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Nottingham Advisors’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$504K Sell
4,671
-742
-14% -$80K 0.07% 72
2025
Q1
$644K Sell
5,413
-1,680
-24% -$200K 0.1% 75
2024
Q4
$763K Buy
7,093
+2,144
+43% +$231K 0.1% 71
2024
Q3
$580K Sell
4,949
-2,200
-31% -$258K 0.06% 94
2024
Q2
$823K Buy
7,149
+2,175
+44% +$250K 0.1% 74
2024
Q1
$340K Sell
4,974
-50
-1% -$3.41K 0.04% 110
2023
Q4
$297K Buy
5,024
+686
+16% +$40.6K 0.04% 113
2023
Q3
$269K Buy
4,338
+2,097
+94% +$130K 0.04% 106
2023
Q2
$240K Hold
2,241
0.03% 121
2023
Q1
$246K Sell
2,241
-112
-5% -$12.3K 0.03% 126
2022
Q4
$260K Buy
2,353
+39
+2% +$4.3K 0.04% 120
2022
Q3
$202K Buy
+2,314
New +$202K 0.03% 126
2021
Q3
Sell
-4,395
Closed -$277K 151
2021
Q2
$277K Buy
+4,395
New +$277K 0.03% 123
2020
Q1
Sell
-3,213
Closed -$224K 119
2019
Q4
$224K Sell
3,213
-899
-22% -$62.7K 0.03% 102
2019
Q3
$290K Hold
4,112
0.04% 91
2019
Q2
$315K Buy
4,112
+600
+17% +$46K 0.04% 93
2019
Q1
$284K Sell
3,512
-601
-15% -$48.6K 0.04% 92
2018
Q4
$350K Hold
4,113
0.05% 78
2018
Q3
$350K Sell
4,113
-225
-5% -$19.1K 0.05% 75
2018
Q2
$324K Hold
4,338
0.05% 75
2018
Q1
$324K Sell
4,338
-1,208
-22% -$90.2K 0.06% 67
2017
Q4
$464K Sell
5,546
-64
-1% -$5.35K 0.06% 73
2017
Q3
$460K Buy
5,610
+64
+1% +$5.25K 0.07% 73
2017
Q2
$448K Hold
5,546
0.07% 73
2017
Q1
$455K Sell
5,546
-350
-6% -$28.7K 0.07% 72
2016
Q4
$532K Buy
5,896
+49
+0.8% +$4.42K 0.09% 67
2016
Q3
$510K Sell
5,847
-50
-0.8% -$4.36K 0.09% 64
2016
Q2
$553K Sell
5,897
-1,145
-16% -$107K 0.1% 55
2016
Q1
$549K Hold
7,042
0.1% 64
2015
Q4
$549K Sell
7,042
-82
-1% -$6.39K 0.1% 64
2015
Q3
$530K Sell
7,124
-400
-5% -$29.8K 0.1% 63
2015
Q2
$626K Buy
7,524
+100
+1% +$8.32K 0.1% 65
2015
Q1
$631K Sell
7,424
-635
-8% -$54K 0.1% 64
2014
Q4
$745K Sell
8,059
-915
-10% -$84.6K 0.19% 55
2014
Q3
$845K Buy
8,974
+554
+7% +$52.2K 0.29% 37
2014
Q2
$847K Buy
8,420
+178
+2% +$17.9K 0.3% 36
2014
Q1
$804K Sell
8,242
-147
-2% -$14.3K 0.31% 32
2013
Q4
$848K Sell
8,389
-169
-2% -$17.1K 0.29% 34
2013
Q3
$735K Buy
8,558
+322
+4% +$27.7K 0.27% 32
2013
Q2
$743K Buy
+8,236
New +$743K 0.31% 32