Klingman & Associates’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 | $3.94M | Buy |
36,542
+839
| +2% | +$90.4K | 0.22% | 51 |
|
|
2025
Q1 | $4.25M | Sell |
35,703
-186
| -0.5% | -$22.1K | 0.26% | 47 |
|
|
2024
Q4 | $3.86M | Sell |
35,889
-16,120
| -31% | -$1.73M | 0.24% | 48 |
|
|
2024
Q3 | $6.1M | Buy |
52,009
+25,679
| +98% | +$3.01M | 0.38% | 40 |
|
|
2024
Q2 | $3.03M | Buy |
26,330
+686
| +3% | +$79K | 0.2% | 53 |
|
|
2024
Q1 | $2.98M | Buy |
25,644
+241
| +0.9% | +$28K | 0.21% | 50 |
|
|
2023
Q4 | $2.54M | Buy |
25,403
+301
| +1% | +$30.1K | 0.19% | 51 |
|
|
2023
Q3 | $2.95M | Sell |
25,102
-206
| -0.8% | -$24.2K | 0.24% | 49 |
|
|
2023
Q2 | $2.71M | Buy |
25,308
+887
| +4% | +$95.1K | 0.22% | 46 |
|
|
2023
Q1 | $2.68M | Sell |
24,421
-5
| -0% | -$548 | 0.23% | 46 |
|
|
2022
Q4 | $2.69M | Buy |
24,426
+238
| +1% | +$26.3K | 0.24% | 47 |
|
|
2022
Q3 | $2.11M | Buy |
24,188
+102
| +0.4% | +$8.91K | 0.21% | 47 |
|
|
2022
Q2 | $2.06M | Buy |
24,086
+375
| +2% | +$32.1K | 0.2% | 50 |
|
|
2022
Q1 | $1.96M | Buy |
23,711
+6,734
| +40% | +$556K | 0.17% | 55 |
|
|
2021
Q4 | $1.04M | Buy |
16,977
+668
| +4% | +$40.9K | 0.09% | 70 |
|
|
2021
Q3 | $959K | Sell |
16,309
-303
| -2% | -$17.8K | 0.09% | 71 |
|
|
2021
Q2 | $1.05M | Sell |
16,612
-499
| -3% | -$31.5K | 0.1% | 66 |
|
|
2021
Q1 | $955K | Buy |
17,111
+434
| +3% | +$24.2K | 0.1% | 63 |
|
|
2020
Q4 | $687K | Buy |
16,677
+49
| +0.3% | +$2.02K | 0.08% | 77 |
|
|
2020
Q3 | $571K | Buy |
16,628
+374
| +2% | +$12.8K | 0.08% | 76 |
|
|
2020
Q2 | $727K | Sell |
16,254
-1,646
| -9% | -$73.6K | 0.11% | 60 |
|
|
2020
Q1 | $680K | Buy |
17,900
+1,452
| +9% | +$55.2K | 0.14% | 61 |
|
|
2019
Q4 | $1.15M | Buy |
16,448
+45
| +0.3% | +$3.14K | 0.19% | 49 |
|
|
2019
Q3 | $1.16M | Sell |
16,403
-450
| -3% | -$31.8K | 0.21% | 47 |
|
|
2019
Q2 | $1.29M | Sell |
16,853
-54
| -0.3% | -$4.14K | 0.24% | 45 |
|
|
2019
Q1 | $1.37M | Sell |
16,907
-78
| -0.5% | -$6.3K | 0.27% | 42 |
|
|
2018
Q4 | $1.16M | Buy |
16,985
+378
| +2% | +$25.8K | 0.26% | 42 |
|
|
2018
Q3 | $1.41M | Buy |
16,607
+185
| +1% | +$15.7K | 0.29% | 35 |
|
|
2018
Q2 | $1.36M | Sell |
16,422
-467
| -3% | -$38.6K | 0.29% | 34 |
|
|
2018
Q1 | $1.26M | Sell |
16,889
-357
| -2% | -$26.6K | 0.28% | 35 |
|
|
2017
Q4 | $1.44M | Buy |
17,246
+78
| +0.5% | +$6.52K | 0.32% | 32 |
|
|
2017
Q3 | $1.41M | Buy |
17,168
+857
| +5% | +$70.2K | 0.35% | 30 |
|
|
2017
Q2 | $1.32M | Sell |
16,311
-2,347
| -13% | -$190K | 0.35% | 30 |
|
|
2017
Q1 | $1.53M | Buy |
18,658
+156
| +0.8% | +$12.8K | 0.42% | 29 |
|
|
2016
Q4 | $1.67M | Buy |
18,502
+1,305
| +8% | +$118K | 0.51% | 28 |
|
|
2016
Q3 | $1.5M | Buy |
17,197
+2,352
| +16% | +$205K | 0.45% | 32 |
|
|
2016
Q2 | $1.39M | Sell |
14,845
-103
| -0.7% | -$9.66K | 0.45% | 32 |
|
|
2016
Q1 | $1.25M | Sell |
14,948
-2,000
| -12% | -$167K | 0.45% | 34 |
|
|
2015
Q4 | $1.32M | Hold |
16,948
| – | – | 0.49% | 32 |
|
|
2015
Q3 | $1.26M | Buy |
16,948
+1,653
| +11% | +$123K | 0.49% | 30 |
|
|
2015
Q2 | $1.27M | Sell |
15,295
-10
| -0.1% | -$832 | 0.5% | 31 |
|
|
2015
Q1 | $1.3M | Sell |
15,305
-516
| -3% | -$43.9K | 0.53% | 28 |
|
|
2014
Q4 | $1.46M | Buy |
+15,821
| New | +$1.46M | 0.61% | 26 |
|