America First Investment Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-191
| Closed | -$22K | – | 80 |
|
|
2024
Q2 | $22K | Hold |
191
| – | – | 0.01% | 65 |
|
|
2024
Q1 | $22.2K | Hold |
191
| – | – | 0.01% | 66 |
|
|
2023
Q4 | $19.1K | Hold |
191
| – | – | 0.01% | 80 |
|
|
2023
Q3 | $22.5K | Hold |
191
| – | – | 0.01% | 73 |
|
|
2023
Q2 | $20.5K | Hold |
191
| – | – | 0.01% | 80 |
|
|
2023
Q1 | $20.9K | Buy |
+191
| New | +$21.1K | 0.01% | 79 |
|
|
2020
Q4 | – | Sell |
-426
| Closed | -$15K | – | 78 |
|
|
2020
Q3 | $15K | Hold |
426
| – | – | ﹤0.01% | 69 |
|
|
2020
Q2 | $19K | Hold |
426
| – | – | 0.01% | 70 |
|
|
2020
Q1 | $16K | Hold |
426
| – | – | 0.01% | 70 |
|
|
2019
Q4 | $30K | Sell |
426
-751
| -64% | -$51.9K | 0.01% | 66 |
|
|
2019
Q3 | $83K | Hold |
1,177
| – | – | 0.03% | 51 |
|
|
2019
Q2 | $90K | Sell |
1,177
-8,291
| -88% | -$642K | 0.03% | 47 |
|
|
2019
Q1 | $765K | Sell |
9,468
-600
| -6% | -$45.7K | 0.23% | 30 |
|
|
2018
Q4 | $687K | Hold |
10,068
| – | – | 0.23% | 30 |
|
|
2018
Q3 | $856K | Hold |
10,068
| – | – | 0.27% | 30 |
|
|
2018
Q2 | $833K | Hold |
10,068
| – | – | 0.27% | 29 |
|
|
2018
Q1 | $751K | Buy |
10,068
+551
| +6% | +$44K | 0.28% | 29 |
|
|
2017
Q4 | $796K | Buy |
9,517
+600
| +7% | +$49.6K | 0.27% | 29 |
|
|
2017
Q3 | $731K | Hold |
8,917
| – | – | 0.26% | 29 |
|
|
2017
Q2 | $720K | Hold |
8,917
| – | – | 0.27% | 29 |
|
|
2017
Q1 | $731K | Hold |
8,917
| – | – | 0.27% | 29 |
|
|
2016
Q4 | $805K | Hold |
8,917
| – | – | 0.33% | 28 |
|
|
2016
Q3 | $778K | Hold |
8,917
| – | – | 0.33% | 28 |
|
|
2016
Q2 | $836K | Hold |
8,917
| – | – | 0.35% | 29 |
|
|
2016
Q1 | $745K | Buy |
8,917
+600
| +7% | +$48.1K | 0.33% | 30 |
|
|
2015
Q4 | $648K | Hold |
8,317
| – | – | 0.29% | 35 |
|
|
2015
Q3 | $618K | Hold |
8,317
| – | – | 0.29% | 34 |
|
|
2015
Q2 | $692K | Hold |
8,317
| – | – | 0.3% | 33 |
|
|
2015
Q1 | $707K | Hold |
8,317
| – | – | 0.3% | 34 |
|
|
2014
Q4 | $769K | Sell |
8,317
-2,079
| -20% | -$194K | 0.33% | 34 |
|
|
2014
Q3 | $978K | Buy |
10,396
+2,079
| +25% | +$207K | 0.44% | 30 |
|
|
2014
Q2 | $837K | Hold |
8,317
| – | – | 0.37% | 30 |
|
|
2014
Q1 | $812K | Sell |
8,317
-26
| -0.3% | -$2.48K | 0.38% | 32 |
|
|
2013
Q4 | $844K | Hold |
8,343
| – | – | 0.39% | 32 |
|
|
2013
Q3 | $718K | Buy |
8,343
+3,126
| +60% | +$282K | 0.36% | 33 |
|
|
2013
Q2 | $471K | Buy |
+5,217
| New | +$469K | 0.25% | 36 |
|
Other funds holding XOM
America First Investment Advisors's XOM Position: Q3 2024 in Review
America First Investment Advisors sold out of ExxonMobil (XOM) in Q3 2024, closing a stake of 191 shares — an estimated $22K sold.
America First Investment Advisors first reported a position in XOM in Q2 2013 and held it in 36 quarters. The position peaked at $978K in Q3 2014. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.
- America First Investment Advisors reported no remaining ExxonMobil position as of Q3 2024 after selling out during the quarter.
- America First Investment Advisors sold 191 ExxonMobil shares in Q3 2024, an estimated $22K.
- America First Investment Advisors first reported a position in ExxonMobil in Q2 2013 and held it in 36 quarters.
- America First Investment Advisors's ExxonMobil position peaked at $978K in Q3 2014.
- 3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.
Based on America First Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.