SIC
Sigma Investment Counselors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Buy |
51,264
+1,775
| +4% | +$191K | 0.3% | 54 |
|
|
2025
Q1 | $5.89M | Sell |
49,489
-2,011
| -4% | -$239K | 0.36% | 51 |
|
|
2024
Q4 | $5.54M | Sell |
51,500
-1,472
| -3% | -$158K | 0.33% | 54 |
|
|
2024
Q3 | $6.21M | Buy |
52,972
+528
| +1% | +$61.9K | 0.36% | 51 |
|
|
2024
Q2 | $6.04M | Buy |
52,444
+23,969
| +84% | +$2.76M | 0.38% | 51 |
|
|
2024
Q1 | $3.31M | Sell |
28,475
-140
| -0.5% | -$16.3K | 0.21% | 73 |
|
|
2023
Q4 | $2.86M | Buy |
28,615
+617
| +2% | +$61.7K | 0.2% | 73 |
|
|
2023
Q3 | $3.29M | Buy |
27,998
+327
| +1% | +$38.4K | 0.25% | 65 |
|
|
2023
Q2 | $2.97M | Buy |
27,671
+2,102
| +8% | +$225K | 0.22% | 68 |
|
|
2023
Q1 | $2.8M | Sell |
25,569
-19
| -0.1% | -$2.08K | 0.22% | 70 |
|
|
2022
Q4 | $2.82M | Buy |
25,588
+214
| +0.8% | +$23.6K | 0.23% | 65 |
|
|
2022
Q3 | $2.22M | Buy |
25,374
+774
| +3% | +$67.6K | 0.19% | 72 |
|
|
2022
Q2 | $2.11M | Sell |
24,600
-218
| -0.9% | -$18.7K | 0.17% | 76 |
|
|
2022
Q1 | $2.05M | Sell |
24,818
-237
| -0.9% | -$19.6K | 0.15% | 79 |
|
|
2021
Q4 | $1.53M | Sell |
25,055
-589
| -2% | -$36K | 0.11% | 86 |
|
|
2021
Q3 | $1.51M | Buy |
25,644
+1,399
| +6% | +$82.3K | 0.11% | 86 |
|
|
2021
Q2 | $1.53M | Buy |
24,245
+246
| +1% | +$15.5K | 0.11% | 86 |
|
|
2021
Q1 | $1.34M | Sell |
23,999
-259
| -1% | -$14.5K | 0.11% | 87 |
|
|
2020
Q4 | $1M | Buy |
24,258
+6,594
| +37% | +$272K | 0.09% | 94 |
|
|
2020
Q3 | $606K | Sell |
17,664
-16,338
| -48% | -$561K | 0.12% | 87 |
|
|
2020
Q2 | $1.52M | Buy |
34,002
+1,462
| +4% | +$65.4K | 0.16% | 79 |
|
|
2020
Q1 | $1.24M | Buy |
32,540
+4,761
| +17% | +$181K | 0.16% | 78 |
|
|
2019
Q4 | $1.94M | Sell |
27,779
-7,551
| -21% | -$527K | 0.2% | 71 |
|
|
2019
Q3 | $2.5M | Sell |
35,330
-493
| -1% | -$34.8K | 0.28% | 59 |
|
|
2019
Q2 | $2.75M | Buy |
35,823
+142
| +0.4% | +$10.9K | 0.32% | 54 |
|
|
2019
Q1 | $2.88M | Sell |
35,681
-232
| -0.6% | -$18.7K | 0.35% | 52 |
|
|
2018
Q4 | $2.45M | Sell |
35,913
-124
| -0.3% | -$8.46K | 0.34% | 56 |
|
|
2018
Q3 | $3.06M | Sell |
36,037
-624
| -2% | -$53.1K | 0.38% | 42 |
|
|
2018
Q2 | $3.03M | Sell |
36,661
-1,039
| -3% | -$86K | 0.4% | 38 |
|
|
2018
Q1 | $2.81M | Sell |
37,700
-771
| -2% | -$57.5K | 0.38% | 40 |
|
|
2017
Q4 | $3.22M | Sell |
38,471
-288
| -0.7% | -$24.1K | 0.44% | 37 |
|
|
2017
Q3 | $3.18M | Sell |
38,759
-420
| -1% | -$34.4K | 0.45% | 39 |
|
|
2017
Q2 | $3.16M | Sell |
39,179
-465
| -1% | -$37.5K | 0.49% | 38 |
|
|
2017
Q1 | $3.25M | Sell |
39,644
-3,113
| -7% | -$255K | 0.52% | 36 |
|
|
2016
Q4 | $3.86M | Sell |
42,757
-1,322
| -3% | -$119K | 0.62% | 27 |
|
|
2016
Q3 | $3.85M | Buy |
44,079
+1,979
| +5% | +$173K | 0.64% | 30 |
|
|
2016
Q2 | $3.95M | Sell |
42,100
-180
| -0.4% | -$16.9K | 0.67% | 29 |
|
|
2016
Q1 | $3.53M | Buy |
42,280
+1,244
| +3% | +$104K | 0.63% | 34 |
|
|
2015
Q4 | $3.2M | Buy |
41,036
+275
| +0.7% | +$21.4K | 0.59% | 36 |
|
|
2015
Q3 | $3.03M | Buy |
40,761
+2,713
| +7% | +$202K | 0.59% | 37 |
|
|
2015
Q2 | $3.17M | Buy |
38,048
+343
| +0.9% | +$28.5K | 0.59% | 36 |
|
|
2015
Q1 | $3.21M | Buy |
37,705
+1,570
| +4% | +$133K | 0.6% | 40 |
|
|
2014
Q4 | $3.34M | Buy |
36,135
+650
| +2% | +$60.1K | 0.63% | 41 |
|
|
2014
Q3 | $3.34M | Buy |
35,485
+234
| +0.7% | +$22K | 0.64% | 37 |
|
|
2014
Q2 | $3.55M | Sell |
35,251
-1,598
| -4% | -$161K | 0.69% | 32 |
|
|
2014
Q1 | $3.6M | Sell |
36,849
-1,291
| -3% | -$126K | 0.73% | 30 |
|
|
2013
Q4 | $3.86M | Sell |
38,140
-1,338
| -3% | -$135K | 0.83% | 26 |
|
|
2013
Q3 | $3.4M | Buy |
39,478
+304
| +0.8% | +$26.2K | 0.78% | 29 |
|
|
2013
Q2 | $3.54M | Buy |
+39,174
| New | +$3.54M | 0.92% | 19 |
|