Welch & Forbes’s Exxon Mobil XOM Stock Holding History

Welch & Forbes’s Portfolio XOM Stock Details XOM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$33.1M	Sell	306,896 -1,404	-0.5%	-$151K	0.41%	64
2025 Q1	$36.7M	Sell	308,300 -5,169	-2%	-$615K	0.48%	61
2024 Q4	$33.7M	Buy	313,469 +2,128	+0.7%	+$229K	0.43%	63
2024 Q3	$36.5M	Sell	311,341 -3,803	-1%	-$446K	0.46%	61
2024 Q2	$35.1M	Sell	315,144 -2,510	-0.8%	-$279K	0.47%	57
2024 Q1	$36.9M	Sell	317,654 -3,372	-1%	-$392K	0.51%	54
2023 Q4	$32.1M	Sell	321,026 -2,337	-0.7%	-$234K	0.48%	56
2023 Q3	$38M	Sell	323,363 -585	-0.2%	-$68.8K	0.63%	47
2023 Q2	$34.7M	Sell	323,948 -355	-0.1%	-$38.1K	0.55%	49
2023 Q1	$35.6M	Sell	324,303 -16,062	-5%	-$1.76M	0.6%	47
2022 Q4	$37.5M	Buy	340,365 +3,801	+1%	+$419K	0.67%	44
2022 Q3	$29.4M	Buy	336,564 +5,220	+2%	+$456K	0.57%	48
2022 Q2	$28.4M	Sell	331,344 -8,408	-2%	-$720K	0.52%	54
2022 Q1	$28.1M	Sell	339,752 -3,404	-1%	-$281K	0.44%	64
2021 Q4	$21M	Buy	343,156 +1,397	+0.4%	+$85.5K	0.31%	76
2021 Q3	$20.1M	Sell	341,759 -16,407	-5%	-$965K	0.33%	75
2021 Q2	$22.6M	Sell	358,166 -3,030	-0.8%	-$191K	0.38%	68
2021 Q1	$20.2M	Sell	361,196 -8,957	-2%	-$500K	0.37%	71
2020 Q4	$15.3M	Sell	370,153 -27,514	-7%	-$1.13M	0.3%	81
2020 Q3	$13.7M	Sell	397,667 -23,212	-6%	-$797K	0.29%	81
2020 Q2	$18.8M	Sell	420,879 -37,880	-8%	-$1.69M	0.44%	62
2020 Q1	$17.4M	Sell	458,759 -127,128	-22%	-$4.83M	0.49%	63
2019 Q4	$40.9M	Sell	585,887 -43,932	-7%	-$3.07M	0.91%	33
2019 Q3	$44.5M	Sell	629,819 -28,250	-4%	-$1.99M	1.06%	25
2019 Q2	$50.4M	Sell	658,069 -26,049	-4%	-$2M	1.23%	22
2019 Q1	$55.3M	Sell	684,118 -28,487	-4%	-$2.3M	1.39%	20
2018 Q4	$48.6M	Sell	712,605 -36,147	-5%	-$2.46M	1.37%	19
2018 Q3	$63.7M	Sell	748,752 -18,404	-2%	-$1.56M	1.52%	18
2018 Q2	$63.5M	Sell	767,156 -28,761	-4%	-$2.38M	1.64%	16
2018 Q1	$59.4M	Sell	795,917 -57,459	-7%	-$4.29M	1.53%	18
2017 Q4	$71.4M	Sell	853,376 -21,823	-2%	-$1.83M	1.91%	11
2017 Q3	$71.7M	Sell	875,199 -3,571	-0.4%	-$293K	1.89%	9
2017 Q2	$70.9M	Sell	878,770 -8,735	-1%	-$705K	1.98%	9
2017 Q1	$72.8M	Sell	887,505 -24,146	-3%	-$1.98M	2.08%	8
2016 Q4	$82.3M	Sell	911,651 -8,881	-1%	-$802K	2.46%	3
2016 Q3	$80.3M	Sell	920,532 -3,587	-0.4%	-$313K	2.78%	4
2016 Q2	$86.6M	Sell	924,119 -12,291	-1%	-$1.15M	2.64%	3
2016 Q1	$78.3M	Sell	936,410 -6,227	-0.7%	-$521K	2.44%	4
2015 Q4	$73.5M	Buy	942,637 +3,016	+0.3%	+$235K	2.36%	5
2015 Q3	$69.9M	Sell	939,621 -8,845	-0.9%	-$658K	2.33%	3
2015 Q2	$78.9M	Sell	948,466 -10,493	-1%	-$873K	2.46%	4
2015 Q1	$81.5M	Sell	958,959 -17,017	-2%	-$1.45M	2.45%	3
2014 Q4	$90.2M	Sell	975,976 -1,825	-0.2%	-$169K	2.65%	3
2014 Q3	$92M	Sell	977,801 -13,902	-1%	-$1.31M	2.81%	2
2014 Q2	$99.8M	Buy	991,703 +3,605	+0.4%	+$363K	3.15%	1
2014 Q1	$96.5M	Sell	988,098 -8,132	-0.8%	-$794K	3.06%	1
2013 Q4	$101M	Sell	996,230 -16,325	-2%	-$1.65M	3.19%	1
2013 Q3	$87.1M	Sell	1,012,555 -30,822	-3%	-$2.65M	2.93%	2
2013 Q2	$94.3M	Buy	+1,043,377	New	+$94.3M	3.37%	1