Obermeyer Wealth Partners’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 | $18.6M | Sell |
172,813
-2,695
| -2% | -$291K | 0.93% | 37 |
|
|
2025
Q1 | $20.9M | Buy |
175,508
+25,777
| +17% | +$3.07M | 1.11% | 35 |
|
|
2024
Q4 | $16.1M | Sell |
149,731
-1,098
| -0.7% | -$118K | 0.84% | 38 |
|
|
2024
Q3 | $17.7M | Sell |
150,829
-1,483
| -1% | -$174K | 0.95% | 36 |
|
|
2024
Q2 | $17.5M | Sell |
152,312
-14,695
| -9% | -$1.69M | 1% | 35 |
|
|
2024
Q1 | $19.4M | Buy |
167,007
+14,683
| +10% | +$1.71M | 1.14% | 33 |
|
|
2023
Q4 | $15.2M | Buy |
152,324
+138,610
| +1,011% | +$13.9M | 1.04% | 33 |
|
|
2023
Q3 | $1.61M | Buy |
13,714
+188
| +1% | +$22.1K | 0.12% | 51 |
|
|
2023
Q2 | $1.45M | Sell |
13,526
-390
| -3% | -$41.8K | 0.1% | 57 |
|
|
2023
Q1 | $1.53M | Sell |
13,916
-9,151
| -40% | -$1M | 0.11% | 60 |
|
|
2022
Q4 | $2.54M | Sell |
23,067
-3,614
| -14% | -$399K | 0.19% | 44 |
|
|
2022
Q3 | $2.33M | Buy |
26,681
+4,205
| +19% | +$367K | 0.19% | 41 |
|
|
2022
Q2 | $1.93M | Buy |
22,476
+2,527
| +13% | +$216K | 0.14% | 48 |
|
|
2022
Q1 | $1.65M | Buy |
19,949
+1,131
| +6% | +$93.4K | 0.1% | 58 |
|
|
2021
Q4 | $1.15M | Sell |
18,818
-3,908
| -17% | -$239K | 0.06% | 67 |
|
|
2021
Q3 | $1.34M | Sell |
22,726
-4,624
| -17% | -$272K | 0.07% | 60 |
|
|
2021
Q2 | $1.73M | Sell |
27,350
-2,220
| -8% | -$140K | 0.1% | 58 |
|
|
2021
Q1 | $1.65M | Buy |
29,570
+23,629
| +398% | +$1.32M | 0.1% | 58 |
|
|
2020
Q4 | $245K | Sell |
5,941
-7,200
| -55% | -$297K | 0.02% | 131 |
|
|
2020
Q3 | $451K | Sell |
13,141
-159
| -1% | -$5.46K | 0.03% | 89 |
|
|
2020
Q2 | $595K | Sell |
13,300
-640
| -5% | -$28.6K | 0.05% | 67 |
|
|
2020
Q1 | $529K | Sell |
13,940
-2,825
| -17% | -$107K | 0.06% | 63 |
|
|
2019
Q4 | $1.17M | Sell |
16,765
-2,486
| -13% | -$173K | 0.1% | 54 |
|
|
2019
Q3 | $1.36M | Sell |
19,251
-1,682
| -8% | -$119K | 0.13% | 51 |
|
|
2019
Q2 | $1.6M | Buy |
20,933
+179
| +0.9% | +$13.7K | 0.14% | 47 |
|
|
2019
Q1 | $1.68M | Sell |
20,754
-895
| -4% | -$72.3K | 0.16% | 46 |
|
|
2018
Q4 | $1.48M | Sell |
21,649
-400
| -2% | -$27.3K | 0.15% | 45 |
|
|
2018
Q3 | $1.88M | Sell |
22,049
-2,011
| -8% | -$171K | 0.16% | 42 |
|
|
2018
Q2 | $1.99M | Sell |
24,060
-2,353
| -9% | -$195K | 0.18% | 40 |
|
|
2018
Q1 | $1.97M | Sell |
26,413
-2,316
| -8% | -$173K | 0.18% | 40 |
|
|
2017
Q4 | $2.4M | Buy |
28,729
+329
| +1% | +$27.5K | 0.21% | 39 |
|
|
2017
Q3 | $2.33M | Sell |
28,400
-1,443
| -5% | -$118K | 0.2% | 39 |
|
|
2017
Q2 | $2.41M | Sell |
29,843
-2,484
| -8% | -$201K | 0.21% | 42 |
|
|
2017
Q1 | $2.65M | Sell |
32,327
-4,965
| -13% | -$407K | 0.24% | 39 |
|
|
2016
Q4 | $3.37M | Buy |
37,292
+2,555
| +7% | +$231K | 0.32% | 38 |
|
|
2016
Q3 | $3.03M | Buy |
34,737
+2
| +0% | +$175 | 0.29% | 39 |
|
|
2016
Q2 | $3.26M | Buy |
34,735
+448
| +1% | +$42K | 0.32% | 39 |
|
|
2016
Q1 | $2.87M | Sell |
34,287
-487
| -1% | -$40.7K | 0.27% | 38 |
|
|
2015
Q4 | $2.71M | Sell |
34,774
-3,253
| -9% | -$254K | 0.25% | 39 |
|
|
2015
Q3 | $2.83M | Buy |
38,027
+502
| +1% | +$37.3K | 0.3% | 39 |
|
|
2015
Q2 | $3.12M | Sell |
37,525
-98
| -0.3% | -$8.15K | 0.27% | 44 |
|
|
2015
Q1 | $3.2M | Sell |
37,623
-4,498
| -11% | -$382K | 0.26% | 57 |
|
|
2014
Q4 | $3.89M | Buy |
42,121
+30,473
| +262% | +$2.82M | 0.35% | 57 |
|
|
2014
Q3 | $1.1M | Sell |
11,648
-48
| -0.4% | -$4.51K | 0.27% | 32 |
|
|
2014
Q2 | $1.18M | Sell |
11,696
-2,474
| -17% | -$249K | 0.29% | 30 |
|
|
2014
Q1 | $1.38M | Sell |
14,170
-10,645
| -43% | -$1.04M | 0.35% | 30 |
|
|
2013
Q4 | $2.51M | Buy |
24,815
+1
| +0% | +$101 | 0.64% | 28 |
|
|
2013
Q3 | $2.14M | Buy |
24,814
+802
| +3% | +$69K | 0.6% | 28 |
|
|
2013
Q2 | $2.17M | Buy |
+24,012
| New | +$2.17M | 0.6% | 27 |
|