Private Capital Advisors’s Exxon Mobil XOM Stock Holding History

Private Capital Advisors’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3M	Hold	27,815	–	–	0.37%	28
2025 Q1	$3.31M	Sell	27,815 -520	-2%	-$61.8K	0.4%	29
2024 Q4	$3.05M	Hold	28,335	–	–	0.36%	29
2024 Q3	$3.32M	Hold	28,335	–	–	0.36%	33
2024 Q2	$3.26M	Hold	28,335	–	–	0.36%	34
2024 Q1	$3.29M	Hold	28,335	–	–	0.41%	34
2023 Q4	$2.83M	Sell	28,335 -130	-0.5%	-$13K	0.43%	33
2023 Q3	$3.01M	Hold	28,465	–	–	0.46%	32
2023 Q2	$3.05M	Hold	28,465	–	–	0.5%	29
2023 Q1	$3.12M	Buy	28,465 +1,995	+8%	+$219K	0.59%	29
2022 Q4	$2.92M	Hold	26,470	–	–	0.5%	29
2022 Q3	$2.31M	Hold	26,470	–	–	0.4%	36
2022 Q2	$2.27M	Buy	26,470 +130	+0.5%	+$11.1K	0.38%	38
2022 Q1	$2.18M	Buy	26,340 +8,905	+51%	+$735K	0.32%	46
2021 Q4	$1.07M	Hold	17,435	–	–	0.17%	46
2021 Q3	$1.03M	Buy	17,435 +663	+4%	+$39K	0.17%	50
2021 Q2	$1.06M	Sell	16,772 -35	-0.2%	-$2.21K	0.18%	49
2021 Q1	$938K	Hold	16,807	–	–	0.18%	56
2020 Q4	$693K	Hold	16,807	–	–	0.14%	57
2020 Q3	$577K	Sell	16,807 -177	-1%	-$6.08K	0.13%	61
2020 Q2	$760K	Hold	16,984	–	–	0.2%	48
2020 Q1	$645K	Hold	16,984	–	–	0.2%	48
2019 Q4	$1.19M	Hold	16,984	–	–	0.29%	45
2019 Q3	$1.2M	Sell	16,984 -624	-4%	-$44.1K	0.33%	46
2019 Q2	$1.35M	Sell	17,608 -16,122	-48%	-$1.24M	0.38%	46
2019 Q1	$2.73M	Hold	33,730	–	–	0.82%	34
2018 Q4	$2.3M	Hold	33,730	–	–	0.82%	33
2018 Q3	$2.87M	Sell	33,730 -51	-0.2%	-$4.34K	0.79%	40
2018 Q2	$2.8M	Hold	33,781	–	–	0.88%	38
2018 Q1	$2.52M	Sell	33,781 -200	-0.6%	-$14.9K	0.84%	37
2017 Q4	$2.84M	Sell	33,981 -7,638	-18%	-$639K	0.99%	33
2017 Q3	$3.41M	Sell	41,619 -2,000	-5%	-$164K	1.16%	33
2017 Q2	$3.52M	Buy	43,619 +375	+0.9%	+$30.3K	1.14%	30
2017 Q1	$3.55M	Sell	43,244 -3	-0%	-$246	1.16%	30
2016 Q4	$3.9M	Hold	43,247	–	–	1.34%	27
2016 Q3	$3.78M	Hold	43,247	–	–	1.35%	25
2016 Q2	$4.05M	Hold	43,247	–	–	1.53%	23
2016 Q1	$3.62M	Hold	43,247	–	–	1.61%	25
2015 Q4	$3.37M	Hold	43,247	–	–	1.46%	28
2015 Q3	$3.22M	Hold	43,247	–	–	1.35%	31
2015 Q2	$3.6M	Hold	43,247	–	–	1.17%	34
2015 Q1	$3.68M	Hold	43,247	–	–	1.34%	35
2014 Q4	$4M	Hold	43,247	–	–	1.51%	27
2014 Q3	$4.07M	Hold	43,247	–	–	1.32%	29
2014 Q2	$4.35M	Hold	43,247	–	–	1.41%	31
2014 Q1	$4.22M	Hold	43,247	–	–	1.61%	21
2013 Q4	$4.38M	Hold	43,247	–	–	1.5%	23
2013 Q3	$3.72M	Hold	43,247	–	–	1.35%	32
2013 Q2	$3.91M	Buy	+43,247	New	+$3.91M	1.45%	24