OAM
Oppenheimer Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6M | Buy |
274,209
+9,597
| +4% | +$1.03M | 0.34% | 69 |
|
|
2025
Q1 | $31.5M | Sell |
264,612
-25,780
| -9% | -$3.07M | 0.39% | 62 |
|
|
2024
Q4 | $31.2M | Sell |
290,392
-47,546
| -14% | -$5.11M | 0.38% | 61 |
|
|
2024
Q3 | $39.6M | Buy |
337,938
+4,801
| +1% | +$563K | 0.48% | 42 |
|
|
2024
Q2 | $38.4M | Buy |
333,137
+114,206
| +52% | +$13.1M | 0.49% | 40 |
|
|
2024
Q1 | $25.4M | Sell |
218,931
-18,665
| -8% | -$2.17M | 0.37% | 57 |
|
|
2023
Q4 | $23.8M | Sell |
237,596
-1,420
| -0.6% | -$142K | 0.33% | 64 |
|
|
2023
Q3 | $28.1M | Sell |
239,016
-20,143
| -8% | -$2.37M | 0.43% | 47 |
|
|
2023
Q2 | $27.8M | Sell |
259,159
-2,166
| -0.8% | -$232K | 0.41% | 46 |
|
|
2023
Q1 | $28.7M | Buy |
261,325
+10,379
| +4% | +$1.14M | 0.44% | 49 |
|
|
2022
Q4 | $27.7M | Sell |
250,946
-15,954
| -6% | -$1.76M | 0.45% | 51 |
|
|
2022
Q3 | $23.3M | Buy |
266,900
+1,231
| +0.5% | +$107K | 0.41% | 53 |
|
|
2022
Q2 | $22.8M | Sell |
265,669
-1,053
| -0.4% | -$90.2K | 0.38% | 60 |
|
|
2022
Q1 | $22M | Buy |
266,722
+13,276
| +5% | +$1.1M | 0.31% | 74 |
|
|
2021
Q4 | $15.5M | Buy |
253,446
+14,238
| +6% | +$871K | 0.21% | 112 |
|
|
2021
Q3 | $14.1M | Buy |
239,208
+4,308
| +2% | +$253K | 0.2% | 120 |
|
|
2021
Q2 | $14.8M | Buy |
234,900
+10,835
| +5% | +$683K | 0.21% | 110 |
|
|
2021
Q1 | $12.5M | Buy |
224,065
+16,577
| +8% | +$925K | 0.19% | 127 |
|
|
2020
Q4 | $8.55M | Sell |
207,488
-13,839
| -6% | -$570K | 0.14% | 179 |
|
|
2020
Q3 | $7.6M | Sell |
221,327
-26,337
| -11% | -$904K | 0.15% | 168 |
|
|
2020
Q2 | $11.1M | Buy |
247,664
+10,989
| +5% | +$491K | 0.23% | 109 |
|
|
2020
Q1 | $8.99M | Buy |
236,675
+9,827
| +4% | +$373K | 0.22% | 115 |
|
|
2019
Q4 | $15.8M | Buy |
226,848
+2,474
| +1% | +$173K | 0.33% | 65 |
|
|
2019
Q3 | $15.8M | Buy |
224,374
+11,228
| +5% | +$793K | 0.35% | 58 |
|
|
2019
Q2 | $16.3M | Buy |
213,146
+13,216
| +7% | +$1.01M | 0.36% | 59 |
|
|
2019
Q1 | $16.2M | Buy |
199,930
+12,368
| +7% | +$999K | 0.36% | 57 |
|
|
2018
Q4 | $12.8M | Sell |
187,562
-2,038
| -1% | -$139K | 0.32% | 74 |
|
|
2018
Q3 | $16.1M | Buy |
189,600
+32,239
| +20% | +$2.74M | 0.36% | 61 |
|
|
2018
Q2 | $13M | Buy |
157,361
+1,424
| +0.9% | +$118K | 0.32% | 78 |
|
|
2018
Q1 | $11.6M | Sell |
155,937
-13,389
| -8% | -$999K | 0.29% | 88 |
|
|
2017
Q4 | $13.9M | Hold |
169,326
| – | – | 0.37% | 63 |
|
|
2017
Q3 | $13.9M | Buy |
169,326
+21
| +0% | +$1.72K | 0.36% | 64 |
|
|
2017
Q2 | $13.7M | Buy |
169,305
+3,001
| +2% | +$242K | 0.38% | 60 |
|
|
2017
Q1 | $13.6M | Buy |
+166,304
| New | +$13.6M | 0.39% | 57 |
|