MPM
Meritage Portfolio Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56M | Sell |
60,859
-649
| -1% | -$70K | 0.42% | 64 |
|
|
2025
Q1 | $7.32M | Sell |
61,508
-161,224
| -72% | -$19.2M | 0.49% | 58 |
|
|
2024
Q4 | $24M | Sell |
222,732
-11,176
| -5% | -$1.2M | 1.49% | 8 |
|
|
2024
Q3 | $27.4M | Sell |
233,908
-2,873
| -1% | -$337K | 1.68% | 8 |
|
|
2024
Q2 | $27.3M | Buy |
236,781
+166,458
| +237% | +$19.2M | 1.72% | 8 |
|
|
2024
Q1 | $8.17M | Buy |
70,323
+17,347
| +33% | +$2.02M | 0.52% | 51 |
|
|
2023
Q4 | $5.3M | Sell |
52,976
-49,536
| -48% | -$4.95M | 0.35% | 86 |
|
|
2023
Q3 | $12.1M | Buy |
102,512
+82,996
| +425% | +$9.76M | 0.89% | 20 |
|
|
2023
Q2 | $2.09M | Sell |
19,516
-318
| -2% | -$34.1K | 0.15% | 173 |
|
|
2023
Q1 | $2.18M | Buy |
19,834
+16
| +0.1% | +$1.76K | 0.16% | 158 |
|
|
2022
Q4 | $2.19M | Buy |
19,818
+428
| +2% | +$47.2K | 0.17% | 166 |
|
|
2022
Q3 | $1.69M | Sell |
19,390
-24,558
| -56% | -$2.14M | 0.14% | 178 |
|
|
2022
Q2 | $3.76M | Buy |
43,948
+625
| +1% | +$53.5K | 0.29% | 113 |
|
|
2022
Q1 | $3.58M | Sell |
43,323
-32,776
| -43% | -$2.71M | 0.22% | 122 |
|
|
2021
Q4 | $4.66M | Sell |
76,099
-4,491
| -6% | -$275K | 0.26% | 110 |
|
|
2021
Q3 | $4.74M | Sell |
80,590
-177
| -0.2% | -$10.4K | 0.28% | 104 |
|
|
2021
Q2 | $5.1M | Buy |
80,767
+1,488
| +2% | +$93.9K | 0.31% | 98 |
|
|
2021
Q1 | $4.43M | Buy |
79,279
+10,138
| +15% | +$566K | 0.29% | 100 |
|
|
2020
Q4 | $2.85M | Buy |
69,141
+54,584
| +375% | +$2.25M | 0.21% | 136 |
|
|
2020
Q3 | $500K | Hold |
14,557
| – | – | 0.04% | 189 |
|
|
2020
Q2 | $651K | Hold |
14,557
| – | – | 0.06% | 170 |
|
|
2020
Q1 | $553K | Sell |
14,557
-500
| -3% | -$19K | 0.08% | 148 |
|
|
2019
Q4 | $1.05M | Hold |
15,057
| – | – | 0.09% | 180 |
|
|
2019
Q3 | $1.06M | Sell |
15,057
-224
| -1% | -$15.8K | 0.1% | 173 |
|
|
2019
Q2 | $1.17M | Hold |
15,281
| – | – | 0.12% | 143 |
|
|
2019
Q1 | $1.24M | Sell |
15,281
-607
| -4% | -$49.1K | 0.13% | 145 |
|
|
2018
Q4 | $1.08M | Buy |
15,888
+1,107
| +7% | +$75.5K | 0.12% | 144 |
|
|
2018
Q3 | $1.26M | Buy |
14,781
+5,998
| +68% | +$510K | 0.12% | 160 |
|
|
2018
Q2 | $726K | Buy |
8,783
+358
| +4% | +$29.6K | 0.07% | 173 |
|
|
2018
Q1 | $629K | Hold |
8,425
| – | – | 0.06% | 171 |
|
|
2017
Q4 | $705K | Hold |
8,425
| – | – | 0.07% | 166 |
|
|
2017
Q3 | $691K | Hold |
8,425
| – | – | 0.07% | 165 |
|
|
2017
Q2 | $680K | Hold |
8,425
| – | – | 0.07% | 168 |
|
|
2017
Q1 | $691K | Sell |
8,425
-17
| -0.2% | -$1.39K | 0.07% | 159 |
|
|
2016
Q4 | $762K | Buy |
8,442
+17
| +0.2% | +$1.53K | 0.08% | 155 |
|
|
2016
Q3 | $735K | Hold |
8,425
| – | – | 0.08% | 151 |
|
|
2016
Q2 | $790K | Sell |
8,425
-2,200
| -21% | -$206K | 0.09% | 153 |
|
|
2016
Q1 | $888K | Sell |
10,625
-50
| -0.5% | -$4.18K | 0.1% | 145 |
|
|
2015
Q4 | $833K | Sell |
10,675
-4,820
| -31% | -$376K | 0.09% | 162 |
|
|
2015
Q3 | $1.15M | Buy |
15,495
+4,475
| +41% | +$333K | 0.13% | 163 |
|
|
2015
Q2 | $917K | Buy |
11,020
+845
| +8% | +$70.3K | 0.1% | 173 |
|
|
2015
Q1 | $865K | Sell |
10,175
-10
| -0.1% | -$850 | 0.09% | 176 |
|
|
2014
Q4 | $942K | Sell |
10,185
-280
| -3% | -$25.9K | 0.1% | 175 |
|
|
2014
Q3 | $984K | Sell |
10,465
-86,945
| -89% | -$8.18M | 0.11% | 172 |
|
|
2014
Q2 | $9.81M | Buy |
97,410
+1,055
| +1% | +$106K | 1.07% | 7 |
|
|
2014
Q1 | $9.41M | Sell |
96,355
-27,335
| -22% | -$2.67M | 1.13% | 7 |
|
|
2013
Q4 | $12.5M | Sell |
123,690
-6,292
| -5% | -$637K | 1.55% | 2 |
|
|
2013
Q3 | $11.2M | Buy |
129,982
+2,501
| +2% | +$215K | 1.45% | 2 |
|
|
2013
Q2 | $11.5M | Buy |
+127,481
| New | +$11.5M | 1.65% | 3 |
|