ProVise Management Group’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 | $17.2M | Buy |
159,901
+11,028
| +7% | +$1.19M | 1.36% | 20 |
|
|
2025
Q1 | $17.7M | Buy |
148,873
+4,530
| +3% | +$539K | 1.5% | 17 |
|
|
2024
Q4 | $15.5M | Sell |
144,343
-4,726
| -3% | -$508K | 1.33% | 22 |
|
|
2024
Q3 | $17.5M | Buy |
149,069
+2,900
| +2% | +$340K | 1.38% | 20 |
|
|
2024
Q2 | $16.8M | Buy |
146,169
+9,990
| +7% | +$1.15M | 1.43% | 20 |
|
|
2024
Q1 | $15.8M | Buy |
136,179
+11,555
| +9% | +$1.34M | 1.37% | 20 |
|
|
2023
Q4 | $12.5M | Buy |
124,624
+3,218
| +3% | +$322K | 1.06% | 26 |
|
|
2023
Q3 | $14.3M | Sell |
121,406
-5,883
| -5% | -$692K | 1.33% | 20 |
|
|
2023
Q2 | $13.7M | Buy |
127,289
+3,819
| +3% | +$410K | 1.24% | 23 |
|
|
2023
Q1 | $13.5M | Buy |
123,470
+4,610
| +4% | +$506K | 1.29% | 22 |
|
|
2022
Q4 | $13.1M | Buy |
118,860
+6,815
| +6% | +$752K | 1.33% | 21 |
|
|
2022
Q3 | $9.78M | Buy |
112,045
+2,135
| +2% | +$186K | 1.09% | 25 |
|
|
2022
Q2 | $9.41M | Sell |
109,910
-1,327
| -1% | -$114K | 1% | 27 |
|
|
2022
Q1 | $9.19M | Buy |
111,237
+41,165
| +59% | +$3.4M | 0.87% | 33 |
|
|
2021
Q4 | $4.29M | Buy |
70,072
+17,756
| +34% | +$1.09M | 0.39% | 74 |
|
|
2021
Q3 | $3.08M | Buy |
52,316
+18,106
| +53% | +$1.06M | 0.3% | 93 |
|
|
2021
Q2 | $2.16M | Buy |
34,210
+14,772
| +76% | +$932K | 0.22% | 114 |
|
|
2021
Q1 | $1.09M | Buy |
19,438
+2,718
| +16% | +$152K | 0.12% | 154 |
|
|
2020
Q4 | $689K | Sell |
16,720
-20,152
| -55% | -$830K | 0.08% | 189 |
|
|
2020
Q3 | $1.27M | Sell |
36,872
-15,183
| -29% | -$521K | 0.17% | 127 |
|
|
2020
Q2 | $2.33M | Buy |
52,055
+9,681
| +23% | +$433K | 0.33% | 84 |
|
|
2020
Q1 | $1.61M | Buy |
42,374
+1,321
| +3% | +$50.2K | 0.27% | 102 |
|
|
2019
Q4 | $2.87M | Sell |
41,053
-12,613
| -24% | -$880K | 0.35% | 84 |
|
|
2019
Q3 | $3.79M | Buy |
53,666
+4,903
| +10% | +$346K | 0.5% | 61 |
|
|
2019
Q2 | $3.74M | Buy |
48,763
+10,748
| +28% | +$824K | 0.5% | 58 |
|
|
2019
Q1 | $3.07M | Buy |
38,015
+15,953
| +72% | +$1.29M | 0.43% | 66 |
|
|
2018
Q4 | $1.5M | Sell |
22,062
-1,358
| -6% | -$92.6K | 0.24% | 112 |
|
|
2018
Q3 | $1.99M | Buy |
23,420
+3,337
| +17% | +$284K | 0.26% | 108 |
|
|
2018
Q2 | $1.66K | Buy |
20,083
+3,658
| +22% | +$303 | 0.13% | 132 |
|
|
2018
Q1 | $1.23M | Sell |
16,425
-1,179
| -7% | -$87.9K | 0.18% | 126 |
|
|
2017
Q4 | $1.47M | Sell |
17,604
-1,109
| -6% | -$92.7K | 0.21% | 116 |
|
|
2017
Q3 | $1.53M | Buy |
18,713
+6
| +0% | +$492 | 0.22% | 113 |
|
|
2017
Q2 | $1.51M | Sell |
18,707
-68
| -0.4% | -$5.49K | 0.23% | 111 |
|
|
2017
Q1 | $1.54M | Sell |
18,775
-195
| -1% | -$16K | 0.25% | 113 |
|
|
2016
Q4 | $1.71M | Sell |
18,970
-95
| -0.5% | -$8.57K | 0.29% | 100 |
|
|
2016
Q3 | $1.66M | Sell |
19,065
-3,646
| -16% | -$318K | 0.29% | 100 |
|
|
2016
Q2 | $2.13M | Sell |
22,711
-1,277
| -5% | -$120K | 0.39% | 80 |
|
|
2016
Q1 | $2.01M | Buy |
23,988
+4,434
| +23% | +$371K | 0.41% | 72 |
|
|
2015
Q4 | $1.52M | Sell |
19,554
-1,666
| -8% | -$130K | 0.32% | 95 |
|
|
2015
Q3 | $1.58M | Sell |
21,220
-1,243
| -6% | -$92.4K | 0.37% | 87 |
|
|
2015
Q2 | $1.87M | Sell |
22,463
-294
| -1% | -$24.4K | 0.4% | 78 |
|
|
2015
Q1 | $1.94M | Sell |
22,757
-1,210
| -5% | -$103K | 0.41% | 73 |
|
|
2014
Q4 | $2.22M | Sell |
23,967
-143
| -0.6% | -$13.2K | 0.48% | 63 |
|
|
2014
Q3 | $2.27M | Sell |
24,110
-103
| -0.4% | -$9.69K | 0.49% | 55 |
|
|
2014
Q2 | $2.44M | Sell |
24,213
-19,724
| -45% | -$1.99M | 0.53% | 50 |
|
|
2014
Q1 | $4.29M | Buy |
43,937
+401
| +0.9% | +$39.2K | 1.04% | 20 |
|
|
2013
Q4 | $4.41M | Buy |
43,536
+2,762
| +7% | +$280K | 1.14% | 12 |
|
|
2013
Q3 | $3.51M | Buy |
40,774
+1,241
| +3% | +$107K | 0.99% | 14 |
|
|
2013
Q2 | $3.57M | Buy |
+39,533
| New | +$3.57M | 1.05% | 13 |
|