MJP
Michael J. Puzo’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Sell |
37,814
-1,165
| -3% | -$126K | 1.16% | 29 |
|
|
2025
Q1 | $4.64M | Sell |
38,979
-10
| -0% | -$1.19K | 1.33% | 30 |
|
|
2024
Q4 | $4.19M | Sell |
38,989
-25
| -0.1% | -$2.69K | 1.17% | 31 |
|
|
2024
Q3 | $4.57M | Sell |
39,014
-15
| -0% | -$1.76K | 1.2% | 32 |
|
|
2024
Q2 | $4.49M | Sell |
39,029
-600
| -2% | -$69.1K | 1.25% | 28 |
|
|
2024
Q1 | $4.61M | Buy |
39,629
+3,498
| +10% | +$407K | 1.28% | 28 |
|
|
2023
Q4 | $3.61M | Sell |
36,131
-265
| -0.7% | -$26.5K | 1.15% | 31 |
|
|
2023
Q3 | $4.28M | Sell |
36,396
-625
| -2% | -$73.5K | 1.45% | 28 |
|
|
2023
Q2 | $3.97M | Sell |
37,021
-280
| -0.8% | -$30K | 1.26% | 31 |
|
|
2023
Q1 | $4.09M | Sell |
37,301
-2,094
| -5% | -$230K | 1.36% | 30 |
|
|
2022
Q4 | $4.35M | Sell |
39,395
-1,315
| -3% | -$145K | 1.57% | 27 |
|
|
2022
Q3 | $3.55M | Sell |
40,710
-25
| -0.1% | -$2.18K | 1.35% | 29 |
|
|
2022
Q2 | $3.49M | Sell |
40,735
-975
| -2% | -$83.5K | 1.24% | 30 |
|
|
2022
Q1 | $3.45M | Sell |
41,710
-200
| -0.5% | -$16.5K | 1.04% | 35 |
|
|
2021
Q4 | $2.56M | Buy |
41,910
+135
| +0.3% | +$8.26K | 0.72% | 39 |
|
|
2021
Q3 | $2.46M | Sell |
41,775
-190
| -0.5% | -$11.2K | 0.78% | 39 |
|
|
2021
Q2 | $2.65M | Sell |
41,965
-2,775
| -6% | -$175K | 0.82% | 38 |
|
|
2021
Q1 | $2.5M | Sell |
44,740
-2,160
| -5% | -$121K | 0.8% | 38 |
|
|
2020
Q4 | $1.93M | Sell |
46,900
-2,955
| -6% | -$122K | 0.63% | 39 |
|
|
2020
Q3 | $1.71M | Sell |
49,855
-8,016
| -14% | -$275K | 0.61% | 40 |
|
|
2020
Q2 | $2.59M | Buy |
57,871
+870
| +2% | +$38.9K | 0.97% | 35 |
|
|
2020
Q1 | $2.16M | Buy |
57,001
+200
| +0.4% | +$7.59K | 0.95% | 36 |
|
|
2019
Q4 | $3.97M | Sell |
56,801
-660
| -1% | -$46.1K | 1.42% | 30 |
|
|
2019
Q3 | $4.06M | Buy |
57,461
+3,433
| +6% | +$242K | 1.53% | 27 |
|
|
2019
Q2 | $4.14M | Sell |
54,028
-1,032
| -2% | -$79.1K | 1.54% | 26 |
|
|
2019
Q1 | $4.45M | Sell |
55,060
-2,685
| -5% | -$217K | 1.73% | 24 |
|
|
2018
Q4 | $3.94M | Sell |
57,745
-13,515
| -19% | -$921K | 1.75% | 25 |
|
|
2018
Q3 | $6.06M | Sell |
71,260
-1,042
| -1% | -$88.6K | 2.29% | 20 |
|
|
2018
Q2 | $5.98M | Sell |
72,302
-2,110
| -3% | -$175K | 2.53% | 17 |
|
|
2018
Q1 | $5.55M | Sell |
74,412
-3,982
| -5% | -$297K | 2.37% | 19 |
|
|
2017
Q4 | $6.56M | Buy |
78,394
+14,039
| +22% | +$1.17M | 2.7% | 16 |
|
|
2017
Q3 | $5.28M | Sell |
64,355
-1,388
| -2% | -$114K | 2.75% | 15 |
|
|
2017
Q2 | $5.31M | Buy |
65,743
+160
| +0.2% | +$12.9K | 2.86% | 15 |
|
|
2017
Q1 | $5.38M | Sell |
65,583
-965
| -1% | -$79.1K | 2.99% | 12 |
|
|
2016
Q4 | $6.01M | Buy |
66,548
+1,530
| +2% | +$138K | 3.47% | 7 |
|
|
2016
Q3 | $5.67M | Buy |
65,018
+7,236
| +13% | +$631K | 3.27% | 10 |
|
|
2016
Q2 | $5.42M | Hold |
57,782
| – | – | 3.57% | 6 |
|
|
2016
Q1 | $4.83M | Buy |
57,782
+1,962
| +4% | +$164K | 3.2% | 9 |
|
|
2015
Q4 | $4.35M | Buy |
55,820
+1,017
| +2% | +$79.3K | 3.04% | 11 |
|
|
2015
Q3 | $4.08M | Buy |
54,803
+496
| +0.9% | +$36.9K | 2.9% | 10 |
|
|
2015
Q2 | $4.52M | Sell |
54,307
-170
| -0.3% | -$14.1K | 2.91% | 7 |
|
|
2015
Q1 | $4.63M | Sell |
54,477
-2,700
| -5% | -$230K | 2.96% | 8 |
|
|
2014
Q4 | $5.29M | Sell |
57,177
-2,843
| -5% | -$263K | 3.47% | 7 |
|
|
2014
Q3 | $5.65M | Buy |
60,020
+795
| +1% | +$74.8K | 3.87% | 2 |
|
|
2014
Q2 | $5.96M | Buy |
59,225
+131
| +0.2% | +$13.2K | 4.14% | 2 |
|
|
2014
Q1 | $5.77M | Sell |
59,094
-812
| -1% | -$79.3K | 4.15% | 2 |
|
|
2013
Q4 | $6.06M | Buy |
59,906
+1,345
| +2% | +$136K | 4.42% | 2 |
|
|
2013
Q3 | $5.04M | Buy |
58,561
+1,281
| +2% | +$110K | 4.21% | 2 |
|
|
2013
Q2 | $5.18M | Buy |
+57,280
| New | +$5.18M | 4.54% | 2 |
|