Mather Group’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 | $9.53M | Sell |
88,443
-5,416
| -6% | -$584K | 0.1% | 87 |
|
|
2025
Q1 | $11.2M | Sell |
93,859
-115
| -0.1% | -$13.7K | 0.13% | 78 |
|
|
2024
Q4 | $10.1M | Buy |
93,974
+5,681
| +6% | +$611K | 0.13% | 84 |
|
|
2024
Q3 | $10.3M | Sell |
88,293
-571,773
| -87% | -$67M | 0.13% | 81 |
|
|
2024
Q2 | $76.7M | Buy |
660,066
+589,406
| +834% | +$68.5M | 0.94% | 19 |
|
|
2024
Q1 | $7.06M | Sell |
70,660
-72,041
| -50% | -$7.2M | 0.11% | 74 |
|
|
2023
Q4 | $14.3M | Buy |
142,701
+27,382
| +24% | +$2.74M | 0.22% | 46 |
|
|
2023
Q3 | $13.6M | Buy |
115,319
+9,109
| +9% | +$1.07M | 0.24% | 43 |
|
|
2023
Q2 | $11.4M | Sell |
106,210
-385
| -0.4% | -$41.3K | 0.18% | 63 |
|
|
2023
Q1 | $11.7M | Buy |
106,595
+7,346
| +7% | +$806K | 0.21% | 55 |
|
|
2022
Q4 | $10.9M | Buy |
99,249
+4,401
| +5% | +$485K | 0.21% | 57 |
|
|
2022
Q3 | $8.28M | Buy |
94,848
+22,306
| +31% | +$1.95M | 0.18% | 61 |
|
|
2022
Q2 | $6.21M | Buy |
72,542
+1,416
| +2% | +$121K | 0.14% | 73 |
|
|
2022
Q1 | $5.88M | Buy |
+71,126
| New | +$5.88M | 0.12% | 68 |
|
|
2020
Q4 | – | Sell |
-44,742
| Closed | -$1.54M | – | 275 |
|
|
2020
Q3 | $1.54M | Buy |
44,742
+34,384
| +332% | +$1.18M | 0.06% | 72 |
|
|
2020
Q2 | $463K | Buy |
+10,358
| New | +$463K | 0.02% | 136 |
|
|
2015
Q1 | – | Sell |
-3,239
| Closed | -$299K | – | 33 |
|
|
2014
Q4 | $299K | Hold |
3,239
| – | – | 0.09% | 22 |
|
|
2014
Q3 | $305K | Hold |
3,239
| – | – | 0.09% | 19 |
|
|
2014
Q2 | $326K | Hold |
3,239
| – | – | 0.11% | 17 |
|
|
2014
Q1 | $316K | Hold |
3,239
| – | – | 0.12% | 19 |
|
|
2013
Q4 | $328K | Buy |
+3,239
| New | +$328K | 0.12% | 22 |
|