ACG Wealth’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.06M | Buy |
12,192
+179
| +1% | +$16.3K | 0.24% | 104 |
|
|
2022
Q2 | $1.03M | Buy |
12,013
+57
| +0.5% | +$5.14K | 0.21% | 114 |
|
|
2022
Q1 | $987K | Sell |
11,956
-3,288
| -22% | -$256K | 0.19% | 128 |
|
|
2021
Q4 | $933K | Sell |
15,244
-2,753
| -15% | -$172K | 0.13% | 155 |
|
|
2021
Q3 | $1.06M | Sell |
17,997
-1,416
| -7% | -$80.7K | 0.14% | 133 |
|
|
2021
Q2 | $1.23M | Sell |
19,413
-2,323
| -11% | -$139K | 0.16% | 125 |
|
|
2021
Q1 | $1.21M | Sell |
21,736
-2,016
| -8% | -$106K | 0.16% | 119 |
|
|
2020
Q4 | $979K | Sell |
23,752
-11,754
| -33% | -$441K | 0.14% | 131 |
|
|
2020
Q3 | $1.22M | Buy |
35,506
+6,882
| +24% | +$281K | 0.18% | 103 |
|
|
2020
Q2 | $1.28M | Buy |
28,624
+501
| +2% | +$22.5K | 0.21% | 91 |
|
|
2020
Q1 | $1.07M | Sell |
28,123
-9,375
| -25% | -$518K | 0.2% | 105 |
|
|
2019
Q4 | $2.62M | Sell |
37,498
-1,698
| -4% | -$117K | 0.39% | 68 |
|
|
2019
Q3 | $2.77M | Buy |
39,196
+1,601
| +4% | +$116K | 0.41% | 64 |
|
|
2019
Q2 | $2.88M | Buy |
37,595
+1,101
| +3% | +$85.2K | 0.39% | 68 |
|
|
2019
Q1 | $2.95M | Sell |
36,494
-3,416
| -9% | -$260K | 0.4% | 62 |
|
|
2018
Q4 | $2.72M | Sell |
39,910
-3,268
| -8% | -$256K | 0.42% | 63 |
|
|
2018
Q3 | $3.67M | Buy |
43,178
+316
| +0.7% | +$25.8K | 0.49% | 51 |
|
|
2018
Q2 | $3.54M | Buy |
42,862
+1,172
| +3% | +$93.4K | 0.54% | 47 |
|
|
2018
Q1 | $3.11M | Buy |
41,690
+4,523
| +12% | +$362K | 0.47% | 58 |
|
|
2017
Q4 | $3.11M | Sell |
37,167
-5,103
| -12% | -$422K | 0.46% | 60 |
|
|
2017
Q3 | $3.46M | Sell |
42,270
-14,141
| -25% | -$1.12M | 0.6% | 44 |
|
|
2017
Q2 | $4.55M | Buy |
56,411
+3,382
| +6% | +$277K | 0.75% | 28 |
|
|
2017
Q1 | $4.35M | Buy |
53,029
+6,701
| +14% | +$560K | 0.8% | 29 |
|
|
2016
Q4 | $4.18M | Sell |
46,328
-7,973
| -15% | -$697K | 0.88% | 26 |
|
|
2016
Q3 | $4.74M | Buy |
54,301
+1,855
| +4% | +$165K | 1.01% | 21 |
|
|
2016
Q2 | $4.92M | Buy |
52,446
+444
| +0.9% | +$39.3K | 1.09% | 18 |
|
|
2016
Q1 | $4.35M | Buy |
52,002
+2,307
| +5% | +$185K | 0.98% | 24 |
|
|
2015
Q4 | $3.87M | Buy |
49,695
+12,818
| +35% | +$1.02M | 0.87% | 31 |
|
|
2015
Q3 | $2.74M | Sell |
36,877
-1,278
| -3% | -$98.5K | 0.74% | 40 |
|
|
2015
Q2 | $3.17M | Buy |
38,155
+3,817
| +11% | +$328K | 0.8% | 32 |
|
|
2015
Q1 | $2.92M | Sell |
34,338
-8,250
| -19% | -$732K | 0.77% | 37 |
|
|
2014
Q4 | $3.94M | Buy |
42,588
+1,182
| +3% | +$110K | 1.06% | 16 |
|
|
2014
Q3 | $3.89M | Sell |
41,406
-16,718
| -29% | -$1.67M | 1.1% | 19 |
|
|
2014
Q2 | $5.85M | Buy |
58,124
+21,110
| +57% | +$2.13M | 1.1% | 19 |
|
|
2014
Q1 | $3.62M | Sell |
37,014
-11,875
| -24% | -$1.13M | 1.07% | 15 |
|
|
2013
Q4 | $4.95M | Buy |
48,889
+5,675
| +13% | +$525K | 1.26% | 16 |
|
|
2013
Q3 | $3.72M | Sell |
43,214
-3,943
| -8% | -$355K | 1.54% | 11 |
|
|
2013
Q2 | $4.26M | Buy |
+47,157
| New | +$4.24M | 1.66% | 10 |
|
Other funds holding XOM
ACG Wealth's XOM Position: Q3 2022 in Review
ACG Wealth increased its ExxonMobil (XOM) stake by 1.5% in Q3 2022, buying an estimated $16.3K and bringing the position to 12,192 shares worth $1.06M. The position accounts for 0.24% of the portfolio, ranked #104.
ACG Wealth first reported a position in XOM in Q2 2013 and has held it in 38 quarters since. The position peaked at $5.85M in Q2 2014. 3,217 funds tracked by Wall St. Rank hold XOM as of Q3 2022.
- ACG Wealth held 12,192 shares of ExxonMobil worth $1.06M as of Q3 2022.
- ACG Wealth bought 179 ExxonMobil shares in Q3 2022, an estimated $16.3K.
- ExxonMobil made up 0.24% of ACG Wealth's portfolio in Q3 2022, its #104 holding.
- ACG Wealth first reported a position in ExxonMobil in Q2 2013 and has held it in 38 quarters since.
- ACG Wealth's ExxonMobil position peaked at $5.85M in Q2 2014.
- 3,217 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2022.
Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.