AAS
Annex Advisory Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
14,477
-2,030
| -12% | -$219K | 0.04% | 139 |
|
|
2025
Q1 | $1.96M | Sell |
16,507
-6
| -0% | -$714 | 0.06% | 124 |
|
|
2024
Q4 | $1.78M | Buy |
16,513
+3,287
| +25% | +$354K | 0.05% | 125 |
|
|
2024
Q3 | $1.55M | Sell |
13,226
-108
| -0.8% | -$12.7K | 0.05% | 123 |
|
|
2024
Q2 | $1.54M | Sell |
13,334
-2,258
| -14% | -$260K | 0.05% | 110 |
|
|
2024
Q1 | $1.81M | Buy |
15,592
+2,495
| +19% | +$290K | 0.06% | 106 |
|
|
2023
Q4 | $1.31M | Sell |
13,097
-43
| -0.3% | -$4.3K | 0.05% | 112 |
|
|
2023
Q3 | $1.55M | Sell |
13,140
-910
| -6% | -$107K | 0.09% | 92 |
|
|
2023
Q2 | $1.51M | Buy |
14,050
+923
| +7% | +$99K | 0.08% | 93 |
|
|
2023
Q1 | $1.44M | Sell |
13,127
-901
| -6% | -$98.8K | 0.08% | 96 |
|
|
2022
Q4 | $1.55M | Buy |
14,028
+1,425
| +11% | +$157K | 0.09% | 100 |
|
|
2022
Q3 | $1.1M | Sell |
12,603
-1,925
| -13% | -$168K | 0.07% | 111 |
|
|
2022
Q2 | $1.24M | Buy |
14,528
+2,337
| +19% | +$200K | 0.09% | 118 |
|
|
2022
Q1 | $1.01M | Buy |
12,191
+60
| +0.5% | +$4.96K | 0.07% | 128 |
|
|
2021
Q4 | $742K | Buy |
12,131
+4,230
| +54% | +$259K | 0.05% | 134 |
|
|
2021
Q3 | $464K | Sell |
7,901
-2,240
| -22% | -$132K | 0.04% | 145 |
|
|
2021
Q2 | $640K | Sell |
10,141
-63
| -0.6% | -$3.98K | 0.05% | 135 |
|
|
2021
Q1 | $570K | Sell |
10,204
-820
| -7% | -$45.8K | 0.05% | 132 |
|
|
2020
Q4 | $454K | Sell |
11,024
-729
| -6% | -$30K | 0.04% | 134 |
|
|
2020
Q3 | $403K | Sell |
11,753
-1,053
| -8% | -$36.1K | 0.05% | 95 |
|
|
2020
Q2 | $573K | Buy |
12,806
+895
| +8% | +$40K | 0.08% | 77 |
|
|
2020
Q1 | $452K | Buy |
11,911
+720
| +6% | +$27.3K | 0.06% | 85 |
|
|
2019
Q4 | $781K | Sell |
11,191
-632
| -5% | -$44.1K | 0.09% | 74 |
|
|
2019
Q3 | $834K | Buy |
11,823
+1,156
| +11% | +$81.5K | 0.11% | 71 |
|
|
2019
Q2 | $817K | Buy |
10,667
+233
| +2% | +$17.8K | 0.12% | 72 |
|
|
2019
Q1 | $843K | Buy |
10,434
+2,027
| +24% | +$164K | 0.13% | 71 |
|
|
2018
Q4 | $573K | Sell |
8,407
-276
| -3% | -$18.8K | 0.09% | 81 |
|
|
2018
Q3 | $738K | Sell |
8,683
-802
| -8% | -$68.2K | 0.11% | 75 |
|
|
2018
Q2 | $785K | Sell |
9,485
-375
| -4% | -$31K | 0.13% | 73 |
|
|
2018
Q1 | $736K | Sell |
9,860
-167
| -2% | -$12.5K | 0.13% | 77 |
|
|
2017
Q4 | $839K | Buy |
10,027
+107
| +1% | +$8.95K | 0.16% | 67 |
|
|
2017
Q3 | $813K | Sell |
9,920
-1,072
| -10% | -$87.9K | 0.17% | 64 |
|
|
2017
Q2 | $887K | Buy |
10,992
+165
| +2% | +$13.3K | 0.2% | 52 |
|
|
2017
Q1 | $888K | Buy |
10,827
+305
| +3% | +$25K | 0.22% | 40 |
|
|
2016
Q4 | $950K | Buy |
10,522
+2,253
| +27% | +$203K | 0.23% | 37 |
|
|
2016
Q3 | $722K | Buy |
8,269
+623
| +8% | +$54.4K | 0.19% | 45 |
|
|
2016
Q2 | $717K | Buy |
7,646
+685
| +10% | +$64.2K | 0.19% | 42 |
|
|
2016
Q1 | $582K | Buy |
6,961
+97
| +1% | +$8.11K | 0.17% | 60 |
|
|
2015
Q4 | $535K | Sell |
6,864
-280
| -4% | -$21.8K | 0.16% | 66 |
|
|
2015
Q3 | $531K | Buy |
7,144
+1,313
| +23% | +$97.6K | 0.17% | 52 |
|
|
2015
Q2 | $485K | Buy |
5,831
+55
| +1% | +$4.58K | 0.16% | 46 |
|
|
2015
Q1 | $491K | Buy |
5,776
+217
| +4% | +$18.4K | 0.16% | 41 |
|
|
2014
Q4 | $514K | Sell |
5,559
-1,280
| -19% | -$118K | 0.16% | 35 |
|
|
2014
Q3 | $643K | Buy |
6,839
+1,280
| +23% | +$120K | 0.22% | 32 |
|
|
2014
Q2 | $560K | Buy |
5,559
+23
| +0.4% | +$2.32K | 0.19% | 36 |
|
|
2014
Q1 | $541K | Sell |
5,536
-226
| -4% | -$22.1K | 0.2% | 38 |
|
|
2013
Q4 | $583K | Sell |
5,762
-628
| -10% | -$63.5K | 0.22% | 38 |
|
|
2013
Q3 | $550K | Buy |
6,390
+1,091
| +21% | +$93.9K | 0.26% | 49 |
|
|
2013
Q2 | $479K | Buy |
+5,299
| New | +$479K | 0.26% | 55 |
|