Patriot Financial Group Insurance Agency’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 | $4.07M | Buy |
37,712
+2,892
| +8% | +$312K | 0.47% | 53 |
|
|
2025
Q1 | $4.14M | Sell |
34,820
-1,325
| -4% | -$158K | 0.56% | 42 |
|
|
2024
Q4 | $3.89M | Sell |
36,145
-37
| -0.1% | -$3.98K | 0.52% | 45 |
|
|
2024
Q3 | $4.24M | Buy |
36,182
+2,694
| +8% | +$316K | 0.57% | 38 |
|
|
2024
Q2 | $3.86M | Buy |
33,488
+2,217
| +7% | +$255K | 0.57% | 36 |
|
|
2024
Q1 | $3.63M | Buy |
31,271
+2,149
| +7% | +$250K | 0.58% | 34 |
|
|
2023
Q4 | $2.91M | Buy |
29,122
+1,532
| +6% | +$153K | 0.55% | 37 |
|
|
2023
Q3 | $3.24M | Buy |
27,590
+1,123
| +4% | +$132K | 0.67% | 26 |
|
|
2023
Q2 | $2.84M | Buy |
26,467
+1,588
| +6% | +$170K | 0.54% | 34 |
|
|
2023
Q1 | $2.73M | Buy |
24,879
+2,474
| +11% | +$271K | 0.55% | 32 |
|
|
2022
Q4 | $2.47M | Sell |
22,405
-284
| -1% | -$31.3K | 0.33% | 32 |
|
|
2022
Q3 | $1.98M | Buy |
22,689
+657
| +3% | +$57.4K | 0.48% | 44 |
|
|
2022
Q2 | $1.89M | Buy |
22,032
+367
| +2% | +$31.4K | 0.38% | 48 |
|
|
2022
Q1 | $1.79M | Sell |
21,665
-2,357
| -10% | -$195K | 0.32% | 61 |
|
|
2021
Q4 | $1.47M | Buy |
24,022
+2,803
| +13% | +$172K | 0.24% | 92 |
|
|
2021
Q3 | $1.25M | Buy |
21,219
+1,647
| +8% | +$96.9K | 0.22% | 109 |
|
|
2021
Q2 | $1.24M | Buy |
19,572
+774
| +4% | +$48.8K | 0.23% | 106 |
|
|
2021
Q1 | $1.05M | Sell |
18,798
-3,608
| -16% | -$201K | 0.24% | 102 |
|
|
2020
Q4 | $924K | Sell |
22,406
-427
| -2% | -$17.6K | 0.23% | 100 |
|
|
2020
Q3 | $784K | Sell |
22,833
-8,537
| -27% | -$293K | 0.26% | 88 |
|
|
2020
Q2 | $1.4M | Buy |
31,370
+84
| +0.3% | +$3.76K | 0.54% | 37 |
|
|
2020
Q1 | $1.19M | Buy |
31,286
+9,107
| +41% | +$346K | 0.54% | 33 |
|
|
2019
Q4 | $1.55M | Sell |
22,179
-1,871
| -8% | -$131K | 0.58% | 30 |
|
|
2019
Q3 | $1.7M | Sell |
24,050
-1,288
| -5% | -$90.9K | 0.76% | 22 |
|
|
2019
Q2 | $1.92M | Buy |
25,338
+1,908
| +8% | +$145K | 0.83% | 19 |
|
|
2019
Q1 | $1.89M | Buy |
23,430
+400
| +2% | +$32.3K | 0.97% | 14 |
|
|
2018
Q4 | $1.57M | Buy |
23,030
+190
| +0.8% | +$13K | 1.03% | 13 |
|
|
2018
Q3 | $1.94M | Buy |
22,840
+13,029
| +133% | +$1.11M | 1.16% | 12 |
|
|
2018
Q2 | $812K | Sell |
9,811
-5,079
| -34% | -$420K | 0.87% | 22 |
|
|
2018
Q1 | $1.09M | Buy |
14,890
+387
| +3% | +$28.3K | 0.81% | 20 |
|
|
2017
Q4 | $1.26M | Buy |
14,503
+1,724
| +13% | +$150K | 0.94% | 20 |
|
|
2017
Q3 | $1.05M | Buy |
12,779
+928
| +8% | +$76.1K | 0.94% | 16 |
|
|
2017
Q2 | $950K | Buy |
11,851
+208
| +2% | +$16.7K | 0.99% | 14 |
|
|
2017
Q1 | $961K | Buy |
11,643
+3,389
| +41% | +$280K | 1.01% | 15 |
|
|
2016
Q4 | $709K | Buy |
+8,254
| New | +$709K | 0.97% | 13 |
|