Aptus Capital Advisors’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56.4M Buy
523,630
+362,937
+226% +$39.1M 0.46% 41
2025
Q1
$19.1M Sell
160,693
-372,221
-70% -$44.3M 0.2% 103
2024
Q4
$57.3M Buy
532,914
+167,560
+46% +$18M 0.6% 32
2024
Q3
$42.8M Buy
365,354
+54,623
+18% +$6.4M 0.64% 30
2024
Q2
$35.8M Buy
310,731
+67,923
+28% +$7.82M 0.63% 30
2024
Q1
$28.2M Buy
242,808
+34,073
+16% +$3.96M 0.53% 37
2023
Q4
$20.9M Sell
208,735
-1,799
-0.9% -$180K 0.57% 37
2023
Q3
$24.8M Buy
210,534
+6,053
+3% +$712K 0.67% 29
2023
Q2
$21.9M Sell
204,481
-11,048
-5% -$1.18M 0.53% 31
2023
Q1
$23.6M Buy
215,529
+20,564
+11% +$2.26M 0.63% 28
2022
Q4
$21.5M Buy
194,965
+44,185
+29% +$4.87M 0.66% 27
2022
Q3
$13.2M Buy
150,780
+45,358
+43% +$3.96M 0.32% 38
2022
Q2
$9.03M Buy
105,422
+30,451
+41% +$2.61M 0.23% 57
2022
Q1
$6.19M Buy
74,971
+13,404
+22% +$1.11M 0.15% 80
2021
Q4
$3.77M Buy
61,567
+6,291
+11% +$385K 0.11% 110
2021
Q3
$3.25M Sell
55,276
-22,411
-29% -$1.32M 0.08% 104
2021
Q2
$4.9M Buy
77,687
+6,658
+9% +$420K 0.14% 52
2021
Q1
$3.97M Sell
71,029
-225
-0.3% -$12.6K 0.14% 59
2020
Q4
$2.94M Buy
71,254
+1,865
+3% +$76.8K 0.13% 78
2020
Q3
$2.38M Buy
69,389
+10,765
+18% +$369K 0.13% 84
2020
Q2
$2.62M Buy
58,624
+49,021
+510% +$2.19M 0.16% 73
2020
Q1
$364K Sell
9,603
-74,925
-89% -$2.84M 0.03% 196
2019
Q4
$5.9M Buy
84,528
+38,669
+84% +$2.7M 0.42% 25
2019
Q3
$3.24M Buy
45,859
+29,276
+177% +$2.07M 0.18% 41
2019
Q2
$1.27M Sell
16,583
-56
-0.3% -$4.29K 0.18% 115
2019
Q1
$1.34M Buy
16,639
+12,556
+308% +$1.01M 0.23% 100
2018
Q4
$278K Buy
+4,083
New +$278K 0.07% 98