Zevin Asset Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Hold |
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|
2025
Q1 | $379K | Sell |
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|
2024
Q4 | $360K | Buy |
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|
2024
Q3 | $391K | Hold |
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|
2024
Q2 | $384K | Hold |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $297K | Hold |
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|
2023
Q1 | $304K | Hold |
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $296K | Hold |
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|
2019
Q3 | $299K | Sell |
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|
2019
Q2 | $336K | Sell |
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|
2019
Q1 | $744K | Buy |
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|
2018
Q4 | $596K | Buy |
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|
2018
Q3 | $731K | Hold |
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|
2018
Q2 | $712K | Sell |
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|
2018
Q1 | $657K | Sell |
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|
2017
Q4 | $1.17M | Sell |
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|
2017
Q3 | $1.15M | Sell |
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|
2017
Q2 | $1.42M | Sell |
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|
2017
Q1 | $1.51M | Sell |
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|
2016
Q4 | $1.84M | Buy |
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|
2016
Q3 | $1.07M | Sell |
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|
2016
Q2 | $1.91M | Sell |
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|
2016
Q1 | $1.71M | Buy |
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|
2015
Q4 | $1.53M | Hold |
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|
2015
Q3 | $1.46M | Hold |
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|
2015
Q2 | $1.63M | Sell |
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|
2015
Q1 | $1.67M | Sell |
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|
2014
Q4 | $1.89M | Sell |
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|
2014
Q3 | $2.05M | Hold |
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|
2014
Q2 | $2.19M | Hold |
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|
2014
Q1 | $2.13M | Sell |
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|
2013
Q4 | $2.39M | Sell |
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|
2013
Q3 | $2.03M | Hold |
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|
2013
Q2 | $2.13M | Buy |
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