Oppenheimer & Co’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
$30M Buy
277,883
+1,963
+0.7% +$212K 0.4% 35
2025
Q1
$32.8M Sell
275,920
-26,324
-9% -$3.13M 0.5% 28
2024
Q4
$32.5M Buy
302,244
+21,694
+8% +$2.33M 0.49% 28
2024
Q3
$32.9M Sell
280,550
-22,570
-7% -$2.65M 0.5% 29
2024
Q2
$34.9M Buy
303,120
+71,799
+31% +$8.27M 0.55% 21
2024
Q1
$26.9M Buy
231,321
+970
+0.4% +$113K 0.45% 35
2023
Q4
$23M Sell
230,351
-14,715
-6% -$1.47M 0.42% 37
2023
Q3
$28.8M Sell
245,066
-21,771
-8% -$2.56M 0.59% 21
2023
Q2
$28.6M Buy
266,837
+38,648
+17% +$4.14M 0.57% 22
2023
Q1
$25M Buy
228,189
+8,893
+4% +$975K 0.53% 26
2022
Q4
$24.2M Sell
219,296
-11,988
-5% -$1.32M 0.55% 25
2022
Q3
$20.2M Sell
231,284
-624
-0.3% -$54.5K 0.47% 32
2022
Q2
$19.9M Sell
231,908
-14,281
-6% -$1.22M 0.43% 43
2022
Q1
$20.3M Sell
246,189
-23,497
-9% -$1.94M 0.37% 49
2021
Q4
$16.5M Buy
269,686
+4,687
+2% +$287K 0.29% 69
2021
Q3
$15.6M Sell
264,999
-16,204
-6% -$953K 0.29% 67
2021
Q2
$17.7M Buy
281,203
+19,713
+8% +$1.24M 0.32% 59
2021
Q1
$14.6M Buy
261,490
+632
+0.2% +$35.3K 0.29% 70
2020
Q4
$10.8M Buy
260,858
+15,986
+7% +$659K 0.23% 98
2020
Q3
$8.41M Sell
244,872
-56,528
-19% -$1.94M 0.21% 102
2020
Q2
$13.5M Sell
301,400
-30,172
-9% -$1.35M 0.35% 58
2020
Q1
$12.6M Buy
331,572
+27,024
+9% +$1.03M 0.38% 57
2019
Q4
$21.3M Sell
304,548
-16,279
-5% -$1.14M 0.53% 36
2019
Q3
$22.7M Sell
320,827
-6,986
-2% -$493K 0.62% 31
2019
Q2
$25.1M Sell
327,813
-16,514
-5% -$1.27M 0.68% 23
2019
Q1
$27.8M Buy
344,327
+662
+0.2% +$53.5K 0.74% 21
2018
Q4
$23.4M Sell
343,665
-7,264
-2% -$495K 0.73% 25
2018
Q3
$29.8M Sell
350,929
-594
-0.2% -$50.5K 0.76% 18
2018
Q2
$29.1M Buy
351,523
+14,337
+4% +$1.19M 0.79% 15
2018
Q1
$25.2M Sell
337,186
-198
-0.1% -$14.8K 0.65% 21
2017
Q4
$28.2M Sell
337,384
-32,212
-9% -$2.69M 0.73% 18
2017
Q3
$30.3M Sell
369,596
-22,211
-6% -$1.82M 0.81% 13
2017
Q2
$31.6M Sell
391,807
-38,544
-9% -$3.11M 0.87% 12
2017
Q1
$35.3M Buy
430,351
+67,630
+19% +$5.55M 1% 9
2016
Q4
$32.7M Buy
362,721
+14,501
+4% +$1.31M 0.95% 9
2016
Q3
$30.4M Buy
348,220
+4,404
+1% +$384K 0.89% 10
2016
Q2
$32.2M Sell
343,816
-2,592
-0.7% -$243K 0.96% 10
2016
Q1
$29M Buy
346,408
+5,189
+2% +$434K 0.88% 10
2015
Q4
$26.6M Sell
341,219
-14,588
-4% -$1.14M 0.79% 12
2015
Q3
$26.5M Buy
355,807
+17,679
+5% +$1.31M 0.8% 10
2015
Q2
$28.1M Buy
338,128
+523
+0.2% +$43.5K 0.78% 9
2015
Q1
$28.7M Buy
337,605
+2,975
+0.9% +$253K 0.78% 9
2014
Q4
$30.9M Buy
334,630
+26,882
+9% +$2.49M 0.89% 7
2014
Q3
$28.9M Buy
307,748
+3,888
+1% +$366K 0.86% 8
2014
Q2
$30.6M Sell
303,860
-26,750
-8% -$2.69M 0.92% 6
2014
Q1
$32.3M Sell
330,610
-3,575
-1% -$349K 0.97% 6
2013
Q4
$33.8M Buy
334,185
+10,430
+3% +$1.06M 1.08% 5
2013
Q3
$27.9M Buy
323,755
+2,603
+0.8% +$224K 0.98% 5
2013
Q2
$29M Buy
+321,152
New +$29M 1.12% 4