YHB Investment 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 | $3.42M | Sell |
31,701
-72
| -0.2% | -$7.76K | 0.26% | 90 |
|
|
2025
Q1 | $3.78M | Sell |
31,773
-88
| -0.3% | -$10.5K | 0.32% | 82 |
|
|
2024
Q4 | $3.43M | Sell |
31,861
-773
| -2% | -$83.2K | 0.28% | 84 |
|
|
2024
Q3 | $3.83M | Sell |
32,634
-117
| -0.4% | -$13.7K | 0.32% | 79 |
|
|
2024
Q2 | $3.77M | Buy |
32,751
+1,836
| +6% | +$211K | 0.32% | 75 |
|
|
2024
Q1 | $3.59M | Buy |
30,915
+35
| +0.1% | +$4.07K | 0.32% | 80 |
|
|
2023
Q4 | $3.09M | Sell |
30,880
-1,758
| -5% | -$176K | 0.3% | 85 |
|
|
2023
Q3 | $3.84M | Sell |
32,638
-432
| -1% | -$50.8K | 0.35% | 80 |
|
|
2023
Q2 | $3.55M | Buy |
33,070
+98
| +0.3% | +$10.5K | 0.33% | 82 |
|
|
2023
Q1 | $3.62M | Buy |
32,972
+360
| +1% | +$39.5K | 0.36% | 77 |
|
|
2022
Q4 | $3.6M | Buy |
32,612
+232
| +0.7% | +$25.6K | 0.38% | 74 |
|
|
2022
Q3 | $2.83M | Buy |
32,380
+367
| +1% | +$32K | 0.31% | 88 |
|
|
2022
Q2 | $2.74M | Buy |
32,013
+166
| +0.5% | +$14.2K | 0.29% | 89 |
|
|
2022
Q1 | $2.63M | Sell |
31,847
-1,844
| -5% | -$152K | 0.23% | 101 |
|
|
2021
Q4 | $2.06M | Sell |
33,691
-2,479
| -7% | -$152K | 0.16% | 128 |
|
|
2021
Q3 | $2.13M | Sell |
36,170
-2,642
| -7% | -$155K | 0.18% | 117 |
|
|
2021
Q2 | $2.45M | Sell |
38,812
-101
| -0.3% | -$6.37K | 0.21% | 112 |
|
|
2021
Q1 | $2.21M | Sell |
38,913
-1,351
| -3% | -$76.6K | 0.19% | 116 |
|
|
2020
Q4 | $1.66M | Sell |
40,264
-3,564
| -8% | -$147K | 0.16% | 127 |
|
|
2020
Q3 | $1.51M | Sell |
43,828
-53,527
| -55% | -$1.84M | 0.16% | 121 |
|
|
2020
Q2 | $4.35M | Buy |
97,355
+600
| +0.6% | +$26.8K | 0.63% | 49 |
|
|
2020
Q1 | $3.67M | Sell |
96,755
-9,554
| -9% | -$363K | 0.63% | 50 |
|
|
2019
Q4 | $7.42M | Sell |
106,309
-6,125
| -5% | -$427K | 1.06% | 33 |
|
|
2019
Q3 | $7.94M | Buy |
112,434
+72
| +0.1% | +$5.08K | 1.21% | 25 |
|
|
2019
Q2 | $8.61M | Sell |
112,362
-2,430
| -2% | -$186K | 1.37% | 22 |
|
|
2019
Q1 | $9.28M | Sell |
114,792
-883
| -0.8% | -$71.3K | 1.45% | 20 |
|
|
2018
Q4 | $7.89M | Buy |
115,675
+3,454
| +3% | +$236K | 1.41% | 22 |
|
|
2018
Q3 | $9.54M | Sell |
112,221
-1,743
| -2% | -$148K | 1.44% | 18 |
|
|
2018
Q2 | $9.43M | Sell |
113,964
-1,242
| -1% | -$103K | 1.54% | 16 |
|
|
2018
Q1 | $8.6M | Buy |
115,206
+2,728
| +2% | +$204K | 1.46% | 16 |
|
|
2017
Q4 | $9.41M | Sell |
112,478
-3,682
| -3% | -$308K | 1.6% | 15 |
|
|
2017
Q3 | $9.52M | Sell |
116,160
-9,931
| -8% | -$814K | 1.7% | 14 |
|
|
2017
Q2 | $10.2M | Sell |
126,091
-65,823
| -34% | -$5.31M | 1.75% | 14 |
|
|
2017
Q1 | $14.3M | Buy |
191,914
+65,557
| +52% | +$4.9M | 2.75% | 6 |
|
|
2016
Q4 | $11.4M | Buy |
126,357
+4,252
| +3% | +$384K | 2.38% | 7 |
|
|
2016
Q3 | $10.7M | Sell |
122,105
-988
| -0.8% | -$86.2K | 2.57% | 7 |
|
|
2016
Q2 | $11.5M | Buy |
123,093
+5,585
| +5% | +$524K | 2.54% | 8 |
|
|
2016
Q1 | $9.82M | Sell |
117,508
-10,163
| -8% | -$850K | 2.65% | 5 |
|
|
2015
Q4 | $9.95M | Sell |
127,671
-2,943
| -2% | -$229K | 2.26% | 8 |
|
|
2015
Q3 | $9.71M | Sell |
130,614
-2,453
| -2% | -$182K | 2.29% | 9 |
|
|
2015
Q2 | $11.1M | Buy |
133,067
+2,005
| +2% | +$167K | 2.41% | 9 |
|
|
2015
Q1 | $11.1M | Sell |
131,062
-494
| -0.4% | -$42K | 2.5% | 8 |
|
|
2014
Q4 | $12.2M | Sell |
131,556
-1,870
| -1% | -$173K | 2.79% | 5 |
|
|
2014
Q3 | $12.5M | Buy |
133,426
+2,042
| +2% | +$192K | 3.01% | 3 |
|
|
2014
Q2 | $13.2M | Sell |
131,384
-1,668
| -1% | -$168K | 3.19% | 1 |
|
|
2014
Q1 | $13M | Buy |
133,052
+4,633
| +4% | +$453K | 3.3% | 1 |
|
|
2013
Q4 | $13M | Sell |
128,419
-5,491
| -4% | -$556K | 3.49% | 1 |
|
|
2013
Q3 | $11.5M | Sell |
133,910
-2,067
| -2% | -$178K | 3.41% | 2 |
|
|
2013
Q2 | $12.3M | Buy |
+135,977
| New | +$12.3M | 3.83% | 1 |
|