Pettee Investors’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 | $2.23M | Hold |
20,723
| – | – | 1.34% | 22 |
|
|
2025
Q1 | $2.46M | Sell |
20,723
-2,656
| -11% | -$316K | 1.47% | 21 |
|
|
2024
Q4 | $2.51M | Hold |
23,379
| – | – | 1.28% | 24 |
|
|
2024
Q3 | $2.74M | Hold |
23,379
| – | – | 1.33% | 23 |
|
|
2024
Q2 | $2.69M | Sell |
23,379
-25,766
| -52% | -$2.97M | 1.3% | 27 |
|
|
2024
Q1 | $5.71M | Sell |
49,145
-4,691
| -9% | -$545K | 2.42% | 7 |
|
|
2023
Q4 | $5.38M | Sell |
53,836
-424
| -0.8% | -$42.4K | 2.38% | 6 |
|
|
2023
Q3 | $6.38M | Hold |
54,260
| – | – | 3.03% | 5 |
|
|
2023
Q2 | $5.82M | Sell |
54,260
-50
| -0.1% | -$5.36K | 2.63% | 6 |
|
|
2023
Q1 | $5.96M | Hold |
54,310
| – | – | 2.85% | 5 |
|
|
2022
Q4 | $5.99M | Buy |
54,310
+424
| +0.8% | +$46.8K | 2.94% | 4 |
|
|
2022
Q3 | $4.7M | Sell |
53,886
-1,275
| -2% | -$111K | 2.53% | 8 |
|
|
2022
Q2 | $4.72M | Sell |
55,161
-112
| -0.2% | -$9.59K | 2.35% | 11 |
|
|
2022
Q1 | $4.57M | Hold |
55,273
| – | – | 2.01% | 11 |
|
|
2021
Q4 | $3.38M | Hold |
55,273
| – | – | 1.42% | 18 |
|
|
2021
Q3 | $3.25M | Sell |
55,273
-50
| -0.1% | -$2.94K | 1.51% | 18 |
|
|
2021
Q2 | $3.49M | Sell |
55,323
-497
| -0.9% | -$31.3K | 1.64% | 15 |
|
|
2021
Q1 | $3.12M | Sell |
55,820
-125
| -0.2% | -$6.98K | 1.51% | 18 |
|
|
2020
Q4 | $2.31M | Sell |
55,945
-3,944
| -7% | -$163K | 1.22% | 21 |
|
|
2020
Q3 | $2.06M | Sell |
59,889
-5,284
| -8% | -$181K | 1.19% | 22 |
|
|
2020
Q2 | $2.92M | Sell |
65,173
-50
| -0.1% | -$2.24K | 1.8% | 16 |
|
|
2020
Q1 | $2.48M | Sell |
65,223
-83
| -0.1% | -$3.15K | 1.78% | 17 |
|
|
2019
Q4 | $4.56M | Sell |
65,306
-400
| -0.6% | -$27.9K | 2.6% | 7 |
|
|
2019
Q3 | $4.64M | Sell |
65,706
-304
| -0.5% | -$21.5K | 2.91% | 5 |
|
|
2019
Q2 | $5.06M | Sell |
66,010
-1,112
| -2% | -$85.2K | 3.21% | 4 |
|
|
2019
Q1 | $5.42M | Buy |
67,122
+701
| +1% | +$56.6K | 3.42% | 4 |
|
|
2018
Q4 | $4.53M | Sell |
66,421
-2,756
| -4% | -$188K | 3.21% | 4 |
|
|
2018
Q3 | $5.88M | Hold |
69,177
| – | – | 3.47% | 4 |
|
|
2018
Q2 | $5.72M | Sell |
69,177
-300
| -0.4% | -$24.8K | 3.61% | 3 |
|
|
2018
Q1 | $5.18M | Buy |
69,477
+200
| +0.3% | +$14.9K | 3.21% | 4 |
|
|
2017
Q4 | $5.8M | Sell |
69,277
-275
| -0.4% | -$23K | 3.52% | 3 |
|
|
2017
Q3 | $5.7M | Sell |
69,552
-800
| -1% | -$65.6K | 3.68% | 3 |
|
|
2017
Q2 | $5.68M | Sell |
70,352
-100
| -0.1% | -$8.07K | 5.04% | 3 |
|
|
2017
Q1 | $5.78M | Hold |
70,452
| – | – | 5.22% | 3 |
|
|
2016
Q4 | $6.36M | Hold |
70,452
| – | – | 6.05% | 3 |
|
|
2016
Q3 | $6.15M | Buy |
70,452
+400
| +0.6% | +$34.9K | 5.95% | 3 |
|
|
2016
Q2 | $6.57M | Hold |
70,052
| – | – | 6.35% | 2 |
|
|
2016
Q1 | $5.86M | Sell |
70,052
-12,516
| -15% | -$1.05M | 6.05% | 2 |
|
|
2015
Q4 | $6.44M | Sell |
82,568
-12,000
| -13% | -$936K | 6.19% | 3 |
|
|
2015
Q3 | $7.03M | Buy |
94,568
+1,300
| +1% | +$96.7K | 7.36% | 2 |
|
|
2015
Q2 | $7.76M | Sell |
93,268
-100
| -0.1% | -$8.32K | 7.55% | 2 |
|
|
2015
Q1 | $7.94M | Hold |
93,368
| – | – | 7.7% | 2 |
|
|
2014
Q4 | $8.63M | Hold |
93,368
| – | – | 8.28% | 2 |
|
|
2014
Q3 | $8.78M | Sell |
93,368
-4,508
| -5% | -$424K | 8.63% | 2 |
|
|
2014
Q2 | $9.86M | Hold |
97,876
| – | – | 8.96% | 2 |
|
|
2014
Q1 | $9.56M | Hold |
97,876
| – | – | 8.99% | 2 |
|
|
2013
Q4 | $9.91M | Buy |
+97,876
| New | +$9.91M | 9.31% | 2 |
|