McNamara Financial Services’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 | $609K | Hold |
5,649
| – | – | 0.12% | 48 |
|
|
2025
Q1 | $672K | Buy |
5,649
+1,812
| +47% | +$216K | 0.14% | 40 |
|
|
2024
Q4 | $413K | Sell |
3,837
-152
| -4% | -$16.4K | 0.1% | 45 |
|
|
2024
Q3 | $468K | Hold |
3,989
| – | – | 0.09% | 52 |
|
|
2024
Q2 | $459K | Buy |
3,989
+304
| +8% | +$35K | 0.1% | 44 |
|
|
2024
Q1 | $428K | Hold |
3,685
| – | – | 0.09% | 47 |
|
|
2023
Q4 | $368K | Sell |
3,685
-385
| -9% | -$38.5K | 0.08% | 49 |
|
|
2023
Q3 | $479K | Hold |
4,070
| – | – | 0.12% | 42 |
|
|
2023
Q2 | $431K | Sell |
4,070
-17
| -0.4% | -$1.8K | 0.1% | 43 |
|
|
2023
Q1 | $448K | Hold |
4,087
| – | – | 0.11% | 42 |
|
|
2022
Q4 | $451K | Hold |
4,087
| – | – | 0.12% | 40 |
|
|
2022
Q3 | $357K | Sell |
4,087
-114
| -3% | -$9.96K | 0.1% | 42 |
|
|
2022
Q2 | $360K | Sell |
4,201
-2,098
| -33% | -$180K | 0.1% | 45 |
|
|
2022
Q1 | $520K | Hold |
6,299
| – | – | 0.14% | 33 |
|
|
2021
Q4 | $385K | Hold |
6,299
| – | – | 0.1% | 40 |
|
|
2021
Q3 | $371K | Hold |
6,299
| – | – | 0.1% | 39 |
|
|
2021
Q2 | $397K | Hold |
6,299
| – | – | 0.11% | 37 |
|
|
2021
Q1 | $260K | Sell |
6,299
-800
| -11% | -$33K | 0.08% | 42 |
|
|
2020
Q4 | $244K | Hold |
7,099
| – | – | 0.08% | 41 |
|
|
2020
Q3 | $244K | Sell |
7,099
-36
| -0.5% | -$1.24K | 0.08% | 41 |
|
|
2020
Q2 | $319K | Hold |
7,135
| – | – | 0.11% | 36 |
|
|
2020
Q1 | $271K | Sell |
7,135
-50
| -0.7% | -$1.9K | 0.11% | 33 |
|
|
2019
Q4 | $501K | Sell |
7,185
-874
| -11% | -$60.9K | 0.19% | 28 |
|
|
2019
Q3 | $618K | Sell |
8,059
-406
| -5% | -$31.1K | 0.25% | 24 |
|
|
2019
Q2 | $684K | Buy |
8,465
+960
| +13% | +$77.6K | 0.29% | 21 |
|
|
2019
Q1 | $512K | Sell |
7,505
-150
| -2% | -$10.2K | 0.24% | 26 |
|
|
2018
Q4 | $651K | Hold |
7,655
| – | – | 0.27% | 25 |
|
|
2018
Q3 | $651K | Sell |
7,655
-983
| -11% | -$83.6K | 0.27% | 25 |
|
|
2018
Q2 | $715K | Sell |
8,638
-305
| -3% | -$25.2K | 0.31% | 22 |
|
|
2018
Q1 | $667K | Hold |
8,943
| – | – | 0.3% | 21 |
|
|
2017
Q4 | $748K | Buy |
8,943
+150
| +2% | +$12.5K | 0.34% | 19 |
|
|
2017
Q3 | $721K | Hold |
8,793
| – | – | 0.35% | 14 |
|
|
2017
Q2 | $710K | Hold |
8,793
| – | – | 0.36% | 13 |
|
|
2017
Q1 | $721K | Sell |
8,793
-2,400
| -21% | -$197K | 0.38% | 14 |
|
|
2016
Q4 | $1.01M | Hold |
11,193
| – | – | 0.55% | 13 |
|
|
2016
Q3 | $977K | Sell |
11,193
-111
| -1% | -$9.69K | 0.55% | 13 |
|
|
2016
Q2 | $1.06M | Sell |
11,304
-3,300
| -23% | -$309K | 0.62% | 13 |
|
|
2016
Q1 | $1.22M | Sell |
14,604
-32,034
| -69% | -$2.68M | 0.74% | 14 |
|
|
2015
Q4 | $3.64M | Sell |
46,638
-11,047
| -19% | -$861K | 3.56% | 1 |
|
|
2015
Q3 | $4.29M | Buy |
57,685
+14,928
| +35% | +$1.11M | 4.52% | 1 |
|
|
2015
Q2 | $3.56M | Sell |
42,757
-400
| -0.9% | -$33.3K | 3.36% | 2 |
|
|
2015
Q1 | $3.67M | Buy |
43,157
+41,450
| +2,428% | +$3.52M | 3.37% | 2 |
|
|
2014
Q4 | $158K | Buy |
+1,707
| New | +$158K | 0.14% | 70 |
|