Rice Partnership’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 | $759K | Buy |
7,041
+1,776
| +34% | +$191K | 0.13% | 66 |
|
|
2025
Q1 | $626K | Sell |
5,265
-3,504
| -40% | -$417K | 0.13% | 63 |
|
|
2024
Q4 | $943K | Hold |
8,769
| – | – | 0.18% | 56 |
|
|
2024
Q3 | $1.03M | Buy |
8,769
+3
| +0% | +$352 | 0.21% | 54 |
|
|
2024
Q2 | $1.01M | Sell |
8,766
-1,409
| -14% | -$162K | 0.22% | 53 |
|
|
2024
Q1 | $1.18M | Buy |
10,175
+1,687
| +20% | +$196K | 0.28% | 52 |
|
|
2023
Q4 | $849K | Sell |
8,488
-1,282
| -13% | -$128K | 0.22% | 57 |
|
|
2023
Q3 | $1.15M | Sell |
9,770
-7,929
| -45% | -$932K | 0.33% | 54 |
|
|
2023
Q2 | $1.9M | Buy |
17,699
+189
| +1% | +$20.3K | 0.52% | 46 |
|
|
2023
Q1 | $1.92M | Hold |
17,510
| – | – | 0.58% | 46 |
|
|
2022
Q4 | $1.93M | Buy |
17,510
+3,515
| +25% | +$388K | 0.61% | 40 |
|
|
2022
Q3 | $1.22M | Buy |
13,995
+9,416
| +206% | +$822K | 0.39% | 51 |
|
|
2022
Q2 | $392K | Hold |
4,579
| – | – | 0.14% | 71 |
|
|
2022
Q1 | $378K | Sell |
4,579
-809
| -15% | -$66.8K | 0.11% | 77 |
|
|
2021
Q4 | $330K | Sell |
5,388
-217
| -4% | -$13.3K | 0.09% | 74 |
|
|
2021
Q3 | $330K | Buy |
+5,605
| New | +$330K | 0.1% | 73 |
|
|
2020
Q2 | – | Sell |
-11,689
| Closed | -$444K | – | 103 |
|
|
2020
Q1 | $444K | Sell |
11,689
-825
| -7% | -$31.3K | 0.3% | 48 |
|
|
2019
Q4 | $873K | Sell |
12,514
-236
| -2% | -$16.5K | 0.48% | 42 |
|
|
2019
Q3 | $900K | Sell |
12,750
-33,396
| -72% | -$2.36M | 0.56% | 41 |
|
|
2019
Q2 | $3.54M | Sell |
46,146
-215
| -0.5% | -$16.5K | 2.38% | 16 |
|
|
2019
Q1 | $3.75M | Buy |
46,361
+1,884
| +4% | +$152K | 2.71% | 16 |
|
|
2018
Q4 | $3.03M | Sell |
44,477
-2,940
| -6% | -$200K | 2.73% | 14 |
|
|
2018
Q3 | $4.03M | Sell |
47,417
-1,413
| -3% | -$120K | 2.54% | 13 |
|
|
2018
Q2 | $4.04M | Buy |
48,830
+2,310
| +5% | +$191K | 2.66% | 14 |
|
|
2018
Q1 | $3.47M | Sell |
46,520
-1,512
| -3% | -$113K | 2.31% | 14 |
|
|
2017
Q4 | $4.02M | Buy |
+48,032
| New | +$4.02M | 2.82% | 8 |
|