OPCM
Osborne Partners Capital Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
100,482
-5,152
| -5% | -$555K | 0.58% | 65 |
|
|
2025
Q1 | $12.6M | Sell |
105,634
-2,158
| -2% | -$257K | 0.72% | 46 |
|
|
2024
Q4 | $11.6M | Sell |
107,792
-811
| -0.7% | -$87.2K | 0.67% | 52 |
|
|
2024
Q3 | $12.7M | Buy |
108,603
+820
| +0.8% | +$96.1K | 0.72% | 46 |
|
|
2024
Q2 | $12.4M | Buy |
107,783
+5,400
| +5% | +$622K | 0.74% | 43 |
|
|
2024
Q1 | $11.9M | Sell |
102,383
-225
| -0.2% | -$26.2K | 0.73% | 48 |
|
|
2023
Q4 | $10.3M | Sell |
102,608
-1,248
| -1% | -$125K | 0.67% | 56 |
|
|
2023
Q3 | $12.2M | Buy |
103,856
+63
| +0.1% | +$7.41K | 0.9% | 36 |
|
|
2023
Q2 | $11.1M | Sell |
103,793
-87
| -0.1% | -$9.33K | 0.8% | 41 |
|
|
2023
Q1 | $11.4M | Sell |
103,880
-26
| -0% | -$2.85K | 0.84% | 38 |
|
|
2022
Q4 | $11.5M | Sell |
103,906
-608
| -0.6% | -$67.1K | 0.9% | 34 |
|
|
2022
Q3 | $9.13M | Buy |
104,514
+202
| +0.2% | +$17.6K | 0.76% | 41 |
|
|
2022
Q2 | $8.93M | Buy |
104,312
+84,327
| +422% | +$7.22M | 0.68% | 49 |
|
|
2022
Q1 | $1.65M | Sell |
19,985
-1,257
| -6% | -$104K | 0.12% | 110 |
|
|
2021
Q4 | $1.3M | Buy |
21,242
+962
| +5% | +$58.9K | 0.09% | 118 |
|
|
2021
Q3 | $1.19M | Sell |
20,280
-297
| -1% | -$17.5K | 0.1% | 114 |
|
|
2021
Q2 | $1.3M | Sell |
20,577
-765
| -4% | -$48.3K | 0.11% | 114 |
|
|
2021
Q1 | $1.19M | Sell |
21,342
-104,269
| -83% | -$5.82M | 0.11% | 118 |
|
|
2020
Q4 | $5.18M | Buy |
125,611
+91,312
| +266% | +$3.76M | 0.63% | 50 |
|
|
2020
Q3 | $1.18M | Sell |
34,299
-979
| -3% | -$33.6K | 0.24% | 78 |
|
|
2020
Q2 | $1.58M | Sell |
35,278
-1,220
| -3% | -$54.6K | 0.34% | 76 |
|
|
2020
Q1 | $1.39M | Sell |
36,498
-2,152
| -6% | -$81.7K | 0.36% | 72 |
|
|
2019
Q4 | $2.7M | Sell |
38,650
-51
| -0.1% | -$3.56K | 0.55% | 60 |
|
|
2019
Q3 | $2.73M | Hold |
38,701
| – | – | 0.55% | 63 |
|
|
2019
Q2 | $2.97M | Sell |
38,701
-1,672
| -4% | -$128K | 0.57% | 63 |
|
|
2019
Q1 | $3.26M | Sell |
40,373
-69,820
| -63% | -$5.64M | 0.64% | 61 |
|
|
2018
Q4 | $7.51M | Sell |
110,193
-6,769
| -6% | -$462K | 1.12% | 29 |
|
|
2018
Q3 | $9.94M | Buy |
116,962
+1,230
| +1% | +$105K | 1.27% | 20 |
|
|
2018
Q2 | $9.58M | Sell |
115,732
-1,812
| -2% | -$150K | 1.3% | 20 |
|
|
2018
Q1 | $8.77M | Sell |
117,544
-44,696
| -28% | -$3.33M | 1.21% | 26 |
|
|
2017
Q4 | $13.6M | Sell |
162,240
-1,044
| -0.6% | -$87.3K | 1.8% | 9 |
|
|
2017
Q3 | $13.4M | Sell |
163,284
-1,475
| -0.9% | -$121K | 1.83% | 10 |
|
|
2017
Q2 | $13.3M | Sell |
164,759
-150
| -0.1% | -$12.1K | 1.89% | 10 |
|
|
2017
Q1 | $13.5M | Sell |
164,909
-786
| -0.5% | -$64.5K | 1.94% | 11 |
|
|
2016
Q4 | $15M | Sell |
165,695
-734
| -0.4% | -$66.3K | 2.19% | 9 |
|
|
2016
Q3 | $14.5M | Sell |
166,429
-41,970
| -20% | -$3.66M | 2.17% | 10 |
|
|
2016
Q2 | $19.5M | Sell |
208,399
-7,380
| -3% | -$692K | 2.91% | 3 |
|
|
2016
Q1 | $18M | Buy |
215,779
+2,940
| +1% | +$246K | 2.65% | 4 |
|
|
2015
Q4 | $16.6M | Buy |
212,839
+2,031
| +1% | +$158K | 2.41% | 8 |
|
|
2015
Q3 | $15.7M | Sell |
210,808
-3,563
| -2% | -$265K | 2.3% | 9 |
|
|
2015
Q2 | $17.8M | Sell |
214,371
-2,726
| -1% | -$227K | 2.39% | 6 |
|
|
2015
Q1 | $18.5M | Sell |
217,097
-17,238
| -7% | -$1.47M | 2.43% | 5 |
|
|
2014
Q4 | $21.7M | Buy |
234,335
+1,725
| +0.7% | +$159K | 2.62% | 4 |
|
|
2014
Q3 | $21.9M | Sell |
232,610
-2,044
| -0.9% | -$192K | 2.83% | 4 |
|
|
2014
Q2 | $23.6M | Sell |
234,654
-3,463
| -1% | -$349K | 3.04% | 4 |
|
|
2014
Q1 | $23.3M | Sell |
238,117
-1,398
| -0.6% | -$137K | 3.05% | 4 |
|
|
2013
Q4 | $24.2M | Sell |
239,515
-2,727
| -1% | -$276K | 3.16% | 4 |
|
|
2013
Q3 | $20.8M | Buy |
242,242
+3,667
| +2% | +$316K | 2.91% | 4 |
|
|
2013
Q2 | $21.6M | Buy |
+238,575
| New | +$21.6M | 3.08% | 3 |
|