Norris Financial Group’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $540K | Sell |
3,182
-124
| -4% | -$18.1K | 0.18% | 63 |
|
|
2025
Q4 | $398K | Buy |
3,306
+180
| +6% | +$20.9K | 0.14% | 72 |
|
|
2025
Q3 | $353K | Buy |
3,126
+12
| +0.4% | +$1.33K | 0.13% | 74 |
|
|
2025
Q2 | $336K | Buy |
3,114
+13
| +0.4% | +$1.39K | 0.14% | 66 |
|
|
2025
Q1 | $369K | Buy |
3,101
+12
| +0.4% | +$1.33K | 0.17% | 65 |
|
|
2024
Q4 | $332K | Sell |
3,089
-68
| -2% | -$7.95K | 0.16% | 65 |
|
|
2024
Q3 | $370K | Sell |
3,157
-16,034
| -84% | -$1.85M | 0.18% | 60 |
|
|
2024
Q2 | $2.21M | Sell |
19,191
-4,058
| -17% | -$473K | 1.15% | 25 |
|
|
2024
Q1 | $2.7M | Buy |
23,249
+7,876
| +51% | +$824K | 1.48% | 19 |
|
|
2023
Q4 | $1.54M | Buy |
15,373
+6,108
| +66% | +$642K | 0.93% | 30 |
|
|
2023
Q3 | $1.09M | Sell |
9,265
-195
| -2% | -$21.4K | 0.76% | 37 |
|
|
2023
Q2 | $1.01M | Sell |
9,460
-8,119
| -46% | -$886K | 0.7% | 38 |
|
|
2023
Q1 | $1.93M | Sell |
17,579
-801
| -4% | -$88.6K | 1.41% | 22 |
|
|
2022
Q4 | $2.03M | Sell |
18,380
-188
| -1% | -$20.1K | 1.71% | 18 |
|
|
2022
Q3 | $1.62M | Buy |
18,568
+447
| +2% | +$40.8K | 1.48% | 22 |
|
|
2022
Q2 | $1.55M | Buy |
18,121
+12,793
| +240% | +$1.15M | 1.25% | 23 |
|
|
2022
Q1 | $440K | Buy |
5,328
+515
| +11% | +$40K | 0.27% | 55 |
|
|
2021
Q4 | $295K | Sell |
4,813
-61
| -1% | -$3.81K | 0.18% | 67 |
|
|
2021
Q3 | $287K | Buy |
4,874
+969
| +25% | +$55.2K | 0.19% | 69 |
|
|
2021
Q2 | $246K | Buy |
3,905
+16
| +0.4% | +$955 | 0.17% | 73 |
|
|
2021
Q1 | $217K | Buy |
+3,889
| New | +$204K | 0.16% | 72 |
|
|
2020
Q3 | – | Sell |
-17,910
| Closed | -$801K | – | 85 |
|
|
2020
Q2 | $801K | Buy |
+17,910
| New | +$803K | 0.76% | 36 |
|
Other funds holding XOM
VCM
VPM
