O'Keefe Stevens Advisory’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 | $3.16M | Buy |
29,296
+1,496
| +5% | +$161K | 0.89% | 23 |
|
|
2025
Q1 | $3.31M | Buy |
27,800
+1,710
| +7% | +$203K | 1.08% | 22 |
|
|
2024
Q4 | $2.81M | Buy |
26,090
+2,045
| +9% | +$220K | 0.87% | 24 |
|
|
2024
Q3 | $2.82M | Buy |
24,045
+1,397
| +6% | +$164K | 0.85% | 26 |
|
|
2024
Q2 | $2.61M | Buy |
22,648
+437
| +2% | +$50.3K | 0.87% | 26 |
|
|
2024
Q1 | $2.58M | Buy |
22,211
+1,162
| +6% | +$135K | 0.85% | 24 |
|
|
2023
Q4 | $2.1M | Buy |
21,049
+3,388
| +19% | +$339K | 0.85% | 24 |
|
|
2023
Q3 | $2.08M | Sell |
17,661
-58
| -0.3% | -$6.82K | 0.95% | 24 |
|
|
2023
Q2 | $1.9M | Buy |
17,719
+372
| +2% | +$39.9K | 0.82% | 25 |
|
|
2023
Q1 | $1.9M | Buy |
17,347
+916
| +6% | +$100K | 0.94% | 23 |
|
|
2022
Q4 | $1.81M | Hold |
16,431
| – | – | 1.08% | 22 |
|
|
2022
Q3 | $1.44M | Hold |
16,431
| – | – | 0.97% | 22 |
|
|
2022
Q2 | $1.41M | Sell |
16,431
-114
| -0.7% | -$9.76K | 0.86% | 22 |
|
|
2022
Q1 | $1.37M | Sell |
16,545
-415
| -2% | -$34.3K | 0.67% | 24 |
|
|
2021
Q4 | $1.04M | Sell |
16,960
-250
| -1% | -$15.3K | 0.49% | 26 |
|
|
2021
Q3 | $1.01M | Buy |
17,210
+150
| +0.9% | +$8.82K | 0.55% | 26 |
|
|
2021
Q2 | $1.08M | Hold |
17,060
| – | – | 0.57% | 27 |
|
|
2021
Q1 | $965K | Hold |
17,060
| – | – | 0.61% | 24 |
|
|
2020
Q4 | $703K | Sell |
17,060
-402
| -2% | -$16.6K | 0.48% | 26 |
|
|
2020
Q3 | $599K | Sell |
17,462
-150
| -0.9% | -$5.15K | 0.47% | 28 |
|
|
2020
Q2 | $788K | Buy |
+17,612
| New | +$788K | 0.68% | 23 |
|
|
2019
Q4 | $1.25M | Sell |
17,564
-175
| -1% | -$12.4K | 0.94% | 22 |
|
|
2019
Q3 | $1.25M | Buy |
17,739
+50
| +0.3% | +$3.53K | 0.96% | 26 |
|
|
2019
Q2 | $1.36M | Sell |
17,689
-1,400
| -7% | -$107K | 1.01% | 26 |
|
|
2019
Q1 | $1.54M | Hold |
19,089
| – | – | 1.2% | 25 |
|
|
2018
Q4 | $1.3M | Sell |
19,089
-285
| -1% | -$19.4K | 1.17% | 23 |
|
|
2018
Q3 | $1.65M | Sell |
19,374
-75
| -0.4% | -$6.38K | 1.17% | 24 |
|
|
2018
Q2 | $1.61M | Buy |
19,449
+126
| +0.7% | +$10.4K | 1.28% | 23 |
|
|
2018
Q1 | $1.44M | Sell |
19,323
-50
| -0.3% | -$3.73K | 1.27% | 25 |
|
|
2017
Q4 | $1.62M | Buy |
19,373
+1,050
| +6% | +$87.8K | 1.47% | 25 |
|
|
2017
Q3 | $1.5M | Buy |
+18,323
| New | +$1.5M | 1.39% | 25 |
|