Partners Capital Investment Group’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 | – | Sell |
-29,507
| Closed | -$3.51M | – | 182 |
|
|
2025
Q1 | $3.51M | Hold |
29,507
| – | – | 0.06% | 112 |
|
|
2024
Q4 | $3.17M | Sell |
29,507
-12,000
| -29% | -$1.29M | 0.09% | 81 |
|
|
2024
Q3 | $4.87M | Sell |
41,507
-12,500
| -23% | -$1.47M | 0.08% | 95 |
|
|
2024
Q2 | $6.21M | Hold |
54,007
| – | – | 0.1% | 86 |
|
|
2024
Q1 | $6.28M | Sell |
54,007
-10,488
| -16% | -$1.22M | 0.17% | 65 |
|
|
2023
Q4 | $6.45M | Buy |
64,495
+1,292
| +2% | +$129K | 0.14% | 86 |
|
|
2023
Q3 | $7.43M | Buy |
63,203
+5,393
| +9% | +$634K | 0.18% | 83 |
|
|
2023
Q2 | $6.2M | Buy |
57,810
+3,803
| +7% | +$408K | 0.13% | 98 |
|
|
2023
Q1 | $5.92M | Sell |
54,007
-12,034
| -18% | -$1.32M | 0.25% | 66 |
|
|
2022
Q4 | $7.28M | Sell |
66,041
-36,189
| -35% | -$3.99M | 0.35% | 56 |
|
|
2022
Q3 | $8.93M | Buy |
+102,230
| New | +$8.93M | 0.53% | 52 |
|