Middleton & Co’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 | $12.6M | Sell |
116,869
-5,741
| -5% | -$619K | 1.42% | 21 |
|
|
2025
Q1 | $14.6M | Sell |
122,610
-5,170
| -4% | -$615K | 1.7% | 17 |
|
|
2024
Q4 | $13.7M | Sell |
127,780
-562
| -0.4% | -$60.5K | 1.52% | 20 |
|
|
2024
Q3 | $15M | Buy |
128,342
+1,205
| +0.9% | +$141K | 1.66% | 21 |
|
|
2024
Q2 | $14.6M | Sell |
127,137
-3,197
| -2% | -$368K | 1.7% | 19 |
|
|
2024
Q1 | $15.2M | Buy |
130,334
+4,484
| +4% | +$521K | 1.75% | 17 |
|
|
2023
Q4 | $12.6M | Buy |
125,850
+1,374
| +1% | +$137K | 1.57% | 20 |
|
|
2023
Q3 | $14.6M | Buy |
124,476
+1,436
| +1% | +$169K | 2.02% | 11 |
|
|
2023
Q2 | $13.2M | Sell |
123,040
-619
| -0.5% | -$66.4K | 1.75% | 15 |
|
|
2023
Q1 | $13.6M | Sell |
123,659
-770
| -0.6% | -$84.4K | 1.95% | 14 |
|
|
2022
Q4 | $13.7M | Sell |
124,429
-2,895
| -2% | -$319K | 2.03% | 14 |
|
|
2022
Q3 | $11.1M | Buy |
127,324
+334
| +0.3% | +$29.2K | 1.69% | 16 |
|
|
2022
Q2 | $10.9M | Sell |
126,990
-1,558
| -1% | -$133K | 1.39% | 26 |
|
|
2022
Q1 | $10.6M | Buy |
128,548
+338
| +0.3% | +$27.9K | 1.13% | 30 |
|
|
2021
Q4 | $7.85M | Sell |
128,210
-293
| -0.2% | -$17.9K | 0.76% | 47 |
|
|
2021
Q3 | $7.56M | Buy |
128,503
+1,255
| +1% | +$73.8K | 0.81% | 42 |
|
|
2021
Q2 | $8.03M | Sell |
127,248
-7,885
| -6% | -$497K | 0.87% | 41 |
|
|
2021
Q1 | $7.54M | Buy |
135,133
+43,289
| +47% | +$2.42M | 0.85% | 42 |
|
|
2020
Q4 | $3.79M | Sell |
91,844
-21,601
| -19% | -$890K | 0.45% | 55 |
|
|
2020
Q3 | $3.9M | Sell |
113,445
-2,984
| -3% | -$102K | 0.52% | 52 |
|
|
2020
Q2 | $5.21M | Sell |
116,429
-2,061
| -2% | -$92.2K | 0.75% | 43 |
|
|
2020
Q1 | $4.5M | Sell |
118,490
-14,764
| -11% | -$561K | 0.79% | 42 |
|
|
2019
Q4 | $9.3M | Sell |
133,254
-6,022
| -4% | -$420K | 1.32% | 28 |
|
|
2019
Q3 | $9.83M | Buy |
139,276
+271
| +0.2% | +$19.1K | 1.52% | 24 |
|
|
2019
Q2 | $10.7M | Sell |
139,005
-4,185
| -3% | -$321K | 1.65% | 20 |
|
|
2019
Q1 | $11.6M | Buy |
143,190
+1,116
| +0.8% | +$90.2K | 1.86% | 13 |
|
|
2018
Q4 | $9.69M | Sell |
142,074
-8,632
| -6% | -$589K | 1.78% | 15 |
|
|
2018
Q3 | $12.8M | Buy |
150,706
+1,165
| +0.8% | +$99K | 2% | 12 |
|
|
2018
Q2 | $12.4M | Sell |
149,541
-3,174
| -2% | -$263K | 2.12% | 10 |
|
|
2018
Q1 | $11.4M | Sell |
152,715
-12,968
| -8% | -$968K | 2.04% | 10 |
|
|
2017
Q4 | $13.9M | Sell |
165,683
-1,152
| -0.7% | -$96.4K | 2.33% | 8 |
|
|
2017
Q3 | $13.7M | Buy |
166,835
+6,344
| +4% | +$520K | 2.47% | 6 |
|
|
2017
Q2 | $13M | Sell |
160,491
-4,874
| -3% | -$393K | 2.76% | 3 |
|
|
2017
Q1 | $13.6M | Sell |
165,365
-7,493
| -4% | -$615K | 2.97% | 3 |
|
|
2016
Q4 | $15.6M | Buy |
172,858
+948
| +0.6% | +$85.6K | 3.52% | 2 |
|
|
2016
Q3 | $15M | Sell |
171,910
-743
| -0.4% | -$64.8K | 3.36% | 2 |
|
|
2016
Q2 | $16.2M | Buy |
172,653
+84
| +0% | +$7.87K | 3.72% | 2 |
|
|
2016
Q1 | $14.4M | Sell |
172,569
-5,096
| -3% | -$426K | 3.34% | 3 |
|
|
2015
Q4 | $13.8M | Buy |
177,665
+6,639
| +4% | +$518K | 3.09% | 3 |
|
|
2015
Q3 | $12.7M | Buy |
171,026
+2,717
| +2% | +$202K | 3.02% | 4 |
|
|
2015
Q2 | $14M | Sell |
168,309
-2,021
| -1% | -$168K | 3.03% | 3 |
|
|
2015
Q1 | $14.5M | Sell |
170,330
-3,787
| -2% | -$322K | 3.16% | 2 |
|
|
2014
Q4 | $16.1M | Sell |
174,117
-1,780
| -1% | -$165K | 3.6% | 1 |
|
|
2014
Q3 | $16.5M | Sell |
175,897
-3,294
| -2% | -$310K | 3.89% | 1 |
|
|
2014
Q2 | $18M | Sell |
179,191
-637
| -0.4% | -$64.1K | 4.1% | 1 |
|
|
2014
Q1 | $17.6M | Sell |
179,828
-10,391
| -5% | -$1.02M | 4.09% | 1 |
|
|
2013
Q4 | $19.3M | Sell |
190,219
-3,737
| -2% | -$378K | 5.04% | 1 |
|
|
2013
Q3 | $16.7M | Buy |
193,956
+572
| +0.3% | +$49.2K | 4.39% | 1 |
|
|
2013
Q2 | $17.5M | Buy |
+193,384
| New | +$17.5M | 5.13% | 1 |
|