Morningstar Investment Services’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.09M | Sell |
34,363
-37,480
| -52% | -$4.46M | 0.75% | 32 |
|
|
2024
Q4 | $7.73M | Sell |
71,843
-599,867
| -89% | -$64.5M | 0.7% | 40 |
|
|
2024
Q3 | $77.8M | Buy |
671,710
+2,199
| +0.3% | +$255K | 0.79% | 34 |
|
|
2024
Q2 | $76.9M | Buy |
669,511
+1,069
| +0.2% | +$123K | 0.84% | 36 |
|
|
2024
Q1 | $76.9M | Sell |
668,442
-569,842
| -46% | -$65.5M | 0.85% | 34 |
|
|
2023
Q4 | $124M | Buy |
1,238,284
+699,722
| +130% | +$70.1M | 0.7% | 42 |
|
|
2023
Q3 | $64.3M | Sell |
538,562
-2,483
| -0.5% | -$297K | 0.82% | 32 |
|
|
2023
Q2 | $57.6M | Sell |
541,045
-4,200
| -0.8% | -$447K | 0.74% | 34 |
|
|
2023
Q1 | $59.6M | Buy |
545,245
+10,425
| +2% | +$1.14M | 0.8% | 32 |
|
|
2022
Q4 | $57.1M | Buy |
534,820
+3,465
| +0.7% | +$370K | 0.78% | 34 |
|
|
2022
Q3 | $57.1M | Buy |
531,355
+2,667
| +0.5% | +$287K | 0.81% | 35 |
|
|
2022
Q2 | $47M | Buy |
528,688
+19,814
| +4% | +$1.76M | 0.63% | 39 |
|
|
2022
Q1 | $42.4M | Buy |
508,874
+6,691
| +1% | +$558K | 0.47% | 54 |
|
|
2021
Q4 | $30.7M | Sell |
502,183
-5,230
| -1% | -$320K | 0.34% | 74 |
|
|
2021
Q3 | $30.4M | Sell |
507,413
-2,257
| -0.4% | -$135K | 0.36% | 72 |
|
|
2021
Q2 | $31.9M | Sell |
509,670
-4,052
| -0.8% | -$254K | 0.38% | 69 |
|
|
2021
Q1 | $29.1M | Sell |
513,722
-28,193
| -5% | -$1.6M | 0.38% | 77 |
|
|
2020
Q4 | $22.3M | Sell |
541,915
-26,156
| -5% | -$1.08M | 0.31% | 85 |
|
|
2020
Q3 | $19.5M | Sell |
568,071
-44,858
| -7% | -$1.54M | 0.3% | 85 |
|
|
2020
Q2 | $27.2M | Sell |
612,929
-24,812
| -4% | -$1.1M | 0.45% | 61 |
|
|
2020
Q1 | $23.9M | Buy |
637,741
+17,940
| +3% | +$673K | 0.44% | 66 |
|
|
2019
Q4 | $43.3M | Buy |
619,801
+187,624
| +43% | +$13.1M | 0.68% | 38 |
|
|
2019
Q3 | $30.6M | Buy |
432,177
+124,057
| +40% | +$8.78M | 0.52% | 63 |
|
|
2019
Q2 | $23.6M | Buy |
308,120
+1,147
| +0.4% | +$87.9K | 0.39% | 80 |
|
|
2019
Q1 | $24.8M | Sell |
306,973
-5,410
| -2% | -$437K | 0.43% | 75 |
|
|
2018
Q4 | $21.3M | Sell |
312,383
-23,319
| -7% | -$1.59M | 0.42% | 74 |
|
|
2018
Q3 | $28.5M | Sell |
335,702
-21,471
| -6% | -$1.83M | 0.51% | 67 |
|
|
2018
Q2 | $29.5M | Buy |
357,173
+333,652
| +1,419% | +$27.6M | 0.56% | 60 |
|
|
2018
Q1 | $1.76M | Sell |
23,521
-1,202
| -5% | -$89.7K | 0.03% | 133 |
|
|
2017
Q4 | $2.07M | Sell |
24,723
-1,459
| -6% | -$122K | 0.04% | 128 |
|
|
2017
Q3 | $2.15M | Buy |
26,182
+16,614
| +174% | +$1.36M | 0.05% | 129 |
|
|
2017
Q2 | $772K | Buy |
9,568
+300
| +3% | +$24.2K | 0.02% | 139 |
|
|
2017
Q1 | $760K | Sell |
9,268
-746
| -7% | -$61.2K | 0.02% | 138 |
|
|
2016
Q4 | $904K | Sell |
10,014
-466
| -4% | -$42.1K | 0.03% | 139 |
|
|
2016
Q3 | $915K | Sell |
10,480
-898
| -8% | -$78.4K | 0.03% | 168 |
|
|
2016
Q2 | $1.07M | Sell |
11,378
-77,853
| -87% | -$7.31M | 0.03% | 163 |
|
|
2016
Q1 | $7.46M | Sell |
89,231
-9,539
| -10% | -$797K | 0.26% | 95 |
|
|
2015
Q4 | $7.7M | Sell |
98,770
-6,252
| -6% | -$487K | 0.3% | 88 |
|
|
2015
Q3 | $7.81M | Buy |
105,022
+14,096
| +16% | +$1.05M | 0.33% | 81 |
|
|
2015
Q2 | $7.57M | Sell |
90,926
-13,037
| -13% | -$1.08M | 0.32% | 87 |
|
|
2015
Q1 | $8.84M | Buy |
103,963
+17,534
| +20% | +$1.49M | 0.39% | 78 |
|
|
2014
Q4 | $7.99M | Buy |
86,429
+41,405
| +92% | +$3.83M | 0.38% | 75 |
|
|
2014
Q3 | $4.24M | Buy |
45,024
+23,777
| +112% | +$2.24M | 0.22% | 100 |
|
|
2014
Q2 | $2.14M | Sell |
21,247
-55,794
| -72% | -$5.62M | 0.12% | 121 |
|
|
2014
Q1 | $7.53M | Buy |
77,041
+4,205
| +6% | +$411K | 0.51% | 59 |
|
|
2013
Q4 | $7.37M | Buy |
72,836
+6,060
| +9% | +$613K | 0.55% | 51 |
|
|
2013
Q3 | $5.75M | Buy |
66,776
+9,997
| +18% | +$861K | 0.5% | 55 |
|
|
2013
Q2 | $5.13M | Buy |
+56,779
| New | +$5.13M | 0.53% | 52 |
|