Summit Global Investments’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 | $7.96M | Buy |
73,872
+61,814
| +513% | +$6.66M | 0.47% | 37 |
|
|
2025
Q1 | $1.43M | Buy |
12,058
+3,453
| +40% | +$411K | 0.1% | 119 |
|
|
2024
Q4 | $926K | Buy |
8,605
+2,876
| +50% | +$309K | 0.06% | 230 |
|
|
2024
Q3 | $672K | Buy |
5,729
+2,539
| +80% | +$298K | 0.04% | 319 |
|
|
2024
Q2 | $367K | Sell |
3,190
-1,626
| -34% | -$187K | 0.02% | 396 |
|
|
2024
Q1 | $560K | Sell |
4,816
-2,036
| -30% | -$237K | 0.04% | 312 |
|
|
2023
Q4 | $685K | Sell |
6,852
-5,458
| -44% | -$546K | 0.04% | 289 |
|
|
2023
Q3 | $1.45M | Buy |
12,310
+1,522
| +14% | +$179K | 0.1% | 159 |
|
|
2023
Q2 | $1.16M | Sell |
10,788
-124,787
| -92% | -$13.4M | 0.08% | 196 |
|
|
2023
Q1 | $14.9M | Sell |
135,575
-12,634
| -9% | -$1.39M | 1.15% | 18 |
|
|
2022
Q4 | $16.3M | Buy |
148,209
+7,850
| +6% | +$866K | 1.38% | 16 |
|
|
2022
Q3 | $12.3M | Sell |
140,359
-85,632
| -38% | -$7.48M | 1.13% | 15 |
|
|
2022
Q2 | $19.4M | Sell |
225,991
-15,291
| -6% | -$1.31M | 1.7% | 6 |
|
|
2022
Q1 | $19.9M | Buy |
241,282
+111,125
| +85% | +$9.18M | 1.47% | 11 |
|
|
2021
Q4 | $7.96M | Buy |
130,157
+3,109
| +2% | +$190K | 0.51% | 47 |
|
|
2021
Q3 | $7.47M | Buy |
127,048
+106,505
| +518% | +$6.26M | 0.56% | 45 |
|
|
2021
Q2 | $1.3M | Sell |
20,543
-116,718
| -85% | -$7.36M | 0.08% | 190 |
|
|
2021
Q1 | $7.66M | Buy |
+137,261
| New | +$7.66M | 0.49% | 48 |
|
|
2020
Q1 | – | Sell |
-22,142
| Closed | -$1.55M | – | 315 |
|
|
2019
Q4 | $1.55M | Buy |
22,142
+3,018
| +16% | +$211K | 0.17% | 97 |
|
|
2019
Q3 | $1.35M | Buy |
19,124
+1,776
| +10% | +$125K | 0.16% | 104 |
|
|
2019
Q2 | $1.33M | Sell |
17,348
-70,608
| -80% | -$5.41M | 0.17% | 104 |
|
|
2019
Q1 | $7.11M | Buy |
87,956
+8,206
| +10% | +$663K | 0.91% | 31 |
|
|
2018
Q4 | $5.44M | Buy |
79,750
+26,810
| +51% | +$1.83M | 0.84% | 38 |
|
|
2018
Q3 | $4.5M | Buy |
52,940
+4,175
| +9% | +$355K | 0.6% | 57 |
|
|
2018
Q2 | $4.03M | Buy |
+48,765
| New | +$4.03M | 0.61% | 56 |
|
|
2017
Q2 | – | Sell |
-30,208
| Closed | -$2.48M | – | 291 |
|
|
2017
Q1 | $2.48M | Sell |
30,208
-33,151
| -52% | -$2.72M | 0.81% | 39 |
|
|
2016
Q4 | $5.72M | Buy |
+63,359
| New | +$5.72M | 2.08% | 6 |
|