Pinkerton Retirement Specialists’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
$4.95M Buy
45,882
+1,278
+3% +$138K 0.59% 38
2025
Q1
$5.3M Sell
44,604
-18
-0% -$2.14K 0.69% 23
2024
Q4
$4.8M Buy
44,622
+1,432
+3% +$154K 0.7% 35
2024
Q3
$5.06M Buy
43,190
+1,254
+3% +$147K 0.74% 34
2024
Q2
$4.83M Buy
41,936
+2,855
+7% +$329K 0.74% 28
2024
Q1
$4.54M Buy
39,081
+9,883
+34% +$1.15M 0.73% 26
2023
Q4
$2.92M Sell
29,198
-4,320
-13% -$432K 0.56% 36
2023
Q3
$3.94M Sell
33,518
-7,382
-18% -$868K 0.86% 20
2023
Q2
$4.39M Buy
40,900
+453
+1% +$48.6K 0.87% 23
2023
Q1
$4.44M Buy
40,447
+6,371
+19% +$699K 0.83% 24
2022
Q4
$3.76M Buy
34,076
+271
+0.8% +$29.9K 0.81% 19
2022
Q3
$2.95M Sell
33,805
-5,114
-13% -$446K 1.14% 17
2022
Q2
$3.33M Sell
38,919
-7,108
-15% -$609K 1.01% 18
2022
Q1
$3.8M Buy
46,027
+1,648
+4% +$136K 0.85% 24
2021
Q4
$2.72M Buy
44,379
+516
+1% +$31.6K 0.48% 49
2021
Q3
$2.58M Buy
43,863
+990
+2% +$58.2K 0.5% 53
2021
Q2
$2.7M Buy
42,873
+273
+0.6% +$17.2K 0.52% 46
2021
Q1
$2.38M Buy
42,600
+513
+1% +$28.6K 0.5% 48
2020
Q4
$1.74M Sell
42,087
-1,422
-3% -$58.6K 0.42% 72
2020
Q3
$1.49M Sell
43,509
-1,501
-3% -$51.5K 0.41% 72
2020
Q2
$2.01M Buy
45,010
+13,894
+45% +$621K 0.64% 35
2020
Q1
$1.18M Buy
+31,116
New +$1.18M 0.82% 28
2018
Q4
Sell
-288
Closed -$24K 153
2018
Q3
$24K Sell
288
-182
-39% -$15.2K 0.01% 105
2018
Q2
$39K Buy
470
+200
+74% +$16.6K 0.02% 103
2018
Q1
$20K Sell
270
-45
-14% -$3.33K 0.01% 111
2017
Q4
$27K Buy
315
+45
+17% +$3.86K 0.01% 117
2017
Q3
$22K Hold
270
0.01% 95
2017
Q2
$22K Buy
270
+200
+286% +$16.3K 0.01% 96
2017
Q1
$6K Sell
70
-2,692
-97% -$231K ﹤0.01% 96
2016
Q4
$249K Sell
2,762
-1,942
-41% -$175K 0.12% 78
2016
Q3
$527K Buy
4,704
+1,796
+62% +$201K 0.22% 68
2016
Q2
$273K Buy
2,908
+2,804
+2,696% +$263K 0.14% 72
2016
Q1
$6K Buy
+104
New +$6K ﹤0.01% 121
2015
Q4
Sell
-70
Closed -$5K 183
2015
Q3
$5K Sell
70
-95
-58% -$6.79K 0.01% 118
2015
Q2
$14K Sell
165
-11,860
-99% -$1.01M 0.01% 91
2015
Q1
$1.04M Buy
12,025
+11,092
+1,189% +$962K 0.69% 36
2014
Q4
$19K Buy
+933
New +$19K 0.01% 91