PPSG
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Princeton Portfolio Strategies Group’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$543K Sell
8,601
-19,232
-69% -$1.21M 0.11% 115
2021
Q1
$1.55M Sell
27,833
-1,500
-5% -$83.8K 0.3% 78
2020
Q4
$1.21M Sell
29,333
-6,999
-19% -$288K 0.24% 85
2020
Q3
$1.25M Sell
36,332
-4,890
-12% -$168K 0.27% 81
2020
Q2
$1.84M Sell
41,222
-2,350
-5% -$105K 0.44% 62
2020
Q1
$1.65M Sell
43,572
-1,745
-4% -$66.2K 0.48% 55
2019
Q4
$3.16M Buy
45,317
+300
+0.7% +$20.9K 0.74% 41
2019
Q3
$3.18M Sell
45,017
-450
-1% -$31.8K 0.8% 38
2019
Q2
$3.48M Sell
45,467
-5,163
-10% -$396K 0.88% 39
2019
Q1
$4.09M Sell
50,630
-2,675
-5% -$216K 1.09% 33
2018
Q4
$3.64M Sell
53,305
-5,625
-10% -$384K 1.13% 29
2018
Q3
$5.01M Buy
58,930
+1,225
+2% +$104K 1.3% 23
2018
Q2
$4.77M Sell
57,705
-2,480
-4% -$205K 1.38% 22
2018
Q1
$4.49M Sell
60,185
-4,231
-7% -$316K 1.28% 25
2017
Q4
$5.39M Sell
64,416
-759
-1% -$63.5K 1.47% 18
2017
Q3
$5.34M Buy
65,175
+250
+0.4% +$20.5K 1.45% 21
2017
Q2
$5.24M Sell
64,925
-983
-1% -$79.4K 1.5% 21
2017
Q1
$5.41M Buy
65,908
+1,485
+2% +$122K 1.6% 18
2016
Q4
$5.82M Sell
64,423
-100
-0.2% -$9.03K 1.83% 14
2016
Q3
$5.63M Buy
64,523
+1,599
+3% +$140K 1.77% 16
2016
Q2
$5.9M Sell
62,924
-1,100
-2% -$103K 1.9% 15
2016
Q1
$5.35M Buy
64,024
+294
+0.5% +$24.6K 1.82% 16
2015
Q4
$4.97M Buy
63,730
+8,602
+16% +$671K 1.76% 19
2015
Q3
$4.1M Buy
55,128
+3,588
+7% +$267K 1.66% 22
2015
Q2
$4.29M Buy
51,540
+3,130
+6% +$260K 1.51% 25
2015
Q1
$4.12M Sell
48,410
-13,652
-22% -$1.16M 1.59% 22
2014
Q4
$5.74M Sell
62,062
-1,772
-3% -$164K 2.28% 8
2014
Q3
$6M Sell
63,834
-232
-0.4% -$21.8K 2.52% 3
2014
Q2
$6.45M Buy
64,066
+16,981
+36% +$1.71M 2.77% 3
2014
Q1
$4.6M Sell
47,085
-2,041
-4% -$199K 3.04% 4
2013
Q4
$4.97M Sell
49,126
-369
-0.7% -$37.3K 3.34% 4
2013
Q3
$4.26M Buy
49,495
+1,232
+3% +$106K 3.13% 4
2013
Q2
$4.36M Buy
+48,263
New +$4.36M 3.57% 4