Univest Financial’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 | $3.93M | Buy |
36,459
+1,168
| +3% | +$126K | 0.24% | 77 |
|
|
2025
Q1 | $4.2M | Buy |
35,291
+2,962
| +9% | +$352K | 0.27% | 70 |
|
|
2024
Q4 | $3.48M | Sell |
32,329
-889
| -3% | -$95.6K | 0.22% | 82 |
|
|
2024
Q3 | $3.89M | Buy |
33,218
+22,551
| +211% | +$2.64M | 0.26% | 74 |
|
|
2024
Q2 | $1.23M | Sell |
10,667
-46
| -0.4% | -$5.3K | 0.34% | 50 |
|
|
2024
Q1 | $1.25M | Buy |
10,713
+430
| +4% | +$50K | 0.35% | 48 |
|
|
2023
Q4 | $1.03M | Sell |
10,283
-436
| -4% | -$43.6K | 0.3% | 53 |
|
|
2023
Q3 | $1.26M | Buy |
10,719
+1,523
| +17% | +$179K | 0.42% | 45 |
|
|
2023
Q2 | $986K | Hold |
9,196
| – | – | 0.3% | 50 |
|
|
2023
Q1 | $1.01M | Hold |
9,196
| – | – | 0.31% | 48 |
|
|
2022
Q4 | $1.01M | Hold |
9,196
| – | – | 0.32% | 54 |
|
|
2022
Q3 | $803K | Hold |
9,196
| – | – | 0.26% | 60 |
|
|
2022
Q2 | $788K | Sell |
9,196
-263
| -3% | -$22.5K | 0.26% | 52 |
|
|
2022
Q1 | $781K | Sell |
9,459
-12
| -0.1% | -$991 | 0.22% | 54 |
|
|
2021
Q4 | $580K | Buy |
9,471
+20
| +0.2% | +$1.23K | 0.15% | 64 |
|
|
2021
Q3 | $555K | Buy |
9,451
+100
| +1% | +$5.87K | 0.16% | 60 |
|
|
2021
Q2 | $590K | Sell |
9,351
-595
| -6% | -$37.5K | 0.16% | 59 |
|
|
2021
Q1 | $555K | Buy |
9,946
+100
| +1% | +$5.58K | 0.16% | 62 |
|
|
2020
Q4 | $405K | Sell |
9,846
-243
| -2% | -$10K | 0.12% | 71 |
|
|
2020
Q3 | $347K | Sell |
10,089
-750
| -7% | -$25.8K | 0.11% | 78 |
|
|
2020
Q2 | $485K | Sell |
10,839
-315
| -3% | -$14.1K | 0.16% | 65 |
|
|
2020
Q1 | $423K | Sell |
11,154
-11,124
| -50% | -$422K | 0.17% | 74 |
|
|
2019
Q4 | $2.01M | Buy |
22,278
+12,017
| +117% | +$1.08M | 0.85% | 54 |
|
|
2019
Q3 | $725K | Hold |
10,261
| – | – | 0.23% | 62 |
|
|
2019
Q2 | $786K | Hold |
10,261
| – | – | 0.25% | 61 |
|
|
2019
Q1 | $829K | Sell |
10,261
-340
| -3% | -$27.5K | 0.27% | 60 |
|
|
2018
Q4 | $723K | Sell |
10,601
-602
| -5% | -$41.1K | 0.27% | 69 |
|
|
2018
Q3 | $952K | Sell |
11,203
-104
| -0.9% | -$8.84K | 0.29% | 62 |
|
|
2018
Q2 | $935K | Sell |
11,307
-3,265
| -22% | -$270K | 0.37% | 56 |
|
|
2018
Q1 | $1.09M | Sell |
14,572
-779
| -5% | -$58.1K | 0.47% | 50 |
|
|
2017
Q4 | $1.28M | Sell |
15,351
-6,248
| -29% | -$523K | 0.52% | 51 |
|
|
2017
Q3 | $1.77M | Buy |
21,599
+267
| +1% | +$21.9K | 0.75% | 50 |
|
|
2017
Q2 | $1.72M | Sell |
21,332
-150
| -0.7% | -$12.1K | 0.72% | 52 |
|
|
2017
Q1 | $1.76M | Sell |
21,482
-796
| -4% | -$65.3K | 0.77% | 52 |
|
|
2016
Q4 | $2.01M | Buy |
22,278
+1,049
| +5% | +$94.7K | 0.85% | 54 |
|
|
2016
Q3 | $1.85M | Sell |
21,229
-1,779
| -8% | -$155K | 0.84% | 53 |
|
|
2016
Q2 | $2.16M | Buy |
23,008
+437
| +2% | +$41K | 0.98% | 55 |
|
|
2016
Q1 | $1.89M | Buy |
22,571
+3,507
| +18% | +$293K | 0.86% | 55 |
|
|
2015
Q4 | $1.49M | Sell |
19,064
-1,343
| -7% | -$105K | 0.68% | 55 |
|
|
2015
Q3 | $1.52M | Sell |
20,407
-1,732
| -8% | -$129K | 0.74% | 56 |
|
|
2015
Q2 | $1.84M | Sell |
22,139
-2,262
| -9% | -$188K | 0.85% | 55 |
|
|
2015
Q1 | $2.07M | Buy |
24,401
+79
| +0.3% | +$6.72K | 0.93% | 56 |
|
|
2014
Q4 | $2.25M | Buy |
24,322
+330
| +1% | +$30.5K | 0.99% | 54 |
|
|
2014
Q3 | $2.26M | Sell |
23,992
-764
| -3% | -$71.8K | 1.06% | 54 |
|
|
2014
Q2 | $2.49M | Sell |
24,756
-30
| -0.1% | -$3.02K | 1.17% | 52 |
|
|
2014
Q1 | $2.42M | Sell |
24,786
-815
| -3% | -$79.6K | 1.21% | 52 |
|
|
2013
Q4 | $2.59M | Sell |
25,601
-19,760
| -44% | -$2M | 1.28% | 46 |
|
|
2013
Q3 | $3.9M | Sell |
45,361
-5,695
| -11% | -$490K | 2.08% | 4 |
|
|
2013
Q2 | $4.61M | Buy |
+51,056
| New | +$4.61M | 2.53% | 3 |
|