712
-9% -$949K 4.83% 1
2015
Q4
$9.76M Sell
125,196
-452
-0.4% -$35.2K 4.4% 1
2015
Q3
$9.34M Sell
125,648
-7,699
-6% -$572K 4.45% 1
2015
Q2
$11.1M Sell
133,347
-1,400
-1% -$116K 5% 1
2015
Q1
$11.5M Sell
134,747
-1,077
-0.8% -$91.5K 5.02% 1
2014
Q4
$12.6M Sell
135,824
-674
-0.5% -$62.3K 5.35% 1
2014
Q3
$12.8M Sell
136,498
-365
-0.3% -$34.3K 5.46% 1
2014
Q2
$13.8M Sell
136,863
-648
-0.5% -$65.2K 5.34% 1
2014
Q1
$13.4M Buy
137,511
+5,705
+4% +$557K 5.78% 1
2013
Q4
$13.3M Sell
131,806
-480
-0.4% -$48.6K 5.57% 1
2013
Q3
$11.4M Sell
132,286
-350
-0.3% -$30.1K 5.12% 1
2013
Q2
$12M Buy
+132,636
New +$12M 5.17% 1