Meridian Management’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 | $494K | Hold |
4,424
| – | – | 0.14% | 57 |
|
|
2025
Q1 | $526K | Sell |
4,424
-2,014
| -31% | -$240K | 0.16% | 51 |
|
|
2024
Q4 | $693K | Buy |
6,438
+302
| +5% | +$32.5K | 0.18% | 58 |
|
|
2024
Q3 | $719K | Buy |
6,136
+289
| +5% | +$33.9K | 0.18% | 57 |
|
|
2024
Q2 | $673K | Buy |
5,847
+92
| +2% | +$10.6K | 0.18% | 60 |
|
|
2024
Q1 | $669K | Buy |
5,755
+378
| +7% | +$43.9K | 0.18% | 60 |
|
|
2023
Q4 | $547K | Sell |
5,377
-2,098
| -28% | -$214K | 0.16% | 63 |
|
|
2023
Q3 | $879K | Buy |
7,475
+228
| +3% | +$26.8K | 0.29% | 49 |
|
|
2023
Q2 | $777K | Sell |
7,247
-398
| -5% | -$42.7K | 0.24% | 54 |
|
|
2023
Q1 | $838K | Buy |
7,645
+1,393
| +22% | +$153K | 0.28% | 47 |
|
|
2022
Q4 | $690K | Hold |
6,252
| – | – | 0.25% | 49 |
|
|
2022
Q3 | $546K | Sell |
6,252
-50
| -0.8% | -$4.37K | 0.22% | 49 |
|
|
2022
Q2 | $540K | Sell |
6,302
-985
| -14% | -$84.4K | 0.21% | 49 |
|
|
2022
Q1 | $602K | Hold |
7,287
| – | – | 0.19% | 54 |
|
|
2021
Q4 | $446K | Hold |
7,287
| – | – | 0.13% | 63 |
|
|
2021
Q3 | $429K | Hold |
7,287
| – | – | 0.13% | 62 |
|
|
2021
Q2 | $460K | Hold |
7,287
| – | – | 0.14% | 63 |
|
|
2021
Q1 | $407K | Sell |
7,287
-3,138
| -30% | -$175K | 0.13% | 63 |
|
|
2020
Q4 | $430K | Buy |
10,425
+1,639
| +19% | +$67.6K | 0.14% | 61 |
|
|
2020
Q3 | $302K | Hold |
8,786
| – | – | 0.11% | 65 |
|
|
2020
Q2 | $393K | Hold |
8,786
| – | – | 0.16% | 56 |
|
|
2020
Q1 | $334K | Hold |
8,786
| – | – | 0.16% | 56 |
|
|
2019
Q4 | $613K | Sell |
8,786
-1,156
| -12% | -$80.7K | 0.25% | 49 |
|
|
2019
Q3 | $702K | Buy |
9,942
+956
| +11% | +$67.5K | 0.31% | 45 |
|
|
2019
Q2 | $689K | Sell |
8,986
-600
| -6% | -$46K | 0.31% | 46 |
|
|
2019
Q1 | $775K | Buy |
9,586
+600
| +7% | +$48.5K | 0.38% | 46 |
|
|
2018
Q4 | $613K | Hold |
8,986
| – | – | 0.31% | 52 |
|
|
2018
Q3 | $764K | Hold |
8,986
| – | – | 0.33% | 55 |
|
|
2018
Q2 | $743K | Hold |
8,986
| – | – | 0.34% | 54 |
|
|
2018
Q1 | $670K | Sell |
8,986
-20,040
| -69% | -$1.49M | 0.31% | 52 |
|
|
2017
Q4 | $2.43M | Buy |
29,026
+95
| +0.3% | +$7.95K | 1.13% | 25 |
|
|
2017
Q3 | $2.37M | Buy |
28,931
+545
| +2% | +$44.7K | 1.17% | 22 |
|
|
2017
Q2 | $2.29M | Buy |
28,386
+10
| +0% | +$807 | 1.21% | 24 |
|
|
2017
Q1 | $2.33M | Sell |
28,376
-1,398
| -5% | -$115K | 1.32% | 22 |
|
|
2016
Q4 | $2.69M | Sell |
29,774
-2,165
| -7% | -$195K | 1.59% | 24 |
|
|
2016
Q3 | $2.79M | Sell |
31,939
-952
| -3% | -$83.1K | 1.61% | 24 |
|
|
2016
Q2 | $3.08M | Hold |
32,891
| – | – | 1.88% | 16 |
|
|
2016
Q1 | $2.75M | Buy |
32,891
+215
| +0.7% | +$18K | 1.68% | 17 |
|
|
2015
Q4 | $2.55M | Buy |
32,676
+37
| +0.1% | +$2.88K | 1.63% | 22 |
|
|
2015
Q3 | $2.43M | Sell |
32,639
-29
| -0.1% | -$2.16K | 1.59% | 21 |
|
|
2015
Q2 | $2.72M | Buy |
+32,668
| New | +$2.72M | 1.65% | 20 |
|