NorthStar Asset Management (New Jersey)’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
$625K Sell
5,800
-128
-2% -$13.8K 0.33% 49
2025
Q1
$705K Sell
5,928
-4
-0.1% -$476 0.44% 43
2024
Q4
$638K Sell
5,932
-267
-4% -$28.7K 0.41% 44
2024
Q3
$727K Sell
6,199
-41
-0.7% -$4.81K 0.48% 41
2024
Q2
$718K Buy
6,240
+739
+13% +$85.1K 0.5% 41
2024
Q1
$639K Hold
5,501
0.48% 44
2023
Q4
$550K Buy
+5,501
New +$550K 0.5% 43