JIR
James Investment Research’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
28,853
-521
| -2% | -$56.2K | 0.37% | 70 |
|
|
2025
Q1 | $3.49M | Sell |
29,374
-332
| -1% | -$39.5K | 0.44% | 62 |
|
|
2024
Q4 | $3.2M | Buy |
29,706
+112
| +0.4% | +$12K | 0.38% | 74 |
|
|
2024
Q3 | $3.47M | Sell |
29,594
-750
| -2% | -$87.9K | 0.4% | 72 |
|
|
2024
Q2 | $3.49M | Buy |
30,344
+14,835
| +96% | +$1.71M | 0.42% | 70 |
|
|
2024
Q1 | $1.8M | Buy |
15,509
+25
| +0.2% | +$2.91K | 0.21% | 112 |
|
|
2023
Q4 | $1.55M | Sell |
15,484
-632
| -4% | -$63.2K | 0.19% | 113 |
|
|
2023
Q3 | $1.89M | Sell |
16,116
-101
| -0.6% | -$11.9K | 0.25% | 103 |
|
|
2023
Q2 | $1.74M | Buy |
16,217
+16
| +0.1% | +$1.72K | 0.22% | 105 |
|
|
2023
Q1 | $1.78M | Buy |
+16,201
| New | +$1.78M | 0.24% | 106 |
|
|
2021
Q1 | – | Sell |
-764
| Closed | -$31K | – | 567 |
|
|
2020
Q4 | $31K | Hold |
764
| – | – | ﹤0.01% | 419 |
|
|
2020
Q3 | $26K | Sell |
764
-135
| -15% | -$4.59K | ﹤0.01% | 392 |
|
|
2020
Q2 | $40K | Sell |
899
-60
| -6% | -$2.67K | ﹤0.01% | 350 |
|
|
2020
Q1 | $36K | Sell |
959
-63,493
| -99% | -$2.38M | ﹤0.01% | 331 |
|
|
2019
Q4 | $4.5M | Sell |
64,452
-89,978
| -58% | -$6.28M | 0.31% | 99 |
|
|
2019
Q3 | $10.9M | Sell |
154,430
-18,790
| -11% | -$1.33M | 0.79% | 35 |
|
|
2019
Q2 | $13.3M | Buy |
173,220
+16,400
| +10% | +$1.26M | 0.96% | 27 |
|
|
2019
Q1 | $12.7M | Buy |
156,820
+125,202
| +396% | +$10.1M | 0.83% | 33 |
|
|
2018
Q4 | $2.16M | Buy |
31,618
+30,414
| +2,526% | +$2.07M | 0.13% | 145 |
|
|
2018
Q3 | $102K | Hold |
1,204
| – | – | ﹤0.01% | 616 |
|
|
2018
Q2 | $100K | Hold |
1,204
| – | – | ﹤0.01% | 623 |
|
|
2018
Q1 | $90K | Buy |
1,204
+160
| +15% | +$12K | ﹤0.01% | 612 |
|
|
2017
Q4 | $87K | Hold |
1,044
| – | – | ﹤0.01% | 603 |
|
|
2017
Q3 | $86K | Hold |
1,044
| – | – | ﹤0.01% | 587 |
|
|
2017
Q2 | $84K | Sell |
1,044
-2,999
| -74% | -$241K | ﹤0.01% | 560 |
|
|
2017
Q1 | $332K | Sell |
4,043
-9,115
| -69% | -$748K | 0.01% | 369 |
|
|
2016
Q4 | $1.19M | Sell |
13,158
-2,171
| -14% | -$196K | 0.03% | 255 |
|
|
2016
Q3 | $1.34M | Sell |
15,329
-434,859
| -97% | -$38M | 0.04% | 228 |
|
|
2016
Q2 | $42.2M | Buy |
450,188
+59,513
| +15% | +$5.58M | 1.07% | 27 |
|
|
2016
Q1 | $32.7M | Buy |
390,675
+239,278
| +158% | +$20M | 0.8% | 42 |
|
|
2015
Q4 | $11.8M | Sell |
151,397
-20,620
| -12% | -$1.61M | 0.29% | 99 |
|
|
2015
Q3 | $12.8M | Sell |
172,017
-10,672
| -6% | -$793K | 0.34% | 87 |
|
|
2015
Q2 | $15.2M | Sell |
182,689
-3,306
| -2% | -$275K | 0.36% | 92 |
|
|
2015
Q1 | $15.8M | Buy |
185,995
+15,020
| +9% | +$1.28M | 0.37% | 87 |
|
|
2014
Q4 | $15.8M | Buy |
170,975
+55,748
| +48% | +$5.15M | 0.43% | 82 |
|
|
2014
Q3 | $10.8M | Sell |
115,227
-352
| -0.3% | -$33.1K | 0.34% | 93 |
|
|
2014
Q2 | $11.6M | Sell |
115,579
-11,260
| -9% | -$1.13M | 0.37% | 85 |
|
|
2014
Q1 | $12.4M | Sell |
126,839
-3,500
| -3% | -$342K | 0.4% | 82 |
|
|
2013
Q4 | $13.2M | Buy |
130,339
+650
| +0.5% | +$65.8K | 0.41% | 80 |
|
|
2013
Q3 | $11.2M | Buy |
129,689
+3,350
| +3% | +$288K | 0.42% | 77 |
|
|
2013
Q2 | $11.4M | Buy |
+126,339
| New | +$11.4M | 0.47% | 66 |
|