Arete Wealth 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 | $7.66M | Buy |
71,040
+1,415
| +2% | +$153K | 0.54% | 41 |
|
|
2025
Q1 | $8.28M | Buy |
69,625
+1,379
| +2% | +$164K | 0.63% | 36 |
|
|
2024
Q4 | $7.34M | Buy |
68,246
+12,694
| +23% | +$1.37M | 0.53% | 40 |
|
|
2024
Q3 | $6.5M | Sell |
55,552
-5,643
| -9% | -$660K | 0.56% | 37 |
|
|
2024
Q2 | $7.04M | Sell |
61,195
-8,882
| -13% | -$1.02M | 0.58% | 31 |
|
|
2024
Q1 | $8.15M | Sell |
70,077
-5,398
| -7% | -$627K | 0.75% | 24 |
|
|
2023
Q4 | $7.55M | Buy |
75,475
+893
| +1% | +$89.3K | 0.58% | 29 |
|
|
2023
Q3 | $8.77M | Buy |
74,582
+7,375
| +11% | +$867K | 1.52% | 11 |
|
|
2023
Q2 | $7.21M | Sell |
67,207
-947
| -1% | -$102K | 0.64% | 28 |
|
|
2023
Q1 | $7.47M | Buy |
68,154
+1,051
| +2% | +$115K | 0.61% | 27 |
|
|
2022
Q4 | $7.4B | Buy |
67,103
+7,954
| +13% | +$877M | 0.65% | 26 |
|
|
2022
Q3 | $5.16M | Buy |
59,149
+17,067
| +41% | +$1.49M | 0.51% | 41 |
|
|
2022
Q2 | $3.61M | Buy |
42,082
+12,804
| +44% | +$1.1M | 0.37% | 58 |
|
|
2022
Q1 | $2.42M | Buy |
29,278
+279
| +1% | +$23K | 0.2% | 99 |
|
|
2021
Q4 | $1.85M | Buy |
28,999
+6,082
| +27% | +$387K | 0.16% | 123 |
|
|
2021
Q3 | $1.36M | Sell |
22,917
-1,685
| -7% | -$100K | 0.15% | 134 |
|
|
2021
Q2 | $1.34M | Buy |
24,602
+157
| +0.6% | +$8.56K | 0.19% | 101 |
|
|
2021
Q1 | $1.38M | Buy |
24,445
+185
| +0.8% | +$10.4K | 0.18% | 120 |
|
|
2020
Q4 | $1M | Sell |
24,260
-17,038
| -41% | -$703K | 0.14% | 151 |
|
|
2020
Q3 | $1.37M | Sell |
41,298
-927
| -2% | -$30.7K | 0.21% | 116 |
|
|
2020
Q2 | $1.89M | Sell |
42,225
-162
| -0.4% | -$7.24K | 0.33% | 79 |
|
|
2020
Q1 | $1.6M | Sell |
42,387
-878
| -2% | -$33.1K | 0.31% | 76 |
|
|
2019
Q4 | $3.03M | Sell |
43,265
-2,657
| -6% | -$186K | 0.53% | 47 |
|
|
2019
Q3 | $3.24M | Sell |
45,922
-547
| -1% | -$38.6K | 0.62% | 33 |
|
|
2019
Q2 | $3.56M | Sell |
46,469
-1,309
| -3% | -$100K | 0.69% | 27 |
|
|
2019
Q1 | $3.86M | Buy |
47,778
+3,610
| +8% | +$292K | 0.81% | 19 |
|
|
2018
Q4 | $3.01M | Buy |
44,168
+2,530
| +6% | +$173K | 0.73% | 27 |
|
|
2018
Q3 | $3.54M | Sell |
41,638
-173
| -0.4% | -$14.7K | 0.79% | 25 |
|
|
2018
Q2 | $3.46M | Buy |
41,811
+25,887
| +163% | +$2.14M | 0.82% | 20 |
|
|
2018
Q1 | $1.19M | Sell |
15,924
-3,658
| -19% | -$273K | 0.39% | 53 |
|
|
2017
Q4 | $1.64M | Buy |
19,582
+117
| +0.6% | +$9.79K | 0.53% | 35 |
|
|
2017
Q3 | $1.6M | Buy |
19,465
+262
| +1% | +$21.5K | 0.64% | 41 |
|
|
2017
Q2 | $1.55M | Buy |
19,203
+6,575
| +52% | +$531K | 0.71% | 40 |
|
|
2017
Q1 | $1.04M | Buy |
12,628
+3
| +0% | +$246 | 0.45% | 55 |
|
|
2016
Q4 | $1.14M | Buy |
12,625
+2,251
| +22% | +$203K | 0.53% | 49 |
|
|
2016
Q3 | $905K | Buy |
10,374
+7,309
| +238% | +$638K | 0.52% | 44 |
|
|
2016
Q2 | $287K | Sell |
3,065
-751
| -20% | -$70.3K | 0.18% | 105 |
|
|
2016
Q1 | $319K | Sell |
3,816
-236
| -6% | -$19.7K | 0.19% | 100 |
|
|
2015
Q4 | $316K | Buy |
4,052
+329
| +9% | +$25.7K | 0.19% | 88 |
|
|
2015
Q3 | $277K | Buy |
3,723
+55
| +1% | +$4.09K | 0.22% | 90 |
|
|
2015
Q2 | $305K | Buy |
3,668
+9
| +0.2% | +$748 | 0.21% | 102 |
|
|
2015
Q1 | $311K | Buy |
3,659
+872
| +31% | +$74.1K | 0.2% | 104 |
|
|
2014
Q4 | $258K | Sell |
2,787
-1,722
| -38% | -$159K | 0.18% | 104 |
|
|
2014
Q3 | $424K | Sell |
4,509
-71
| -2% | -$6.68K | 0.32% | 74 |
|
|
2014
Q2 | $461K | Sell |
4,580
-399
| -8% | -$40.2K | 0.36% | 71 |
|
|
2014
Q1 | $486K | Sell |
4,979
-100
| -2% | -$9.76K | 0.45% | 59 |
|
|
2013
Q4 | $513K | Buy |
+5,079
| New | +$513K | 0.51% | 50 |
|