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Patten Group’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.12M Sell
28,897
-1,298
-4% -$140K 0.66% 34
2025
Q1
$3.59M Sell
30,195
-1,365
-4% -$162K 0.82% 28
2024
Q4
$3.39M Sell
31,560
-4
-0% -$430 0.75% 28
2024
Q3
$3.7M Sell
31,564
-4
-0% -$469 0.82% 24
2024
Q2
$3.63M Buy
31,568
+159
+0.5% +$18.3K 0.86% 21
2024
Q1
$3.65M Buy
31,409
+264
+0.8% +$30.7K 0.9% 22
2023
Q4
$3.11M Sell
31,145
-123
-0.4% -$12.3K 0.85% 29
2023
Q3
$3.68M Buy
31,268
+109
+0.3% +$12.8K 1.1% 18
2023
Q2
$3.34M Sell
31,159
-332
-1% -$35.6K 0.5% 22
2023
Q1
$3.45M Buy
31,491
+858
+3% +$94.1K 1.04% 18
2022
Q4
$3.38M Buy
30,633
+157
+0.5% +$17.3K 1.06% 20
2022
Q3
$3.08M Buy
30,476
+2,239
+8% +$226K 1.06% 20
2022
Q2
$2.43M Buy
28,237
+181
+0.6% +$15.6K 0.78% 25
2022
Q1
$2.32M Buy
28,056
+888
+3% +$73.3K 0.65% 37
2021
Q4
$1.66M Sell
27,168
-753
-3% -$46.1K 0.44% 62
2021
Q3
$1.64M Buy
27,921
+266
+1% +$15.6K 0.48% 58
2021
Q2
$1.74M Buy
27,655
+1,195
+5% +$75.4K 0.51% 57
2021
Q1
$1.48M Sell
26,460
-195
-0.7% -$10.9K 0.47% 65
2020
Q4
$1.1M Sell
26,655
-9,488
-26% -$391K 0.3% 83
2020
Q3
$1.24M Sell
36,143
-1,842
-5% -$63.2K 0.48% 64
2020
Q2
$1.7M Sell
37,985
-280
-0.7% -$12.5K 0.73% 35
2020
Q1
$1.45M Sell
38,265
-3,428
-8% -$130K 0.75% 36
2019
Q4
$2.91M Sell
41,693
-1,787
-4% -$125K 1.08% 18
2019
Q3
$3.07M Sell
43,480
-1,089
-2% -$76.9K 1.25% 14
2019
Q2
$3.42M Buy
44,569
+1,545
+4% +$118K 1.4% 13
2019
Q1
$3.48M Buy
43,024
+1,324
+3% +$107K 1.5% 13
2018
Q4
$2.84M Buy
41,700
+492
+1% +$33.6K 1.35% 14
2018
Q3
$3.5M Buy
41,208
+4,241
+11% +$361K 1.34% 14
2018
Q2
$3.06M Buy
36,967
+4,519
+14% +$374K 1.23% 17
2018
Q1
$2.42M Sell
32,448
-648
-2% -$48.3K 0.99% 26
2017
Q4
$2.77M Sell
33,096
-1,296
-4% -$108K 1.1% 19
2017
Q3
$2.82M Sell
34,392
-1,409
-4% -$115K 1.14% 18
2017
Q2
$2.87M Sell
35,801
-3,907
-10% -$313K 1.16% 18
2017
Q1
$3.29M Buy
39,708
+1,289
+3% +$107K 1.43% 12
2016
Q4
$3.29M Sell
38,419
-4,648
-11% -$397K 1.47% 12
2016
Q3
$3.73M Sell
43,067
-737
-2% -$63.9K 1.75% 6
2016
Q2
$4.11M Buy
43,804
+70
+0.2% +$6.56K 1.92% 6
2016
Q1
$3.66M Buy
43,734
+646
+1% +$54K 1.73% 8
2015
Q4
$3.36M Sell
43,088
-5,228
-11% -$408K 1.61% 10
2015
Q3
$3.59M Sell
48,316
-1,871
-4% -$139K 1.85% 8
2015
Q2
$4.18M Buy
50,187
+11
+0% +$915 1.98% 7
2015
Q1
$4.26M Sell
50,176
-368
-0.7% -$31.3K 2.18% 7
2014
Q4
$4.67M Buy
+50,544
New +$4.67M 2.27% 6