Northeast Financial Consultants’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51M | Sell |
60,414
-7,261
| -11% | -$776K | 0.27% | 55 |
|
|
2025
Q1 | $8.05M | Sell |
67,675
-15,140
| -18% | -$1.67M | 0.36% | 46 |
|
|
2024
Q4 | $8.91M | Buy |
82,815
+883
| +1% | +$103K | 0.38% | 43 |
|
|
2024
Q3 | $9.6M | Buy |
81,932
+144
| +0.2% | +$16.6K | 0.42% | 37 |
|
|
2024
Q2 | $9.42M | Sell |
81,788
-301
| -0.4% | -$35.1K | 0.43% | 36 |
|
|
2024
Q1 | $9.54M | Buy |
82,089
+374
| +0.5% | +$39.1K | 0.47% | 35 |
|
|
2023
Q4 | $8.17M | Sell |
81,715
-1,152
| -1% | -$121K | 0.45% | 40 |
|
|
2023
Q3 | $9.74M | Buy |
82,867
+46
| +0.1% | +$5.05K | 0.61% | 27 |
|
|
2023
Q2 | $8.88M | Sell |
82,821
-8,788
| -10% | -$959K | 0.55% | 28 |
|
|
2023
Q1 | $10M | Buy |
91,609
+67
| +0.1% | +$7.41K | 0.64% | 28 |
|
|
2022
Q4 | $10.1M | Buy |
91,542
+44,075
| +93% | +$4.72M | 0.68% | 28 |
|
|
2022
Q3 | $4.14M | Buy |
47,467
+51
| +0.1% | +$4.66K | 0.3% | 53 |
|
|
2022
Q2 | $4.06M | Sell |
47,416
-25,142
| -35% | -$2.27M | 0.28% | 57 |
|
|
2022
Q1 | $5.99M | Sell |
72,558
-40,552
| -36% | -$3.15M | 0.35% | 52 |
|
|
2021
Q4 | $6.92M | Buy |
113,110
+4,079
| +4% | +$255K | 0.42% | 44 |
|
|
2021
Q3 | $6.41M | Buy |
109,031
+86
| +0.1% | +$4.9K | 0.43% | 43 |
|
|
2021
Q2 | $6.87M | Sell |
108,945
-10,983
| -9% | -$656K | 0.46% | 42 |
|
|
2021
Q1 | $6.7M | Sell |
119,928
-376
| -0.3% | -$19.7K | 0.51% | 38 |
|
|
2020
Q4 | $4.96M | Sell |
120,304
-3,317
| -3% | -$124K | 0.41% | 44 |
|
|
2020
Q3 | $4.24M | Sell |
123,621
-4,284
| -3% | -$175K | 0.38% | 43 |
|
|
2020
Q2 | $5.72M | Sell |
127,905
-635
| -0.5% | -$28.5K | 0.55% | 34 |
|
|
2020
Q1 | $4.88M | Sell |
128,540
-254
| -0.2% | -$14K | 0.55% | 35 |
|
|
2019
Q4 | $8.99M | Sell |
128,794
-873
| -0.7% | -$60.4K | 0.8% | 32 |
|
|
2019
Q3 | $9.16M | Buy |
129,667
+88,292
| +213% | +$6.38M | 0.93% | 25 |
|
|
2019
Q2 | $3.17M | Buy |
41,375
+45
| +0.1% | +$3.48K | 0.33% | 58 |
|
|
2019
Q1 | $3.34M | Buy |
41,330
+974
| +2% | +$74.3K | 0.37% | 47 |
|
|
2018
Q4 | $2.75M | Buy |
40,356
+32,796
| +434% | +$2.57M | 0.38% | 47 |
|
|
2018
Q3 | $642K | Sell |
7,560
-678
| -8% | -$55.4K | 0.18% | 71 |
|
|
2018
Q2 | $681K | Sell |
8,238
-250
| -3% | -$19.9K | 0.21% | 69 |
|
|
2018
Q1 | $633K | Sell |
8,488
-1,212
| -12% | -$96.9K | 0.21% | 77 |
|
|
2017
Q4 | $811K | Buy |
9,700
+134
| +1% | +$11.1K | 0.27% | 60 |
|
|
2017
Q3 | $784K | Sell |
9,566
-4,675
| -33% | -$371K | 0.29% | 58 |
|
|
2017
Q2 | $1.15M | Sell |
14,241
-13,416
| -49% | -$1.1M | 0.45% | 40 |
|
|
2017
Q1 | $2.27M | Sell |
27,657
-2,921
| -10% | -$244K | 0.95% | 21 |
|
|
2016
Q4 | $2.76M | Sell |
30,578
-24,924
| -45% | -$2.18M | 1.23% | 16 |
|
|
2016
Q3 | $4.84M | Buy |
55,502
+200
| +0.4% | +$17.7K | 2.04% | 9 |
|
|
2016
Q2 | $5.18M | Buy |
55,302
+1,200
| +2% | +$106K | 2.3% | 9 |
|
|
2016
Q1 | $4.52M | Hold |
54,102
| – | – | 2.37% | 8 |
|
|
2015
Q4 | $4.22M | Buy |
54,102
+12,925
| +31% | +$1.03M | 2.19% | 8 |
|
|
2015
Q3 | $3.06M | Hold |
41,177
| – | – | 1.56% | 13 |
|
|
2015
Q2 | $3.43M | Buy |
41,177
+700
| +2% | +$60.2K | 1.53% | 12 |
|
|
2015
Q1 | $3.44M | Buy |
40,477
+200
| +0.5% | +$17.7K | 1.57% | 12 |
|
|
2014
Q4 | $3.72M | Hold |
40,277
| – | – | 1.96% | 10 |
|
|
2014
Q3 | $3.79M | Hold |
40,277
| – | – | 2.08% | 9 |
|
|
2014
Q2 | $4.05M | Hold |
40,277
| – | – | 2.3% | 8 |
|
|
2014
Q1 | $3.93M | Sell |
40,277
-600
| -1% | -$57.2K | 2.32% | 9 |
|
|
2013
Q4 | $4.14M | Buy |
+40,877
| New | +$3.78M | 2.77% | 7 |
|
Other funds holding XOM
Northeast Financial Consultants's XOM Position: Q2 2025 in Review
Northeast Financial Consultants reduced its ExxonMobil (XOM) stake by 11% in Q2 2025, selling an estimated $776K and leaving 60,414 shares worth $6.51M. The position accounts for 0.27% of the portfolio, ranked #55.
Northeast Financial Consultants first reported a position in XOM in Q4 2013 and has held it in 47 quarters since. The position peaked at $10.1M in Q4 2022. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.
- Northeast Financial Consultants held 60,414 shares of ExxonMobil worth $6.51M as of Q2 2025.
- Northeast Financial Consultants sold 7,261 ExxonMobil shares in Q2 2025, an estimated $776K.
- ExxonMobil made up 0.27% of Northeast Financial Consultants's portfolio in Q2 2025, its #55 holding.
- Northeast Financial Consultants first reported a position in ExxonMobil in Q4 2013 and has held it in 47 quarters since.
- Northeast Financial Consultants's ExxonMobil position peaked at $10.1M in Q4 2022.
- 4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.
Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.