J.P. Marvel Investment Advisors’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 | $4.45M | Sell |
41,272
-100
| -0.2% | -$10.8K | 0.72% | 36 |
|
|
2025
Q1 | $4.92M | Buy |
41,372
+334
| +0.8% | +$39.7K | 0.85% | 33 |
|
|
2024
Q4 | $4.41M | Hold |
41,038
| – | – | 0.73% | 37 |
|
|
2024
Q3 | $4.81M | Sell |
41,038
-20
| -0% | -$2.34K | 0.78% | 34 |
|
|
2024
Q2 | $4.73M | Sell |
41,058
-40
| -0.1% | -$4.61K | 0.78% | 31 |
|
|
2024
Q1 | $4.78M | Sell |
41,098
-30
| -0.1% | -$3.49K | 0.83% | 36 |
|
|
2023
Q4 | $4.11M | Sell |
41,128
-1,200
| -3% | -$120K | 0.81% | 35 |
|
|
2023
Q3 | $4.98M | Hold |
42,328
| – | – | 1.07% | 28 |
|
|
2023
Q2 | $4.54M | Sell |
42,328
-75
| -0.2% | -$8.04K | 0.95% | 32 |
|
|
2023
Q1 | $4.65M | Hold |
42,403
| – | – | 1.05% | 30 |
|
|
2022
Q4 | $4.68M | Sell |
42,403
-20
| -0% | -$2.21K | 1.1% | 31 |
|
|
2022
Q3 | $3.7M | Buy |
42,423
+5,000
| +13% | +$437K | 0.94% | 34 |
|
|
2022
Q2 | $3.21M | Sell |
37,423
-250
| -0.7% | -$21.4K | 0.77% | 38 |
|
|
2022
Q1 | $3.11M | Buy |
37,673
+338
| +0.9% | +$27.9K | 0.63% | 39 |
|
|
2021
Q4 | $2.29M | Buy |
37,335
+2,265
| +6% | +$139K | 0.45% | 44 |
|
|
2021
Q3 | $2.06M | Hold |
35,070
| – | – | 0.62% | 35 |
|
|
2021
Q2 | $2.21M | Buy |
35,070
+3,240
| +10% | +$204K | 0.47% | 47 |
|
|
2021
Q1 | $1.78M | Hold |
31,830
| – | – | 0.42% | 49 |
|
|
2020
Q4 | $1.31M | Hold |
31,830
| – | – | 0.34% | 52 |
|
|
2020
Q3 | $1.09M | Hold |
31,830
| – | – | 0.31% | 52 |
|
|
2020
Q2 | $1.42M | Sell |
31,830
-165
| -0.5% | -$7.38K | 0.45% | 44 |
|
|
2020
Q1 | $1.22M | Sell |
31,995
-1,800
| -5% | -$68.4K | 0.46% | 43 |
|
|
2019
Q4 | $2.36M | Sell |
33,795
-500
| -1% | -$34.9K | 0.68% | 43 |
|
|
2019
Q3 | $2.42M | Buy |
+34,295
| New | +$2.42M | 0.78% | 44 |
|
|
2019
Q1 | $2.75M | Hold |
34,055
| – | – | 0.89% | 42 |
|
|
2018
Q4 | $2.32M | Buy |
+34,055
| New | +$2.32M | 0.84% | 42 |
|
|
2018
Q2 | $2.82M | Sell |
34,055
-80
| -0.2% | -$6.62K | 0.86% | 45 |
|
|
2018
Q1 | $2.55M | Sell |
34,135
-290
| -0.8% | -$21.6K | 0.79% | 46 |
|
|
2017
Q4 | $2.88M | Buy |
34,425
+270
| +0.8% | +$22.6K | 0.88% | 46 |
|
|
2017
Q3 | $2.8M | Buy |
34,155
+2,070
| +6% | +$170K | 0.89% | 45 |
|
|
2017
Q2 | $2.59M | Hold |
32,085
| – | – | 0.86% | 47 |
|
|
2017
Q1 | $2.63M | Sell |
32,085
-880
| -3% | -$72.2K | 0.87% | 47 |
|
|
2016
Q4 | $2.98M | Hold |
32,965
| – | – | 1.02% | 41 |
|
|
2016
Q3 | $2.88M | Sell |
32,965
-1,640
| -5% | -$143K | 1.02% | 40 |
|
|
2016
Q2 | $3.24M | Buy |
34,605
+1,470
| +4% | +$138K | 1.14% | 36 |
|
|
2016
Q1 | $2.77M | Hold |
33,135
| – | – | 1% | 38 |
|
|
2015
Q4 | $2.58M | Buy |
+33,135
| New | +$2.58M | 0.9% | 39 |
|
|
2015
Q2 | $2.76M | Hold |
33,135
| – | – | 0.93% | 39 |
|
|
2015
Q1 | $2.82M | Buy |
33,135
+5,930
| +22% | +$504K | 0.96% | 40 |
|
|
2014
Q4 | $2.52M | Hold |
27,205
| – | – | 0.87% | 42 |
|
|
2014
Q3 | $2.56M | Hold |
27,205
| – | – | 0.93% | 44 |
|
|
2014
Q2 | $2.74M | Hold |
27,205
| – | – | 0.93% | 46 |
|
|
2014
Q1 | $2.66M | Buy |
27,205
+200
| +0.7% | +$19.5K | 0.94% | 46 |
|
|
2013
Q4 | $2.73M | Buy |
27,005
+1,800
| +7% | +$182K | 0.98% | 44 |
|
|
2013
Q3 | $2.17M | Hold |
25,205
| – | – | 0.84% | 48 |
|
|
2013
Q2 | $2.28M | Buy |
+25,205
| New | +$2.28M | 0.95% | 43 |
|