JCM
Jacobi Capital Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Sell |
51,357
-2,174
| -4% | -$234K | 0.37% | 50 |
|
|
2025
Q1 | $6.37M | Buy |
53,531
+4,487
| +9% | +$534K | 0.47% | 37 |
|
|
2024
Q4 | $5.28M | Buy |
49,044
+8
| +0% | +$861 | 0.39% | 47 |
|
|
2024
Q3 | $5.75M | Buy |
49,036
+905
| +2% | +$106K | 0.43% | 42 |
|
|
2024
Q2 | $5.54M | Buy |
48,131
+4,654
| +11% | +$536K | 0.48% | 32 |
|
|
2024
Q1 | $5.05M | Buy |
43,477
+1,325
| +3% | +$154K | 0.47% | 34 |
|
|
2023
Q4 | $4.21M | Buy |
42,152
+4,803
| +13% | +$480K | 0.43% | 40 |
|
|
2023
Q3 | $4.39M | Sell |
37,349
-208
| -0.6% | -$24.5K | 0.5% | 34 |
|
|
2023
Q2 | $4.03M | Sell |
37,557
-266
| -0.7% | -$28.5K | 0.45% | 42 |
|
|
2023
Q1 | $4.15M | Sell |
37,823
-731
| -2% | -$80.2K | 0.49% | 40 |
|
|
2022
Q4 | $4.25M | Sell |
38,554
-2,685
| -7% | -$296K | 0.53% | 33 |
|
|
2022
Q3 | $3.6M | Buy |
41,239
+16
| +0% | +$1.4K | 0.49% | 36 |
|
|
2022
Q2 | $3.53M | Sell |
41,223
-591
| -1% | -$50.6K | 0.47% | 36 |
|
|
2022
Q1 | $3.45M | Buy |
41,814
+29
| +0.1% | +$2.4K | 0.41% | 41 |
|
|
2021
Q4 | $2.56M | Buy |
41,785
+874
| +2% | +$53.5K | 0.3% | 60 |
|
|
2021
Q3 | $2.41M | Buy |
40,911
+4,985
| +14% | +$293K | 0.31% | 55 |
|
|
2021
Q2 | $2.27M | Buy |
35,926
+1,520
| +4% | +$95.9K | 0.3% | 61 |
|
|
2021
Q1 | $1.92M | Sell |
34,406
-1,066
| -3% | -$59.5K | 0.28% | 65 |
|
|
2020
Q4 | $1.52M | Sell |
35,472
-2,966
| -8% | -$127K | 0.24% | 79 |
|
|
2020
Q3 | $1.32M | Sell |
38,438
-6,423
| -14% | -$220K | 0.23% | 82 |
|
|
2020
Q2 | $1.99M | Buy |
44,861
+2,442
| +6% | +$108K | 0.37% | 51 |
|
|
2020
Q1 | $1.66M | Sell |
42,419
-1,143
| -3% | -$44.7K | 0.36% | 53 |
|
|
2019
Q4 | $3M | Buy |
43,562
+13,119
| +43% | +$902K | 0.55% | 32 |
|
|
2019
Q3 | $2.13M | Buy |
30,443
+2,542
| +9% | +$178K | 0.42% | 44 |
|
|
2019
Q2 | $2.14M | Buy |
27,901
+13,430
| +93% | +$1.03M | 0.43% | 45 |
|
|
2019
Q1 | $1.17M | Buy |
14,471
+218
| +2% | +$17.6K | 0.3% | 56 |
|
|
2018
Q4 | $972K | Sell |
14,253
-2,694
| -16% | -$184K | 0.27% | 63 |
|
|
2018
Q3 | $1.44M | Buy |
16,947
+1,639
| +11% | +$139K | 0.39% | 47 |
|
|
2018
Q2 | $1.27M | Buy |
15,308
+148
| +1% | +$12.2K | 0.37% | 44 |
|
|
2018
Q1 | $1.11M | Buy |
15,160
+646
| +4% | +$47.3K | 0.33% | 44 |
|
|
2017
Q4 | $1.27M | Buy |
14,514
+608
| +4% | +$53K | 0.41% | 45 |
|
|
2017
Q3 | $1.14M | Buy |
13,906
+2,203
| +19% | +$181K | 0.39% | 41 |
|
|
2017
Q2 | $938K | Buy |
11,703
+1,206
| +11% | +$96.7K | 0.36% | 42 |
|
|
2017
Q1 | $866K | Buy |
10,497
+1,683
| +19% | +$139K | 0.44% | 42 |
|
|
2016
Q4 | $765K | Sell |
8,814
-1,462
| -14% | -$127K | 0.47% | 39 |
|
|
2016
Q3 | $886K | Buy |
10,276
+700
| +7% | +$60.4K | 0.42% | 38 |
|
|
2016
Q2 | $901K | Buy |
+9,576
| New | +$901K | 0.45% | 36 |
|