Palisades Hudson Asset Management’s Exxon Mobil XOM Stock Holding History

Palisades Hudson Asset Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,680	Closed	-$269K	–	101
2023 Q4	$269K	Buy	2,680 +322	+14%	+$32.3K	0.13%	78
2023 Q3	$278K	Hold	2,358	–	–	0.15%	73
2023 Q2	$253K	Sell	2,358 -253	-10%	-$27.1K	0.13%	83
2023 Q1	$286K	Sell	2,611 -71	-3%	-$7.78K	0.15%	73
2022 Q4	$295K	Sell	2,682 -7	-0.3%	-$770	0.16%	78
2022 Q3	$235K	Buy	2,689 +163	+6%	+$14.2K	0.14%	86
2022 Q2	$217K	Buy	+2,526	New	+$217K	0.12%	97
2020 Q1	–	Sell	-5,312	Closed	-$371K	–	110
2019 Q4	$371K	Sell	5,312 -50	-0.9%	-$3.49K	0.24%	59
2019 Q3	$379K	Hold	5,362	–	–	0.26%	51
2019 Q2	$411K	Hold	5,362	–	–	0.28%	48
2019 Q1	$434K	Sell	5,362 -1,522	-22%	-$123K	0.28%	47
2018 Q4	$470K	Sell	6,884 -1,189	-15%	-$81.2K	0.28%	44
2018 Q3	$686K	Hold	8,073	–	–	0.35%	30
2018 Q2	$668K	Sell	8,073 -2,350	-23%	-$194K	0.36%	28
2018 Q1	$778K	Hold	10,423	–	–	0.42%	25
2017 Q4	$872K	Hold	10,423	–	–	0.48%	23
2017 Q3	$854K	Sell	10,423 -938	-8%	-$76.9K	0.49%	22
2017 Q2	$918K	Hold	11,361	–	–	0.54%	23
2017 Q1	$932K	Sell	11,361 -1,394	-11%	-$114K	0.59%	18
2016 Q4	$1.15M	Hold	12,755	–	–	0.7%	16
2016 Q3	$1.11M	Hold	12,755	–	–	0.85%	17
2016 Q2	$1.2M	Hold	12,755	–	–	0.97%	14
2016 Q1	$1.07M	Hold	12,755	–	–	0.84%	13
2015 Q4	$994K	Hold	12,755	–	–	0.84%	15
2015 Q3	$948K	Hold	12,755	–	–	0.85%	15
2015 Q2	$1.06M	Sell	12,755 -1,393	-10%	-$116K	0.92%	11
2015 Q1	$1.2M	Hold	14,148	–	–	0.93%	10
2014 Q4	$1.31M	Sell	14,148 -170	-1%	-$15.7K	1.03%	11
2014 Q3	$1.35M	Buy	14,318 +2,182	+18%	+$205K	1.1%	10
2014 Q2	$1.22M	Hold	12,136	–	–	1.01%	10
2014 Q1	$1.19M	Sell	12,136 -108	-0.9%	-$10.5K	1.02%	10
2013 Q4	$1.24M	Hold	12,244	–	–	1.04%	10
2013 Q3	$1.05M	Hold	12,244	–	–	0.95%	10
2013 Q2	$1.11M	Buy	+12,244	New	+$1.11M	1.06%	9