Simon Quick Advisors’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 | $10.2M | Buy |
94,636
+63,790
| +207% | +$6.88M | 0.41% | 41 |
|
|
2025
Q1 | $3.67M | Buy |
30,846
+8,456
| +38% | +$1.01M | 0.21% | 57 |
|
|
2024
Q4 | $2.41M | Buy |
22,390
+1,989
| +10% | +$214K | 0.14% | 72 |
|
|
2024
Q3 | $2.39M | Buy |
20,401
+2,696
| +15% | +$316K | 0.15% | 74 |
|
|
2024
Q2 | $2.04M | Buy |
17,705
+1,830
| +12% | +$211K | 0.14% | 77 |
|
|
2024
Q1 | $1.85M | Buy |
15,875
+4,369
| +38% | +$508K | 0.14% | 80 |
|
|
2023
Q4 | $1.15M | Sell |
11,506
-829
| -7% | -$82.9K | 0.1% | 102 |
|
|
2023
Q3 | $1.45M | Buy |
12,335
+1,742
| +16% | +$205K | 0.14% | 83 |
|
|
2023
Q2 | $1.14M | Sell |
10,593
-192
| -2% | -$20.6K | 0.1% | 91 |
|
|
2023
Q1 | $1.18M | Buy |
10,785
+2,443
| +29% | +$268K | 0.13% | 87 |
|
|
2022
Q4 | $920K | Buy |
8,342
+2,168
| +35% | +$239K | 0.11% | 93 |
|
|
2022
Q3 | $539K | Buy |
6,174
+867
| +16% | +$75.7K | 0.08% | 113 |
|
|
2022
Q2 | $469K | Buy |
5,307
+2,963
| +126% | +$262K | 0.06% | 120 |
|
|
2022
Q1 | $194K | Sell |
2,344
-3,413
| -59% | -$282K | 0.06% | 107 |
|
|
2021
Q4 | $352K | Buy |
5,757
+3,901
| +210% | +$239K | 0.09% | 84 |
|
|
2021
Q3 | $109K | Sell |
1,856
-58
| -3% | -$3.41K | 0.03% | 162 |
|
|
2021
Q2 | $120K | Buy |
1,914
+79
| +4% | +$4.95K | 0.03% | 137 |
|
|
2021
Q1 | $102K | Buy |
1,835
+830
| +83% | +$46.1K | 0.03% | 146 |
|
|
2020
Q4 | $41K | Buy |
1,005
+965
| +2,413% | +$39.4K | 0.01% | 260 |
|
|
2020
Q3 | $1K | Sell |
40
-5,090
| -99% | -$127K | ﹤0.01% | 436 |
|
|
2020
Q2 | $229K | Buy |
5,130
+90
| +2% | +$4.02K | 0.09% | 76 |
|
|
2020
Q1 | $191K | Buy |
5,040
+3,804
| +308% | +$144K | 0.07% | 83 |
|
|
2019
Q4 | $86K | Buy |
1,236
+1,052
| +572% | +$73.2K | 0.03% | 159 |
|
|
2019
Q3 | $13K | Sell |
184
-150
| -45% | -$10.6K | 0.01% | 255 |
|
|
2019
Q2 | $25.6K | Buy |
334
+183
| +121% | +$14K | 0.01% | 165 |
|
|
2019
Q1 | $12K | Sell |
151
-393
| -72% | -$31.2K | 0.01% | 335 |
|
|
2018
Q4 | $37K | Buy |
544
+469
| +625% | +$31.9K | 0.01% | 212 |
|
|
2018
Q3 | $6K | Sell |
75
-45
| -38% | -$3.6K | ﹤0.01% | 255 |
|
|
2018
Q2 | $9K | Buy |
120
+17
| +17% | +$1.28K | ﹤0.01% | 272 |
|
|
2018
Q1 | $8K | Hold |
103
| – | – | ﹤0.01% | 247 |
|
|
2017
Q4 | $9K | Sell |
103
-3,710
| -97% | -$324K | ﹤0.01% | 341 |
|
|
2017
Q3 | $313K | Buy |
3,813
+766
| +25% | +$62.9K | 0.11% | 84 |
|
|
2017
Q2 | $246K | Sell |
3,047
-3,846
| -56% | -$311K | 0.14% | 59 |
|
|
2017
Q1 | $565K | Buy |
6,893
+1,071
| +18% | +$87.8K | 0.33% | 41 |
|
|
2016
Q4 | $525K | Buy |
+5,822
| New | +$525K | 0.39% | 56 |
|