Plancorp LLC’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 | $5.86M | Sell |
54,335
-344
| -0.6% | -$37.1K | 0.2% | 49 |
|
|
2025
Q1 | $6.5M | Buy |
54,679
+895
| +2% | +$106K | 0.26% | 45 |
|
|
2024
Q4 | $5.79M | Buy |
53,784
+1,238
| +2% | +$133K | 0.24% | 40 |
|
|
2024
Q3 | $6.16M | Sell |
52,546
-181
| -0.3% | -$21.2K | 0.25% | 38 |
|
|
2024
Q2 | $6.07M | Buy |
52,727
+2,534
| +5% | +$292K | 0.26% | 37 |
|
|
2024
Q1 | $5.83M | Buy |
50,193
+1,200
| +2% | +$139K | 0.25% | 36 |
|
|
2023
Q4 | $4.9M | Buy |
48,993
+414
| +0.9% | +$41.4K | 0.23% | 39 |
|
|
2023
Q3 | $5.71M | Buy |
48,579
+167
| +0.3% | +$19.6K | 0.31% | 32 |
|
|
2023
Q2 | $5.19M | Buy |
48,412
+709
| +1% | +$76K | 0.28% | 34 |
|
|
2023
Q1 | $5.23M | Buy |
47,703
+228
| +0.5% | +$25K | 0.29% | 32 |
|
|
2022
Q4 | $5.24M | Buy |
47,475
+228
| +0.5% | +$25.1K | 0.31% | 34 |
|
|
2022
Q3 | $4.13M | Sell |
47,247
-1,303
| -3% | -$114K | 0.28% | 34 |
|
|
2022
Q2 | $4.16M | Buy |
48,550
+47
| +0.1% | +$4.03K | 0.26% | 32 |
|
|
2022
Q1 | $4.01M | Buy |
48,503
+594
| +1% | +$49.1K | 0.26% | 36 |
|
|
2021
Q4 | $2.93M | Buy |
47,909
+198
| +0.4% | +$12.1K | 0.19% | 46 |
|
|
2021
Q3 | $2.81M | Buy |
47,711
+572
| +1% | +$33.6K | 0.19% | 42 |
|
|
2021
Q2 | $2.97M | Sell |
47,139
-809
| -2% | -$51K | 0.23% | 39 |
|
|
2021
Q1 | $2.68M | Sell |
47,948
-630
| -1% | -$35.2K | 0.59% | 37 |
|
|
2020
Q4 | $2M | Buy |
48,578
+10,513
| +28% | +$433K | 0.49% | 45 |
|
|
2020
Q3 | $1.31M | Sell |
38,065
-8,996
| -19% | -$309K | 0.4% | 50 |
|
|
2020
Q2 | $2.11M | Buy |
47,061
+469
| +1% | +$21K | 0.63% | 32 |
|
|
2020
Q1 | $1.77M | Sell |
46,592
-3,852
| -8% | -$146K | 0.68% | 33 |
|
|
2019
Q4 | $3.52M | Buy |
50,444
+3,065
| +6% | +$214K | 1.08% | 24 |
|
|
2019
Q3 | $3.35M | Buy |
47,379
+42
| +0.1% | +$2.97K | 1.28% | 17 |
|
|
2019
Q2 | $3.63M | Sell |
47,337
-8,217
| -15% | -$630K | 1.44% | 15 |
|
|
2019
Q1 | $4.49M | Buy |
55,554
+1,897
| +4% | +$153K | 1.7% | 11 |
|
|
2018
Q4 | $3.66M | Sell |
53,657
-959
| -2% | -$65.4K | 1.66% | 11 |
|
|
2018
Q3 | $4.64M | Buy |
54,616
+1,661
| +3% | +$141K | 1.83% | 10 |
|
|
2018
Q2 | $4.38M | Buy |
52,955
+306
| +0.6% | +$25.3K | 1.75% | 11 |
|
|
2018
Q1 | $3.93M | Sell |
52,649
-1,449
| -3% | -$108K | 1.26% | 13 |
|
|
2017
Q4 | $4.52M | Buy |
54,098
+733
| +1% | +$61.3K | 1.48% | 14 |
|
|
2017
Q3 | $4.37M | Buy |
53,365
+515
| +1% | +$42.2K | 1.29% | 13 |
|
|
2017
Q2 | $4.27M | Sell |
52,850
-696
| -1% | -$56.2K | 1.27% | 15 |
|
|
2017
Q1 | $4.39M | Sell |
53,546
-40
| -0.1% | -$3.28K | 1.28% | 15 |
|
|
2016
Q4 | $4.84M | Sell |
53,586
-1,258
| -2% | -$114K | 1.38% | 13 |
|
|
2016
Q3 | $4.79M | Buy |
54,844
+17,570
| +47% | +$1.53M | 3.04% | 10 |
|
|
2016
Q2 | $3.49M | Buy |
37,274
+31,535
| +549% | +$2.96M | 3.1% | 9 |
|
|
2016
Q1 | $480K | Sell |
5,739
-17,140
| -75% | -$1.43M | 0.58% | 22 |
|
|
2015
Q4 | $1.78M | Buy |
22,879
+8,827
| +63% | +$688K | 2.13% | 10 |
|
|
2015
Q3 | $1.05M | Buy |
14,052
+4,698
| +50% | +$350K | 0.95% | 25 |
|
|
2015
Q2 | $779K | Sell |
9,354
-21,324
| -70% | -$1.78M | 0.72% | 23 |
|
|
2015
Q1 | $2.61M | Buy |
30,678
+21,383
| +230% | +$1.82M | 2.6% | 6 |
|
|
2014
Q4 | $859K | Sell |
9,295
-18,466
| -67% | -$1.71M | 0.9% | 21 |
|
|
2014
Q3 | $2.61M | Buy |
27,761
+12,432
| +81% | +$1.17M | 2.75% | 6 |
|
|
2014
Q2 | $1.54M | Sell |
15,329
-13,616
| -47% | -$1.37M | 1.39% | 15 |
|
|
2014
Q1 | $2.83M | Buy |
28,945
+2,368
| +9% | +$231K | 1.92% | 9 |
|
|
2013
Q4 | $2.69M | Buy |
+26,577
| New | +$2.69M | 2.36% | 7 |
|