Spectrum Asset Management (California)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Buy |
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|
2025
Q1 | $4.53M | Buy |
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|
2024
Q4 | $3.26M | Buy |
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|
2024
Q3 | $3.52M | Sell |
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|
2024
Q2 | $4.23M | Sell |
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|
2024
Q1 | $4.39M | Buy |
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|
2023
Q4 | $3.49M | Sell |
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|
2023
Q3 | $4.35M | Sell |
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|
2023
Q2 | $4.03M | Sell |
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|
2023
Q1 | $4.53M | Sell |
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|
2022
Q4 | $6.84M | Sell |
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|
2022
Q3 | $5.57M | Buy |
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|
2022
Q2 | $5.43M | Buy |
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|
2022
Q1 | $5.24M | Buy |
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|
2021
Q4 | $3.88M | Buy |
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|
2021
Q3 | $3.72M | Sell |
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|
2021
Q2 | $4.08M | Buy |
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|
2021
Q1 | $3.52M | Buy |
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|
2020
Q4 | $2.38M | Buy |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q2 | $1.64M | Sell |
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|
2020
Q1 | $2.02M | Buy |
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|
2019
Q4 | $2.42M | Buy |
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|
2019
Q3 | $1.93M | Buy |
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|
2019
Q2 | $2.1M | Buy |
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|
2019
Q1 | $2.21M | Buy |
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|
2018
Q4 | $720K | Sell |
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|
2018
Q3 | $979K | Buy |
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|
2018
Q2 | $897K | Sell |
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|
2018
Q1 | $857K | Buy |
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|
2017
Q4 | $876K | Buy |
|
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|
2017
Q3 | $616K | Buy |
|
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|
2017
Q2 | $571K | Sell |
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|
2017
Q1 | $586K | Buy |
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|
2016
Q4 | $594K | Sell |
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|
2016
Q3 | $586K | Sell |
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|
2016
Q2 | $662K | Buy |
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|
2016
Q1 | $581K | Buy |
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|
2015
Q4 | $461K | Hold |
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|
2015
Q3 | $439K | Sell |
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|
2015
Q2 | $568K | Sell |
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|
2015
Q1 | $597K | Sell |
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|
2014
Q4 | $672K | Buy |
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