Moneta Group Investment Advisors’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 | $18.2M | Buy |
168,453
+12,986
| +8% | +$1.4M | 0.22% | 65 |
|
|
2025
Q1 | $18.5M | Sell |
155,467
-3,027
| -2% | -$360K | 0.25% | 61 |
|
|
2024
Q4 | $17M | Buy |
158,494
+22,760
| +17% | +$2.45M | 0.24% | 63 |
|
|
2024
Q3 | $15.9M | Sell |
135,734
-1,988
| -1% | -$233K | 0.23% | 64 |
|
|
2024
Q2 | $15.9M | Sell |
137,722
-2,733
| -2% | -$315K | 0.25% | 60 |
|
|
2024
Q1 | $16.3M | Buy |
140,455
+10,590
| +8% | +$1.23M | 0.27% | 62 |
|
|
2023
Q4 | $13M | Buy |
129,865
+2,085
| +2% | +$208K | 0.26% | 61 |
|
|
2023
Q3 | $15M | Buy |
127,780
+687
| +0.5% | +$80.8K | 0.34% | 53 |
|
|
2023
Q2 | $13.6M | Buy |
127,093
+5,100
| +4% | +$547K | 0.3% | 55 |
|
|
2023
Q1 | $13.4M | Buy |
121,993
+14,942
| +14% | +$1.64M | 0.32% | 54 |
|
|
2022
Q4 | $12.4M | Buy |
107,051
+19,547
| +22% | +$2.27M | 0.34% | 53 |
|
|
2022
Q3 | $7.64M | Sell |
87,504
-10,488
| -11% | -$916K | 0.29% | 67 |
|
|
2022
Q2 | $8.39M | Buy |
97,992
+10,596
| +12% | +$907K | 0.29% | 72 |
|
|
2022
Q1 | $7.22M | Sell |
87,396
-7,456
| -8% | -$616K | 0.28% | 70 |
|
|
2021
Q4 | $5.8M | Buy |
94,852
+2,298
| +2% | +$141K | 0.24% | 73 |
|
|
2021
Q3 | $5.44M | Sell |
92,554
-5,433
| -6% | -$320K | 0.25% | 71 |
|
|
2021
Q2 | $6.18M | Buy |
97,987
+11,868
| +14% | +$749K | 0.28% | 73 |
|
|
2021
Q1 | $4.81M | Buy |
86,119
+42,475
| +97% | +$2.37M | 0.25% | 75 |
|
|
2020
Q4 | $1.8M | Buy |
43,644
+417
| +1% | +$17.2K | 0.13% | 105 |
|
|
2020
Q3 | $1.48M | Sell |
43,227
-3,687
| -8% | -$127K | 0.13% | 101 |
|
|
2020
Q2 | $2.1M | Buy |
46,914
+3,906
| +9% | +$175K | 0.2% | 84 |
|
|
2020
Q1 | $1.63M | Buy |
43,008
+12,870
| +43% | +$489K | 0.17% | 89 |
|
|
2019
Q4 | $2.1M | Sell |
30,138
-2,081
| -6% | -$145K | 0.18% | 81 |
|
|
2019
Q3 | $2.28M | Buy |
32,219
+6,837
| +27% | +$483K | 0.21% | 78 |
|
|
2019
Q2 | $1.95M | Sell |
25,382
-12,143
| -32% | -$931K | 0.19% | 78 |
|
|
2019
Q1 | $3.03M | Buy |
37,525
+4,133
| +12% | +$334K | 0.32% | 56 |
|
|
2018
Q4 | $2.28M | Sell |
33,392
-12,046
| -27% | -$821K | 0.27% | 65 |
|
|
2018
Q3 | $3.86M | Sell |
45,438
-1,605
| -3% | -$136K | 0.4% | 49 |
|
|
2018
Q2 | $3.89M | Buy |
47,043
+10,601
| +29% | +$877K | 0.43% | 38 |
|
|
2018
Q1 | $2.72M | Buy |
36,442
+7,720
| +27% | +$576K | 0.36% | 44 |
|
|
2017
Q4 | $2.4M | Sell |
28,722
-2,261
| -7% | -$189K | 0.36% | 37 |
|
|
2017
Q3 | $2.54M | Buy |
30,983
+1,552
| +5% | +$127K | 0.39% | 37 |
|
|
2017
Q2 | $2.38M | Sell |
29,431
-93
| -0.3% | -$7.51K | 0.39% | 46 |
|
|
2017
Q1 | $2.42M | Buy |
29,524
+69
| +0.2% | +$5.66K | 0.48% | 27 |
|
|
2016
Q4 | $2.66M | Sell |
29,455
-10,119
| -26% | -$913K | 0.55% | 25 |
|
|
2016
Q3 | $3.45M | Hold |
39,574
| – | – | 0.78% | 21 |
|
|
2016
Q2 | $3.71M | Sell |
39,574
-200
| -0.5% | -$18.8K | 0.81% | 22 |
|
|
2016
Q1 | $3.33M | Sell |
39,774
-1,505
| -4% | -$126K | 0.74% | 21 |
|
|
2015
Q4 | $3.22M | Buy |
41,279
+937
| +2% | +$73K | 0.79% | 21 |
|
|
2015
Q3 | $3M | Buy |
40,342
+7,038
| +21% | +$523K | 0.83% | 22 |
|
|
2015
Q2 | $2.77M | Buy |
33,304
+2,197
| +7% | +$183K | 0.85% | 21 |
|
|
2015
Q1 | $2.64M | Sell |
31,107
-1,675
| -5% | -$142K | 1.13% | 13 |
|
|
2014
Q4 | $3.03M | Sell |
32,782
-695
| -2% | -$64.3K | 1.46% | 13 |
|
|
2014
Q3 | $3.15M | Sell |
33,477
-3,232
| -9% | -$304K | 1.64% | 12 |
|
|
2014
Q2 | $3.7M | Sell |
36,709
-1,250
| -3% | -$126K | 1.99% | 10 |
|
|
2014
Q1 | $3.71M | Sell |
37,959
-1,500
| -4% | -$147K | 2.19% | 10 |
|
|
2013
Q4 | $3.99M | Sell |
39,459
-48
| -0.1% | -$4.86K | 2.41% | 10 |
|
|
2013
Q3 | $3.4M | Buy |
39,507
+1,040
| +3% | +$89.5K | 2.24% | 10 |
|
|
2013
Q2 | $3.48M | Buy |
+38,467
| New | +$3.48M | 2.45% | 10 |
|