PMFA
Plante Moran Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
12,133
+1,022
| +9% | +$110K | 0.09% | 38 |
|
|
2025
Q1 | $1.32M | Sell |
11,111
-14,899
| -57% | -$1.77M | 0.11% | 30 |
|
|
2024
Q4 | $2.8M | Buy |
26,010
+1,400
| +6% | +$151K | 0.23% | 23 |
|
|
2024
Q3 | $2.88M | Buy |
24,610
+1,385
| +6% | +$162K | 0.25% | 22 |
|
|
2024
Q2 | $2.67M | Buy |
23,225
+765
| +3% | +$88.1K | 0.27% | 22 |
|
|
2024
Q1 | $2.61M | Sell |
22,460
-1,907
| -8% | -$222K | 0.28% | 22 |
|
|
2023
Q4 | $2.44M | Sell |
24,367
-657
| -3% | -$65.7K | 0.25% | 25 |
|
|
2023
Q3 | $2.94M | Buy |
25,024
+1,058
| +4% | +$124K | 0.35% | 21 |
|
|
2023
Q2 | $2.57M | Sell |
23,966
-216
| -0.9% | -$23.2K | 0.3% | 22 |
|
|
2023
Q1 | $2.65M | Sell |
24,182
-910
| -4% | -$99.8K | 0.36% | 22 |
|
|
2022
Q4 | $2.77M | Sell |
25,092
-72
| -0.3% | -$7.94K | 0.4% | 21 |
|
|
2022
Q3 | $2.2M | Buy |
25,164
+716
| +3% | +$62.5K | 0.38% | 22 |
|
|
2022
Q2 | $2.09M | Sell |
24,448
-8,905
| -27% | -$763K | 0.35% | 23 |
|
|
2022
Q1 | $2.76M | Sell |
33,353
-6,843
| -17% | -$565K | 0.51% | 19 |
|
|
2021
Q4 | $2.46M | Sell |
40,196
-338
| -0.8% | -$20.7K | 0.4% | 23 |
|
|
2021
Q3 | $2.38M | Sell |
40,534
-125
| -0.3% | -$7.35K | 0.53% | 19 |
|
|
2021
Q2 | $2.57M | Sell |
40,659
-5,070
| -11% | -$320K | 0.62% | 18 |
|
|
2021
Q1 | $2.55M | Buy |
45,729
+2,852
| +7% | +$159K | 0.7% | 17 |
|
|
2020
Q4 | $1.77M | Sell |
42,877
-5,827
| -12% | -$240K | 0.55% | 22 |
|
|
2020
Q3 | $1.67M | Buy |
48,704
+706
| +1% | +$24.2K | 0.59% | 24 |
|
|
2020
Q2 | $2.15M | Sell |
47,998
-1,955
| -4% | -$87.4K | 0.86% | 17 |
|
|
2020
Q1 | $1.9M | Buy |
49,953
+3,817
| +8% | +$145K | 0.87% | 16 |
|
|
2019
Q4 | $3.22M | Buy |
46,136
+3,287
| +8% | +$229K | 1.12% | 12 |
|
|
2019
Q3 | $3.03M | Buy |
42,849
+1,475
| +4% | +$104K | 0.88% | 18 |
|
|
2019
Q2 | $3.17M | Buy |
41,374
+853
| +2% | +$65.4K | 0.97% | 13 |
|
|
2019
Q1 | $3.27M | Buy |
40,521
+661
| +2% | +$53.4K | 1.01% | 14 |
|
|
2018
Q4 | $2.72M | Buy |
39,860
+31,651
| +386% | +$2.16M | 0.94% | 15 |
|
|
2018
Q3 | $698K | Sell |
8,209
-360
| -4% | -$30.6K | 0.23% | 59 |
|
|
2018
Q2 | $709K | Sell |
8,569
-725
| -8% | -$60K | 0.36% | 56 |
|
|
2018
Q1 | $693K | Buy |
9,294
+362
| +4% | +$27K | 0.38% | 56 |
|
|
2017
Q4 | $747K | Buy |
8,932
+227
| +3% | +$19K | 0.41% | 53 |
|
|
2017
Q3 | $714K | Sell |
8,705
-21
| -0.2% | -$1.72K | 0.42% | 53 |
|
|
2017
Q2 | $704K | Sell |
8,726
-4,056
| -32% | -$327K | 0.44% | 52 |
|
|
2017
Q1 | $1.05M | Buy |
12,782
+460
| +4% | +$37.7K | 0.63% | 29 |
|
|
2016
Q4 | $1.11M | Sell |
12,322
-1,290
| -9% | -$116K | 0.69% | 29 |
|
|
2016
Q3 | $1.19M | Sell |
13,612
-890
| -6% | -$77.7K | 0.8% | 26 |
|
|
2016
Q2 | $1.36M | Buy |
14,502
+396
| +3% | +$37.1K | 0.98% | 19 |
|
|
2016
Q1 | $1.18M | Buy |
14,106
+516
| +4% | +$43.1K | 0.91% | 24 |
|
|
2015
Q4 | $1.06M | Sell |
13,590
-566
| -4% | -$44.1K | 0.79% | 29 |
|
|
2015
Q3 | $1.05M | Sell |
14,156
-1,544
| -10% | -$115K | 0.83% | 28 |
|
|
2015
Q2 | $1.31M | Buy |
15,700
+2,776
| +21% | +$231K | 0.93% | 20 |
|
|
2015
Q1 | $1.1M | Buy |
12,924
+1,169
| +10% | +$99.4K | 0.77% | 28 |
|
|
2014
Q4 | $1.09M | Sell |
11,755
-915
| -7% | -$84.6K | 0.8% | 24 |
|
|
2014
Q3 | $1.19M | Buy |
12,670
+730
| +6% | +$68.7K | 1.04% | 23 |
|
|
2014
Q2 | $1.2M | Buy |
11,940
+5,131
| +75% | +$517K | 1.08% | 21 |
|
|
2014
Q1 | $665K | Sell |
6,809
-6,999
| -51% | -$684K | 0.72% | 33 |
|
|
2013
Q4 | $1.4M | Buy |
13,808
+8,982
| +186% | +$909K | 0.79% | 22 |
|
|
2013
Q3 | $415K | Buy |
4,826
+818
| +20% | +$70.3K | 0.25% | 49 |
|
|
2013
Q2 | $362K | Buy |
+4,008
| New | +$362K | 0.27% | 46 |
|