Stonebridge Capital 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 | $17.3M | Buy |
160,452
+1,502
| +0.9% | +$162K | 1.31% | 21 |
|
|
2025
Q1 | $18.9M | Buy |
158,950
+5,583
| +4% | +$664K | 1.54% | 19 |
|
|
2024
Q4 | $16.5M | Buy |
153,367
+938
| +0.6% | +$101K | 1.33% | 24 |
|
|
2024
Q3 | $17.9M | Buy |
152,429
+5,958
| +4% | +$698K | 1.46% | 21 |
|
|
2024
Q2 | $16.9M | Buy |
146,471
+5,904
| +4% | +$680K | 1.48% | 21 |
|
|
2024
Q1 | $16.3M | Buy |
140,567
+8,470
| +6% | +$985K | 1.47% | 21 |
|
|
2023
Q4 | $13.2M | Buy |
132,097
+3,259
| +3% | +$326K | 1.33% | 21 |
|
|
2023
Q3 | $15.1M | Buy |
128,838
+1,373
| +1% | +$161K | 1.67% | 12 |
|
|
2023
Q2 | $13.7M | Sell |
127,465
-3,077
| -2% | -$330K | 1.45% | 18 |
|
|
2023
Q1 | $14.3M | Buy |
130,542
+906
| +0.7% | +$99.4K | 1.63% | 12 |
|
|
2022
Q4 | $14.3M | Buy |
129,636
+2,208
| +2% | +$244K | 1.69% | 11 |
|
|
2022
Q3 | $11.1M | Sell |
127,428
-4,242
| -3% | -$370K | 1.43% | 19 |
|
|
2022
Q2 | $11.3M | Sell |
131,670
-266
| -0.2% | -$22.8K | 1.37% | 20 |
|
|
2022
Q1 | $10.9M | Buy |
131,936
+4,192
| +3% | +$346K | 1.18% | 29 |
|
|
2021
Q4 | $7.82M | Buy |
127,744
+7,990
| +7% | +$489K | 0.86% | 45 |
|
|
2021
Q3 | $7.04M | Sell |
119,754
-100,434
| -46% | -$5.91M | 0.86% | 47 |
|
|
2021
Q2 | $13.1M | Buy |
220,188
+114,135
| +108% | +$6.8M | 0.83% | 47 |
|
|
2021
Q1 | $5.92M | Buy |
106,053
+8,015
| +8% | +$447K | 0.78% | 49 |
|
|
2020
Q4 | $4.04M | Sell |
98,038
-2,627
| -3% | -$108K | 0.61% | 58 |
|
|
2020
Q3 | $3.46M | Sell |
100,665
-3,912
| -4% | -$134K | 0.62% | 55 |
|
|
2020
Q2 | $4.68M | Buy |
104,577
+5,669
| +6% | +$254K | 0.87% | 47 |
|
|
2020
Q1 | $3.76M | Buy |
98,908
+3,680
| +4% | +$140K | 0.79% | 48 |
|
|
2019
Q4 | $6.65M | Buy |
95,228
+1,484
| +2% | +$104K | 1.08% | 34 |
|
|
2019
Q3 | $6.62M | Buy |
93,744
+1,340
| +1% | +$94.6K | 1.14% | 32 |
|
|
2019
Q2 | $7.08M | Sell |
92,404
-645
| -0.7% | -$49.4K | 1.26% | 26 |
|
|
2019
Q1 | $7.52M | Buy |
93,049
+4,412
| +5% | +$356K | 1.4% | 22 |
|
|
2018
Q4 | $6.05M | Buy |
88,637
+4,026
| +5% | +$275K | 1.41% | 26 |
|
|
2018
Q3 | $7.19M | Buy |
84,611
+4,481
| +6% | +$381K | 1.45% | 20 |
|
|
2018
Q2 | $6.63M | Buy |
80,130
+3,994
| +5% | +$330K | 1.44% | 20 |
|
|
2018
Q1 | $5.68M | Buy |
76,136
+5,274
| +7% | +$394K | 1.31% | 23 |
|
|
2017
Q4 | $5.93M | Buy |
70,862
+218
| +0.3% | +$18.2K | 1.36% | 21 |
|
|
2017
Q3 | $5.79M | Buy |
70,644
+3,893
| +6% | +$319K | 1.42% | 21 |
|
|
2017
Q2 | $5.39M | Buy |
66,751
+3,255
| +5% | +$263K | 1.41% | 20 |
|
|
2017
Q1 | $5.21M | Buy |
63,496
+2,559
| +4% | +$210K | 1.42% | 20 |
|
|
2016
Q4 | $5.5M | Buy |
60,937
+876
| +1% | +$79.1K | 1.63% | 15 |
|
|
2016
Q3 | $5.24M | Buy |
60,061
+1,910
| +3% | +$167K | 1.64% | 15 |
|
|
2016
Q2 | $5.45M | Buy |
58,151
+2,040
| +4% | +$191K | 1.85% | 13 |
|
|
2016
Q1 | $4.69M | Buy |
56,111
+1,217
| +2% | +$102K | 1.65% | 14 |
|
|
2015
Q4 | $4.28M | Buy |
54,894
+1,871
| +4% | +$146K | 1.56% | 16 |
|
|
2015
Q3 | $3.94M | Sell |
53,023
-595
| -1% | -$44.2K | 1.59% | 17 |
|
|
2015
Q2 | $4.46M | Sell |
53,618
-157
| -0.3% | -$13.1K | 1.71% | 14 |
|
|
2015
Q1 | $4.57M | Buy |
53,775
+18,972
| +55% | +$1.61M | 1.76% | 12 |
|
|
2014
Q4 | $3.22M | Sell |
34,803
-73
| -0.2% | -$6.75K | 1.32% | 19 |
|
|
2014
Q3 | $3.28M | Buy |
34,876
+919
| +3% | +$86.4K | 1.45% | 15 |
|
|
2014
Q2 | $3.42M | Sell |
33,957
-940
| -3% | -$94.6K | 1.54% | 16 |
|
|
2014
Q1 | $3.41M | Buy |
34,897
+224
| +0.6% | +$21.9K | 1.67% | 12 |
|
|
2013
Q4 | $3.51M | Buy |
+34,673
| New | +$3.51M | 1.81% | 11 |
|