Jackson Grant Investment Advisers’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 | $1.47M | Buy |
13,590
+44
| +0.3% | +$4.74K | 0.54% | 36 |
|
|
2025
Q1 | $1.61M | Buy |
13,546
+42
| +0.3% | +$5K | 0.62% | 29 |
|
|
2024
Q4 | $1.45M | Sell |
13,504
-294
| -2% | -$31.6K | 0.56% | 33 |
|
|
2024
Q3 | $1.62M | Sell |
13,798
-462
| -3% | -$54.2K | 0.6% | 28 |
|
|
2024
Q2 | $1.64M | Sell |
14,260
-595
| -4% | -$68.5K | 0.66% | 26 |
|
|
2024
Q1 | $1.73M | Buy |
14,855
+48
| +0.3% | +$5.58K | 0.71% | 26 |
|
|
2023
Q4 | $1.48M | Buy |
14,807
+51
| +0.3% | +$5.1K | 0.66% | 26 |
|
|
2023
Q3 | $1.74M | Buy |
14,756
+42
| +0.3% | +$4.94K | 0.84% | 23 |
|
|
2023
Q2 | $1.58M | Buy |
14,714
+45
| +0.3% | +$4.83K | 0.73% | 27 |
|
|
2023
Q1 | $1.61M | Buy |
14,669
+417
| +3% | +$45.7K | 0.76% | 25 |
|
|
2022
Q4 | $1.57M | Buy |
14,252
+204
| +1% | +$22.5K | 0.76% | 25 |
|
|
2022
Q3 | $1.23M | Buy |
14,048
+115
| +0.8% | +$10K | 0.64% | 29 |
|
|
2022
Q2 | $1.19M | Sell |
13,933
-49
| -0.4% | -$4.2K | 0.59% | 30 |
|
|
2022
Q1 | $1.16M | Buy |
13,982
+78
| +0.6% | +$6.44K | 0.49% | 34 |
|
|
2021
Q4 | $851K | Buy |
13,904
+110
| +0.8% | +$6.73K | 0.43% | 36 |
|
|
2021
Q3 | $811K | Buy |
13,794
+371
| +3% | +$21.8K | 0.36% | 43 |
|
|
2021
Q2 | $847K | Buy |
13,423
+107
| +0.8% | +$6.75K | 0.37% | 40 |
|
|
2021
Q1 | $743K | Sell |
13,316
-230
| -2% | -$12.8K | 0.34% | 48 |
|
|
2020
Q4 | $558K | Buy |
13,546
+309
| +2% | +$12.7K | 0.28% | 52 |
|
|
2020
Q3 | $454K | Sell |
13,237
-642
| -5% | -$22K | 0.27% | 50 |
|
|
2020
Q2 | $621K | Sell |
13,879
-542
| -4% | -$24.3K | 0.4% | 40 |
|
|
2020
Q1 | $548K | Sell |
14,421
-79
| -0.5% | -$3K | 0.4% | 40 |
|
|
2019
Q4 | $1.01M | Sell |
14,500
-280
| -2% | -$19.5K | 0.55% | 29 |
|
|
2019
Q3 | $1.04M | Buy |
14,780
+170
| +1% | +$12K | 0.59% | 28 |
|
|
2019
Q2 | $1.12M | Buy |
14,610
+161
| +1% | +$12.3K | 0.65% | 26 |
|
|
2019
Q1 | $1.17M | Sell |
14,449
-1,162
| -7% | -$93.9K | 0.7% | 26 |
|
|
2018
Q4 | $1.07M | Buy |
15,611
+520
| +3% | +$35.5K | 0.75% | 25 |
|
|
2018
Q3 | $1.28M | Buy |
15,091
+146
| +1% | +$12.4K | 0.8% | 24 |
|
|
2018
Q2 | $1.24M | Sell |
14,945
-1,593
| -10% | -$132K | 0.85% | 22 |
|
|
2018
Q1 | $1.23M | Buy |
16,538
+146
| +0.9% | +$10.9K | 0.86% | 21 |
|
|
2017
Q4 | $1.37M | Buy |
16,392
+1,111
| +7% | +$92.9K | 0.93% | 21 |
|
|
2017
Q3 | $1.25M | Buy |
15,281
+576
| +4% | +$47.2K | 0.91% | 20 |
|
|
2017
Q2 | $1.19M | Sell |
14,705
-117
| -0.8% | -$9.44K | 0.92% | 21 |
|
|
2017
Q1 | $1.22M | Sell |
14,822
-637
| -4% | -$52.3K | 0.98% | 20 |
|
|
2016
Q4 | $1.4M | Buy |
15,459
+112
| +0.7% | +$10.1K | 1.19% | 18 |
|
|
2016
Q3 | $1.34M | Buy |
15,347
+101
| +0.7% | +$8.82K | 1.11% | 17 |
|
|
2016
Q2 | $1.43M | Buy |
15,246
+214
| +1% | +$20.1K | 1.26% | 15 |
|
|
2016
Q1 | $1.26M | Buy |
15,032
+1,703
| +13% | +$142K | 1.15% | 17 |
|
|
2015
Q4 | $1.04M | Buy |
+13,329
| New | +$1.04M | 0.99% | 23 |
|