1IA
1620 Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Sell |
5,462
-32
| -0.6% | -$3.45K | 0.42% | 73 |
|
|
2025
Q1 | $653K | Sell |
5,494
-8
| -0.1% | -$951 | 0.5% | 55 |
|
|
2024
Q4 | $592K | Sell |
5,502
-518
| -9% | -$55.7K | 0.45% | 66 |
|
|
2024
Q3 | $706K | Sell |
6,020
-2,461
| -29% | -$288K | 0.51% | 50 |
|
|
2024
Q2 | $976K | Buy |
8,481
+1,122
| +15% | +$129K | 0.75% | 30 |
|
|
2024
Q1 | $855K | Sell |
7,359
-825
| -10% | -$95.9K | 0.86% | 32 |
|
|
2023
Q4 | $818K | Sell |
8,184
-831
| -9% | -$83.1K | 0.89% | 30 |
|
|
2023
Q3 | $1.06M | Buy |
+9,015
| New | +$1.06M | 1.2% | 23 |
|
|
2023
Q2 | – | Sell |
-9,454
| Closed | -$1.04M | – | 153 |
|
|
2023
Q1 | $1.04M | Sell |
9,454
-316
| -3% | -$34.7K | 1.25% | 22 |
|
|
2022
Q4 | $1.08M | Sell |
9,770
-61
| -0.6% | -$6.73K | 1.31% | 17 |
|
|
2022
Q3 | $858K | Sell |
9,831
-48
| -0.5% | -$4.19K | 1.27% | 23 |
|
|
2022
Q2 | $846K | Buy |
9,879
+6,480
| +191% | +$555K | 1.17% | 23 |
|
|
2022
Q1 | $208K | Hold |
3,399
| – | – | 0.23% | 118 |
|
|
2021
Q4 | $208K | Buy |
+3,399
| New | +$208K | 0.23% | 114 |
|