Tortoise Capital Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-132,996
| Closed | -$16M | – | 96 |
|
|
2025
Q4 | $16M | Sell |
132,996
-5,040
| -4% | -$585K | 0.2% | 37 |
|
|
2025
Q3 | $15.6M | Sell |
138,036
-28,454
| -17% | -$3.16M | 0.2% | 40 |
|
|
2025
Q2 | $17.9M | Sell |
166,490
-2,609
| -2% | -$279K | 0.23% | 36 |
|
|
2025
Q1 | $20.1M | Buy |
169,099
+104,684
| +163% | +$11.6M | 0.24% | 32 |
|
|
2024
Q4 | $6.93M | Sell |
64,415
-63,286
| -50% | -$7.4M | 0.09% | 42 |
|
|
2024
Q3 | $15M | Hold |
127,701
| – | – | 0.19% | 46 |
|
|
2024
Q2 | $14.7M | Buy |
127,701
+83,697
| +190% | +$9.75M | 0.19% | 50 |
|
|
2024
Q1 | $5.12M | Sell |
44,004
-14
| -0% | -$1.47K | 0.07% | 63 |
|
|
2023
Q4 | $4.4M | Buy |
44,018
+12,680
| +40% | +$1.33M | 0.07% | 63 |
|
|
2023
Q3 | $3.68M | Buy |
31,338
+253
| +0.8% | +$27.8K | 0.06% | 62 |
|
|
2023
Q2 | $3.33M | Sell |
31,085
-2
| -0% | -$218 | 0.05% | 69 |
|
|
2023
Q1 | $3.41M | Hold |
31,087
| – | – | 0.05% | 68 |
|
|
2022
Q4 | $3.43M | Hold |
31,087
| – | – | 0.05% | 70 |
|
|
2022
Q3 | $2.71M | Buy |
31,087
+8,020
| +35% | +$732K | 0.04% | 75 |
|
|
2022
Q2 | $1.98M | Buy |
23,067
+7,580
| +49% | +$684K | 0.03% | 78 |
|
|
2022
Q1 | $1.28M | Sell |
15,487
-23,999
| -61% | -$1.87M | 0.02% | 86 |
|
|
2021
Q4 | $2.42M | Sell |
39,486
-8,233
| -17% | -$515K | 0.04% | 75 |
|
|
2021
Q3 | $2.81M | Buy |
47,719
+47,693
| +183,435% | +$2.72M | 0.05% | 78 |
|
|
2021
Q2 | $2K | Buy |
+26
| New | +$1.55K | ﹤0.01% | 134 |
|
|
2019
Q3 | – | Sell |
-35
| Closed | -$3K | – | 172 |
|
|
2019
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 124 |
|
|
2019
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 116 |
|
|
2018
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 125 |
|
|
2018
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 122 |
|
|
2018
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 125 |
|
|
2018
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 119 |
|
|
2017
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 123 |
|
|
2017
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 120 |
|
|
2017
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 122 |
|
|
2017
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 121 |
|
|
2016
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 127 |
|
|
2016
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 123 |
|
|
2016
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 117 |
|
|
2016
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 116 |
|
|
2015
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 108 |
|
|
2015
Q3 | $3K | Buy |
35
+20
| +133% | +$1.54K | ﹤0.01% | 112 |
|
|
2015
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 152 |
|
|
2015
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 140 |
|
|
2014
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 127 |
|
|
2014
Q3 | $1K | Sell |
15
-6
| -29% | -$598 | ﹤0.01% | 120 |
|
|
2014
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 113 |
|
|
2014
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 106 |
|
|
2013
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 103 |
|
|
2013
Q3 | $2K | Sell |
21
-16,308
| -100% | -$1.47M | ﹤0.01% | 100 |
|
|
2013
Q2 | $1.48M | Buy |
+16,329
| New | +$1.47M | 0.01% | 86 |
|
Other funds holding XOM
VCM
VPM
