ML
McAdam LLC’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
18,198
+145
| +0.8% | +$15.6K | 0.11% | 99 |
|
|
2025
Q1 | $2.15M | Buy |
18,053
+428
| +2% | +$50.9K | 0.13% | 85 |
|
|
2024
Q4 | $1.9M | Buy |
17,625
+3,809
| +28% | +$410K | 0.1% | 99 |
|
|
2024
Q3 | $1.62M | Buy |
13,816
+300
| +2% | +$35.2K | 0.09% | 103 |
|
|
2024
Q2 | $1.56M | Buy |
13,516
+961
| +8% | +$111K | 0.09% | 94 |
|
|
2024
Q1 | $1.46M | Buy |
12,555
+2,466
| +24% | +$287K | 0.09% | 95 |
|
|
2023
Q4 | $1.01M | Sell |
10,089
-55
| -0.5% | -$5.5K | 0.07% | 111 |
|
|
2023
Q3 | $1.19M | Buy |
10,144
+954
| +10% | +$112K | 0.1% | 96 |
|
|
2023
Q2 | $986K | Buy |
9,190
+962
| +12% | +$103K | 0.08% | 109 |
|
|
2023
Q1 | $902K | Buy |
8,228
+514
| +7% | +$56.4K | 0.08% | 117 |
|
|
2022
Q4 | $472K | Sell |
7,714
-355
| -4% | -$21.7K | 0.05% | 107 |
|
|
2022
Q3 | $704K | Buy |
8,069
+81
| +1% | +$7.07K | 0.08% | 111 |
|
|
2022
Q2 | $684K | Buy |
7,988
+528
| +7% | +$45.2K | 0.07% | 114 |
|
|
2022
Q1 | $616K | Sell |
7,460
-254
| -3% | -$21K | 0.06% | 98 |
|
|
2021
Q4 | $472K | Buy |
7,714
+974
| +14% | +$59.6K | 0.05% | 107 |
|
|
2021
Q3 | $396K | Sell |
6,740
-102
| -1% | -$5.99K | 0.04% | 113 |
|
|
2021
Q2 | $403K | Sell |
6,842
-161
| -2% | -$9.48K | 0.05% | 111 |
|
|
2021
Q1 | $391K | Buy |
7,003
+116
| +2% | +$6.48K | 0.06% | 101 |
|
|
2020
Q4 | $323K | Sell |
6,887
-242
| -3% | -$11.4K | 0.05% | 115 |
|
|
2020
Q3 | $245K | Buy |
7,129
+212
| +3% | +$7.29K | 0.05% | 118 |
|
|
2020
Q2 | $309K | Buy |
6,917
+135
| +2% | +$6.03K | 0.07% | 85 |
|
|
2020
Q1 | $258K | Sell |
6,782
-219
| -3% | -$8.33K | 0.07% | 82 |
|
|
2019
Q4 | $489K | Buy |
+7,001
| New | +$489K | 0.12% | 46 |
|
|
2019
Q2 | – | Sell |
-2,552
| Closed | -$206K | – | 78 |
|
|
2019
Q1 | $206K | Buy |
+2,552
| New | +$206K | 0.07% | 69 |
|
|
2018
Q4 | – | Sell |
-1,684
| Closed | -$146K | – | 639 |
|
|
2018
Q3 | $146K | Buy |
1,684
+18
| +1% | +$1.56K | 0.05% | 83 |
|
|
2018
Q2 | $138K | Sell |
1,666
-506
| -23% | -$41.9K | 0.06% | 78 |
|
|
2018
Q1 | $162K | Buy |
+2,172
| New | +$162K | 0.07% | 67 |
|
|
2017
Q2 | – | Sell |
-2,625
| Closed | -$215K | – | 49 |
|
|
2017
Q1 | $215K | Sell |
2,625
-530
| -17% | -$43.4K | 0.2% | 42 |
|
|
2016
Q4 | $285K | Buy |
+3,155
| New | +$285K | 0.28% | 37 |
|