PP
Patten & Patten’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
136,310
+1,992
| +1% | +$215K | 0.95% | 27 |
|
|
2025
Q1 | $16M | Sell |
134,318
-787
| -0.6% | -$93.6K | 1.07% | 25 |
|
|
2024
Q4 | $14.5M | Buy |
135,105
+779
| +0.6% | +$83.8K | 0.96% | 27 |
|
|
2024
Q3 | $15.7M | Buy |
134,326
+5,267
| +4% | +$617K | 1.05% | 26 |
|
|
2024
Q2 | $14.9M | Buy |
129,059
+23,511
| +22% | +$2.71M | 1.04% | 28 |
|
|
2024
Q1 | $12.3M | Buy |
105,548
+14,379
| +16% | +$1.67M | 0.87% | 35 |
|
|
2023
Q4 | $9.12M | Buy |
91,169
+8,447
| +10% | +$845K | 0.75% | 40 |
|
|
2023
Q3 | $9.73M | Buy |
82,722
+587
| +0.7% | +$69K | 0.85% | 33 |
|
|
2023
Q2 | $8.81M | Buy |
82,135
+4,901
| +6% | +$526K | 0.73% | 40 |
|
|
2023
Q1 | $8.47M | Sell |
77,234
-979
| -1% | -$107K | 0.74% | 41 |
|
|
2022
Q4 | $8.63M | Sell |
78,213
-258
| -0.3% | -$28.5K | 0.78% | 42 |
|
|
2022
Q3 | $6.85M | Sell |
78,471
-249
| -0.3% | -$21.7K | 0.65% | 48 |
|
|
2022
Q2 | $6.74M | Buy |
78,720
+1,321
| +2% | +$113K | 0.59% | 51 |
|
|
2022
Q1 | $6.39M | Buy |
77,399
+201
| +0.3% | +$16.6K | 0.47% | 60 |
|
|
2021
Q4 | $4.72M | Sell |
77,198
-972
| -1% | -$59.5K | 0.33% | 76 |
|
|
2021
Q3 | $4.6M | Sell |
78,170
-636
| -0.8% | -$37.4K | 0.35% | 74 |
|
|
2021
Q2 | $4.97M | Sell |
78,806
-1,476
| -2% | -$93.1K | 0.38% | 70 |
|
|
2021
Q1 | $4.48M | Sell |
80,282
-2,873
| -3% | -$160K | 0.37% | 72 |
|
|
2020
Q4 | $3.43M | Sell |
83,155
-580
| -0.7% | -$23.9K | 0.3% | 77 |
|
|
2020
Q3 | $2.88M | Sell |
83,735
-3,173
| -4% | -$109K | 0.29% | 74 |
|
|
2020
Q2 | $3.89M | Sell |
86,908
-844
| -1% | -$37.7K | 0.43% | 62 |
|
|
2020
Q1 | $3.33M | Sell |
87,752
-1,488
| -2% | -$56.5K | 0.44% | 58 |
|
|
2019
Q4 | $6.23M | Sell |
89,240
-1,121
| -1% | -$78.2K | 0.63% | 52 |
|
|
2019
Q3 | $6.38M | Sell |
90,361
-11,825
| -12% | -$835K | 0.7% | 49 |
|
|
2019
Q2 | $7.83M | Sell |
102,186
-7,712
| -7% | -$591K | 0.85% | 42 |
|
|
2019
Q1 | $8.88M | Sell |
109,898
-7,692
| -7% | -$622K | 0.97% | 36 |
|
|
2018
Q4 | $8.02M | Sell |
117,590
-1,189
| -1% | -$81.1K | 0.98% | 36 |
|
|
2018
Q3 | $10.1M | Sell |
118,779
-7,890
| -6% | -$671K | 1% | 34 |
|
|
2018
Q2 | $10.5M | Sell |
126,669
-6,890
| -5% | -$570K | 1.08% | 31 |
|
|
2018
Q1 | $9.97M | Buy |
133,559
+6,771
| +5% | +$505K | 1.02% | 31 |
|
|
2017
Q4 | $10.6M | Sell |
126,788
-5,637
| -4% | -$471K | 1.06% | 30 |
|
|
2017
Q3 | $10.9M | Sell |
132,425
-2,817
| -2% | -$231K | 1.14% | 26 |
|
|
2017
Q2 | $10.9M | Sell |
135,242
-222
| -0.2% | -$17.9K | 1.21% | 22 |
|
|
2017
Q1 | $11.1M | Sell |
135,464
-3,528
| -3% | -$289K | 1.28% | 20 |
|
|
2016
Q4 | $12.5M | Buy |
138,992
+825
| +0.6% | +$74.5K | 1.54% | 13 |
|
|
2016
Q3 | $12.1M | Buy |
138,167
+1,533
| +1% | +$134K | 1.55% | 11 |
|
|
2016
Q2 | $12.8M | Buy |
136,634
+1,025
| +0.8% | +$96.1K | 1.77% | 10 |
|
|
2016
Q1 | $11.3M | Sell |
135,609
-6,654
| -5% | -$556K | 1.62% | 11 |
|
|
2015
Q4 | $11.1M | Buy |
142,263
+294
| +0.2% | +$22.9K | 1.53% | 13 |
|
|
2015
Q3 | $10.6M | Buy |
141,969
+10,016
| +8% | +$745K | 1.61% | 14 |
|
|
2015
Q2 | $11M | Sell |
131,953
-444
| -0.3% | -$36.9K | 1.59% | 11 |
|
|
2015
Q1 | $11.3M | Sell |
132,397
-1,837
| -1% | -$156K | 1.62% | 10 |
|
|
2014
Q4 | $12.4M | Buy |
134,234
+677
| +0.5% | +$62.6K | 1.88% | 8 |
|
|
2014
Q3 | $12.6M | Buy |
133,557
+1,452
| +1% | +$137K | 2% | 6 |
|
|
2014
Q2 | $13.3M | Sell |
132,105
-43,852
| -25% | -$4.41M | 2.16% | 5 |
|
|
2014
Q1 | $17.2M | Sell |
175,957
-3,992
| -2% | -$390K | 2.33% | 3 |
|
|
2013
Q4 | $18.2M | Sell |
179,949
-44
| -0% | -$4.45K | 2.54% | 3 |
|
|
2013
Q3 | $15.5M | Sell |
179,993
-1,112
| -0.6% | -$95.7K | 2.4% | 4 |
|
|
2013
Q2 | $16.4M | Buy |
+181,105
| New | +$16.4M | 2.68% | 4 |
|