Kovitz Investment Group Partners’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 | $54.1M | Buy |
502,160
+86,913
| +21% | +$9.37M | 0.23% | 96 |
|
|
2025
Q1 | $49.4M | Sell |
415,247
-29,432
| -7% | -$3.5M | 0.25% | 92 |
|
|
2024
Q4 | $47.8M | Buy |
444,679
+12,982
| +3% | +$1.4M | 0.23% | 92 |
|
|
2024
Q3 | $44.3M | Buy |
431,697
+141,455
| +49% | +$14.5M | 0.31% | 71 |
|
|
2024
Q2 | $33.4M | Buy |
290,242
+86,709
| +43% | +$9.98M | 0.29% | 61 |
|
|
2024
Q1 | $23.7M | Buy |
203,533
+79,946
| +65% | +$9.29M | 0.3% | 50 |
|
|
2023
Q4 | $12.4M | Sell |
123,587
-11,048
| -8% | -$1.1M | 0.2% | 50 |
|
|
2023
Q3 | $15.8M | Buy |
134,635
+1,328
| +1% | +$156K | 0.28% | 45 |
|
|
2023
Q2 | $14.3M | Sell |
133,307
-3,014
| -2% | -$323K | 0.21% | 52 |
|
|
2023
Q1 | $14.9M | Sell |
136,321
-9,236
| -6% | -$1.01M | 0.26% | 54 |
|
|
2022
Q4 | $16.1M | Buy |
145,557
+38,230
| +36% | +$4.22M | 0.32% | 47 |
|
|
2022
Q3 | $9.37M | Buy |
107,327
+152
| +0.1% | +$13.3K | 0.22% | 67 |
|
|
2022
Q2 | $9.18M | Buy |
107,175
+970
| +0.9% | +$83.1K | 0.2% | 78 |
|
|
2022
Q1 | $8.77M | Sell |
106,205
-7,444
| -7% | -$615K | 0.17% | 85 |
|
|
2021
Q4 | $4.69M | Buy |
113,649
+3,830
| +3% | +$158K | 0.11% | 129 |
|
|
2021
Q3 | $6.46M | Sell |
109,819
-4,207
| -4% | -$247K | 0.13% | 117 |
|
|
2021
Q2 | $7.19M | Sell |
114,026
-396
| -0.3% | -$25K | 0.14% | 107 |
|
|
2021
Q1 | $6.39M | Buy |
114,422
+774
| +0.7% | +$43.2K | 0.15% | 106 |
|
|
2020
Q4 | $4.69M | Sell |
113,648
-5,462
| -5% | -$225K | 0.11% | 123 |
|
|
2020
Q3 | $4.09M | Sell |
119,110
-2,911
| -2% | -$99.9K | 0.11% | 125 |
|
|
2020
Q2 | $5.46M | Buy |
122,021
+5,154
| +4% | +$230K | 0.17% | 97 |
|
|
2020
Q1 | $4.44M | Buy |
116,867
+32,949
| +39% | +$1.25M | 0.16% | 101 |
|
|
2019
Q4 | $5.86M | Sell |
83,918
-2,064
| -2% | -$144K | 0.17% | 91 |
|
|
2019
Q3 | $6.07M | Sell |
85,982
-701
| -0.8% | -$49.5K | 0.19% | 90 |
|
|
2019
Q2 | $6.64M | Sell |
86,683
-2,641
| -3% | -$202K | 0.21% | 74 |
|
|
2019
Q1 | $7.22M | Buy |
89,324
+4,613
| +5% | +$373K | 0.23% | 70 |
|
|
2018
Q4 | $5.78M | Buy |
84,711
+65,168
| +333% | +$4.44M | 0.23% | 69 |
|
|
2018
Q3 | $1.66M | Sell |
19,543
-835
| -4% | -$71K | 0.08% | 68 |
|
|
2018
Q2 | $1.69M | Sell |
20,378
-1,758
| -8% | -$145K | 0.08% | 68 |
|
|
2018
Q1 | $1.65M | Sell |
22,136
-4,200
| -16% | -$313K | 0.08% | 67 |
|
|
2017
Q4 | $2.2K | Sell |
26,336
-1,944
| -7% | -$163 | 0.09% | 61 |
|
|
2017
Q3 | $2.32M | Sell |
28,280
-630
| -2% | -$51.6K | 0.12% | 56 |
|
|
2017
Q2 | $2.33M | Sell |
28,910
-3,705
| -11% | -$299K | 0.12% | 54 |
|
|
2017
Q1 | $2.68M | Sell |
32,615
-697
| -2% | -$57.2K | 0.15% | 55 |
|
|
2016
Q4 | $3.01M | Buy |
33,312
+452
| +1% | +$40.8K | 0.18% | 45 |
|
|
2016
Q3 | $2.87M | Sell |
32,860
-666
| -2% | -$58.1K | 0.18% | 56 |
|
|
2016
Q2 | $3.14M | Sell |
33,526
-6,142
| -15% | -$576K | 0.22% | 53 |
|
|
2016
Q1 | $3.32M | Buy |
+39,668
| New | +$3.32M | 0.2% | 53 |
|