Modera Wealth 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 | $8.13M | Buy |
75,374
+1,950
| +3% | +$210K | 0.1% | 140 |
|
|
2025
Q1 | $8.73M | Sell |
73,424
-792
| -1% | -$94.2K | 0.12% | 133 |
|
|
2024
Q4 | $7.98M | Buy |
74,216
+813
| +1% | +$87.5K | 0.1% | 137 |
|
|
2024
Q3 | $8.6M | Buy |
73,403
+3,162
| +5% | +$371K | 0.11% | 123 |
|
|
2024
Q2 | $8.09M | Buy |
70,241
+437
| +0.6% | +$50.3K | 0.12% | 125 |
|
|
2024
Q1 | $8.11M | Buy |
69,804
+3,382
| +5% | +$393K | 0.12% | 125 |
|
|
2023
Q4 | $6.64M | Buy |
66,422
+365
| +0.6% | +$36.5K | 0.11% | 127 |
|
|
2023
Q3 | $7.77M | Sell |
66,057
-9,632
| -13% | -$1.13M | 0.15% | 118 |
|
|
2023
Q2 | $8.12M | Buy |
75,689
+40,500
| +115% | +$4.34M | 0.15% | 117 |
|
|
2023
Q1 | $3.86M | Buy |
35,189
+1,585
| +5% | +$174K | 0.15% | 70 |
|
|
2022
Q4 | $3.71M | Buy |
33,604
+1,002
| +3% | +$111K | 0.15% | 69 |
|
|
2022
Q3 | $2.85M | Sell |
32,602
-859
| -3% | -$75K | 0.14% | 75 |
|
|
2022
Q2 | $2.87M | Buy |
33,461
+445
| +1% | +$38.1K | 0.14% | 77 |
|
|
2022
Q1 | $2.73M | Sell |
33,016
-1,414
| -4% | -$117K | 0.12% | 85 |
|
|
2021
Q4 | $2.11M | Buy |
34,430
+5,153
| +18% | +$315K | 0.08% | 116 |
|
|
2021
Q3 | $1.72M | Buy |
29,277
+609
| +2% | +$35.8K | 0.09% | 76 |
|
|
2021
Q2 | $1.81M | Sell |
28,668
-1,379
| -5% | -$87K | 0.1% | 72 |
|
|
2021
Q1 | $1.68M | Sell |
30,047
-2,601
| -8% | -$145K | 0.11% | 68 |
|
|
2020
Q4 | $1.35M | Buy |
32,648
+2,186
| +7% | +$90.1K | 0.11% | 77 |
|
|
2020
Q3 | $1.05M | Buy |
30,462
+7
| +0% | +$240 | 0.16% | 54 |
|
|
2020
Q2 | $1.36M | Sell |
30,455
-3,878
| -11% | -$173K | 0.22% | 43 |
|
|
2020
Q1 | $1.3M | Buy |
34,333
+2,389
| +7% | +$90.7K | 0.27% | 42 |
|
|
2019
Q4 | $2.23M | Buy |
31,944
+1,030
| +3% | +$71.9K | 0.35% | 27 |
|
|
2019
Q3 | $2.18M | Buy |
30,914
+998
| +3% | +$70.5K | 0.36% | 26 |
|
|
2019
Q2 | $2.29M | Buy |
29,916
+2,184
| +8% | +$167K | 0.42% | 27 |
|
|
2019
Q1 | $2.24M | Buy |
27,732
+2,279
| +9% | +$184K | 0.42% | 29 |
|
|
2018
Q4 | $1.74M | Sell |
25,453
-3,261
| -11% | -$222K | 0.34% | 30 |
|
|
2018
Q3 | $2.44M | Buy |
28,714
+3,367
| +13% | +$286K | 0.49% | 25 |
|
|
2018
Q2 | $2.1M | Buy |
25,347
+692
| +3% | +$57.3K | 0.44% | 24 |
|
|
2018
Q1 | $1.84M | Buy |
24,655
+128
| +0.5% | +$9.55K | 0.38% | 24 |
|
|
2017
Q4 | $2.05M | Sell |
24,527
-620
| -2% | -$51.8K | 0.44% | 23 |
|
|
2017
Q3 | $2.06M | Sell |
25,147
-2,828
| -10% | -$232K | 0.46% | 21 |
|
|
2017
Q2 | $2.26M | Buy |
27,975
+333
| +1% | +$26.9K | 0.55% | 19 |
|
|
2017
Q1 | $2.27M | Buy |
27,642
+203
| +0.7% | +$16.6K | 0.57% | 18 |
|
|
2016
Q4 | $2.48M | Buy |
27,439
+2,037
| +8% | +$184K | 0.84% | 14 |
|
|
2016
Q3 | $2.17M | Buy |
25,402
+71
| +0.3% | +$6.06K | 0.73% | 14 |
|
|
2016
Q2 | $2.37M | Buy |
25,331
+1,197
| +5% | +$112K | 0.83% | 13 |
|
|
2016
Q1 | $2.02M | Buy |
24,134
+9,931
| +70% | +$830K | 0.7% | 16 |
|
|
2015
Q4 | $1.11M | Buy |
14,203
+2,718
| +24% | +$212K | 0.44% | 21 |
|
|
2015
Q3 | $854K | Sell |
11,485
-1,894
| -14% | -$141K | 0.36% | 24 |
|
|
2015
Q2 | $1.11M | Sell |
13,379
-191
| -1% | -$15.9K | 0.44% | 23 |
|
|
2015
Q1 | $1.15M | Sell |
13,570
-531
| -4% | -$45.1K | 0.45% | 25 |
|
|
2014
Q4 | $1.3M | Sell |
14,101
-1,863
| -12% | -$172K | 0.51% | 24 |
|
|
2014
Q3 | $1.5M | Buy |
15,964
+1,383
| +9% | +$130K | 0.64% | 20 |
|
|
2014
Q2 | $1.47M | Buy |
14,581
+2,727
| +23% | +$275K | 0.67% | 20 |
|
|
2014
Q1 | $1.16M | Sell |
11,854
-9,081
| -43% | -$887K | 0.46% | 23 |
|
|
2013
Q4 | $2.12M | Buy |
20,935
+2,690
| +15% | +$272K | 0.81% | 19 |
|
|
2013
Q3 | $1.57M | Sell |
18,245
-324
| -2% | -$27.9K | 0.75% | 15 |
|
|
2013
Q2 | $1.68M | Buy |
+18,569
| New | +$1.68M | 0.86% | 15 |
|