Northwest & Ethical Investments’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 | $7.06M | Hold |
65,455
| – | – | 0.18% | 151 |
|
2025
Q1 | $7.78M | Buy |
65,455
+257
| +0.4% | +$30.6K | 0.21% | 134 |
|
2024
Q4 | $7.01M | Buy |
65,198
+4,688
| +8% | +$504K | 0.19% | 156 |
|
2024
Q3 | $7.09M | Buy |
60,510
+8,110
| +15% | +$951K | 0.19% | 159 |
|
2024
Q2 | $6.03M | Buy |
52,400
+44,659
| +577% | +$5.14M | 0.17% | 155 |
|
2024
Q1 | $900K | Sell |
7,741
-1,080
| -12% | -$126K | 0.03% | 311 |
|
2023
Q4 | $882K | Hold |
8,821
| – | – | 0.03% | 276 |
|
2023
Q3 | $1.04M | Buy |
+8,821
| New | +$1.04M | 0.03% | 268 |
|
2020
Q1 | – | Sell |
-32,928
| Closed | -$2.3M | – | 386 |
|
2019
Q4 | $2.3M | Sell |
32,928
-499
| -1% | -$34.8K | 0.1% | 245 |
|
2019
Q3 | $2.36M | Sell |
33,427
-1,203
| -3% | -$84.9K | 0.12% | 224 |
|
2019
Q2 | $2.65M | Sell |
34,630
-860
| -2% | -$65.9K | 0.13% | 209 |
|
2019
Q1 | $2.87M | Sell |
35,490
-639
| -2% | -$51.6K | 0.15% | 192 |
|
2018
Q4 | $2.46M | Sell |
36,129
-21,542
| -37% | -$1.47M | 0.15% | 194 |
|
2018
Q3 | $4.9M | Buy |
57,671
+2,334
| +4% | +$198K | 0.31% | 98 |
|
2018
Q2 | $4.58M | Sell |
55,337
-4,070
| -7% | -$337K | 0.3% | 98 |
|
2018
Q1 | $4.43M | Sell |
59,407
-7,171
| -11% | -$535K | 0.3% | 97 |
|
2017
Q4 | $5.57M | Buy |
66,578
+8,096
| +14% | +$677K | 0.36% | 75 |
|
2017
Q3 | $4.79M | Buy |
58,482
+2,864
| +5% | +$235K | 0.3% | 82 |
|
2017
Q2 | $4.49M | Sell |
55,618
-323
| -0.6% | -$26.1K | 0.3% | 88 |
|
2017
Q1 | $4.59M | Sell |
55,941
-5,087
| -8% | -$417K | 0.31% | 79 |
|
2016
Q4 | $5.51M | Sell |
61,028
-26,966
| -31% | -$2.43M | 0.38% | 62 |
|
2016
Q3 | $7.68M | Buy |
87,994
+51,377
| +140% | +$4.48M | 0.54% | 42 |
|
2016
Q2 | $3.43M | Sell |
36,617
-1,418
| -4% | -$133K | 0.26% | 98 |
|
2016
Q1 | $3.18M | Sell |
38,035
-3,352
| -8% | -$280K | 0.21% | 116 |
|
2015
Q4 | $3.23M | Sell |
41,387
-1,455
| -3% | -$113K | 0.23% | 108 |
|
2015
Q3 | $3.19M | Buy |
+42,842
| New | +$3.19M | 0.24% | 107 |
|