AF
Allworth Financial’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42M | Buy |
389,961
+71,053
| +22% | +$7.66M | 0.2% | 69 |
|
|
2025
Q1 | $34.6M | Buy |
318,908
+20,617
| +7% | +$2.24M | 0.2% | 63 |
|
|
2024
Q4 | $32.7M | Buy |
298,291
+90,939
| +44% | +$9.96M | 0.18% | 66 |
|
|
2024
Q3 | $24.3M | Buy |
207,352
+17,325
| +9% | +$2.03M | 0.15% | 77 |
|
|
2024
Q2 | $22.1M | Buy |
190,027
+25,598
| +16% | +$2.97M | 0.14% | 80 |
|
|
2024
Q1 | $19.1M | Buy |
164,429
+5,953
| +4% | +$692K | 0.14% | 71 |
|
|
2023
Q4 | $15.8M | Buy |
158,476
+8,749
| +6% | +$875K | 0.12% | 74 |
|
|
2023
Q3 | $17.6M | Sell |
149,727
-166
| -0.1% | -$19.5K | 0.15% | 61 |
|
|
2023
Q2 | $16.1M | Buy |
149,893
+4,278
| +3% | +$459K | 0.14% | 69 |
|
|
2023
Q1 | $16M | Sell |
145,615
-106
| -0.1% | -$11.6K | 0.16% | 71 |
|
|
2022
Q4 | $16.1M | Buy |
145,721
+5,720
| +4% | +$631K | 0.18% | 71 |
|
|
2022
Q3 | $12.2M | Buy |
140,001
+6,905
| +5% | +$603K | 0.15% | 76 |
|
|
2022
Q2 | $11.4M | Buy |
133,096
+19,553
| +17% | +$1.67M | 0.16% | 84 |
|
|
2022
Q1 | $9.38M | Buy |
113,543
+951
| +0.8% | +$78.5K | 0.12% | 91 |
|
|
2021
Q4 | $6.89M | Sell |
112,592
-12,123
| -10% | -$742K | 0.1% | 95 |
|
|
2021
Q3 | $7.34M | Buy |
124,715
+20,826
| +20% | +$1.23M | 0.12% | 75 |
|
|
2021
Q2 | $6.55M | Sell |
103,889
-386
| -0.4% | -$24.3K | 0.12% | 73 |
|
|
2021
Q1 | $5.82M | Sell |
104,275
-626
| -0.6% | -$35K | 0.12% | 65 |
|
|
2020
Q4 | $4.32M | Buy |
104,901
+1,404
| +1% | +$57.9K | 0.11% | 59 |
|
|
2020
Q3 | $3.55M | Buy |
103,497
+3,934
| +4% | +$135K | 0.11% | 53 |
|
|
2020
Q2 | $4.45M | Buy |
99,563
+74,643
| +300% | +$3.34M | 0.14% | 48 |
|
|
2020
Q1 | $947K | Sell |
24,920
-2,917
| -10% | -$111K | 0.03% | 112 |
|
|
2019
Q4 | $1.94M | Buy |
27,837
+771
| +3% | +$53.8K | 0.07% | 55 |
|
|
2019
Q3 | $1.91M | Sell |
27,066
-132
| -0.5% | -$9.32K | 0.07% | 52 |
|
|
2019
Q2 | $2.08M | Buy |
27,198
+29
| +0.1% | +$2.22K | 0.08% | 48 |
|
|
2019
Q1 | $2.2M | Sell |
27,169
-550
| -2% | -$44.4K | 0.1% | 43 |
|
|
2018
Q4 | $1.89M | Buy |
27,719
+2,052
| +8% | +$140K | 0.09% | 48 |
|
|
2018
Q3 | $2.18M | Buy |
25,667
+190
| +0.7% | +$16.2K | 0.1% | 48 |
|
|
2018
Q2 | $2.11M | Sell |
25,477
-3,066
| -11% | -$254K | 0.1% | 47 |
|
|
2018
Q1 | $2.13M | Buy |
28,543
+686
| +2% | +$51.2K | 0.16% | 25 |
|
|
2017
Q4 | $2.33M | Buy |
27,857
+4,210
| +18% | +$352K | 0.18% | 21 |
|
|
2017
Q3 | $1.94M | Buy |
23,647
+3,799
| +19% | +$312K | 0.16% | 22 |
|
|
2017
Q2 | $1.6M | Buy |
19,848
+1,773
| +10% | +$143K | 0.14% | 23 |
|
|
2017
Q1 | $1.48M | Sell |
18,075
-644
| -3% | -$52.8K | 0.14% | 22 |
|
|
2016
Q4 | $1.69M | Buy |
18,719
+19
| +0.1% | +$1.72K | 0.17% | 21 |
|
|
2016
Q3 | $1.63M | Buy |
18,700
+62
| +0.3% | +$5.41K | 0.17% | 21 |
|
|
2016
Q2 | $1.75M | Buy |
18,638
+237
| +1% | +$22.2K | 0.2% | 22 |
|
|
2016
Q1 | $1.54M | Sell |
18,401
-119
| -0.6% | -$9.95K | 0.19% | 26 |
|
|
2015
Q4 | $1.44M | Buy |
18,520
+382
| +2% | +$29.8K | 0.26% | 28 |
|
|
2015
Q3 | $1.35M | Buy |
18,138
+517
| +3% | +$38.5K | 0.48% | 22 |
|
|
2015
Q2 | $1.47M | Buy |
17,621
+3,969
| +29% | +$330K | 0.52% | 22 |
|
|
2015
Q1 | $1.16M | Sell |
13,652
-1,285
| -9% | -$109K | 0.43% | 23 |
|
|
2014
Q4 | $1.38M | Sell |
14,937
-1,429
| -9% | -$132K | 0.52% | 21 |
|
|
2014
Q3 | $1.54M | Buy |
16,366
+794
| +5% | +$74.7K | 0.6% | 16 |
|
|
2014
Q2 | $1.57M | Buy |
15,572
+607
| +4% | +$61.1K | 0.71% | 11 |
|
|
2014
Q1 | $1.46M | Sell |
14,965
-823
| -5% | -$80.4K | 0.64% | 13 |
|
|
2013
Q4 | $1.6M | Sell |
15,788
-11,129
| -41% | -$1.13M | 0.79% | 11 |
|
|
2013
Q3 | $2.32M | Sell |
26,917
-166
| -0.6% | -$14.3K | 1.2% | 9 |
|
|
2013
Q2 | $2.45M | Buy |
+27,083
| New | +$2.45M | 1.37% | 7 |
|