Atria Investments’s Exxon Mobil XOM Stock Holding History

Atria Investments’s Portfolio XOM Stock Details XOM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$29.5M	Buy	273,640 +21,434	+8%	+$2.31M	0.35%	46
2025 Q1	$30M	Buy	252,206 +20,070	+9%	+$2.39M	0.38%	42
2024 Q4	$25M	Sell	232,136 -3,736	-2%	-$402K	0.31%	54
2024 Q3	$27.6M	Sell	235,872 -4,075	-2%	-$478K	0.34%	52
2024 Q2	$27.6M	Buy	239,947 +22,927	+11%	+$2.64M	0.36%	50
2024 Q1	$25.2M	Buy	217,020 +35,287	+19%	+$4.1M	0.35%	59
2023 Q4	$18.2M	Sell	181,733 -3,068	-2%	-$307K	0.28%	75
2023 Q3	$21.7M	Buy	184,801 +16,886	+10%	+$1.98M	0.39%	49
2023 Q2	$18M	Buy	167,915 +13,034	+8%	+$1.4M	0.33%	61
2023 Q1	$17M	Buy	154,881 +3,258	+2%	+$357K	0.32%	65
2022 Q4	$16.7M	Sell	151,623 -9,867	-6%	-$1.09M	0.34%	58
2022 Q3	$14.1M	Sell	161,490 -8,195	-5%	-$716K	0.31%	67
2022 Q2	$14.5M	Sell	169,685 -16,261	-9%	-$1.39M	0.3%	66
2022 Q1	$15.4M	Sell	185,946 -4,657	-2%	-$385K	0.27%	75
2021 Q4	$11.7M	Buy	190,603 +11,637	+7%	+$712K	0.21%	114
2021 Q3	$10.5M	Buy	178,966 +13,706	+8%	+$806K	0.19%	123
2021 Q2	$10.4M	Buy	165,260 +35,172	+27%	+$2.22M	0.2%	115
2021 Q1	$7.26M	Buy	130,088 +57,137	+78%	+$3.19M	0.16%	143
2020 Q4	$3.01M	Buy	72,951 +5,541	+8%	+$228K	0.07%	304
2020 Q3	$2.31M	Buy	67,410 +712	+1%	+$24.4K	0.07%	305
2020 Q2	$2.98M	Buy	66,698 +21,927	+49%	+$981K	0.1%	236
2020 Q1	$1.7M	Sell	44,771 -13,883	-24%	-$527K	0.13%	157
2019 Q4	$4.09M	Buy	58,654 +4,987	+9%	+$348K	0.11%	177
2019 Q3	$3.79M	Buy	53,667 +557	+1%	+$39.3K	0.14%	148
2019 Q2	$3.65M	Buy	53,110 +21,504	+68%	+$1.48M	0.14%	142
2019 Q1	$2.55M	Sell	31,606 -14,029	-31%	-$1.13M	0.11%	181
2018 Q4	$3.11M	Sell	45,635 -28,713	-39%	-$1.96M	0.14%	115
2018 Q3	$6.32M	Buy	74,348 +2,820	+4%	+$240K	0.25%	73
2018 Q2	$5.92M	Sell	71,528 -6,917	-9%	-$572K	0.26%	69
2018 Q1	$5.85M	Sell	78,445 -14,272	-15%	-$1.06M	0.28%	62
2017 Q4	$7.76M	Buy	92,717 +50,959	+122%	+$4.26M	0.39%	41
2017 Q3	$3.42M	Sell	41,758 -3,026	-7%	-$248K	0.19%	104
2017 Q2	$3.62M	Sell	44,784 -17,017	-28%	-$1.37M	0.22%	84
2017 Q1	$5.07M	Sell	61,801 -3,521	-5%	-$289K	0.33%	56
2016 Q4	$5.9M	Buy	65,322 +7,477	+13%	+$675K	0.45%	36
2016 Q3	$5.05M	Buy	57,845 +6,143	+12%	+$536K	0.46%	36
2016 Q2	$4.82M	Buy	51,702 +3,124	+6%	+$291K	0.52%	29
2016 Q1	$4.06M	Buy	48,578 +4,929	+11%	+$412K	0.46%	33
2015 Q4	$3.26M	Buy	43,649 +5,048	+13%	+$377K	0.36%	44
2015 Q3	$2.87M	Buy	38,601 +325	+0.8%	+$24.2K	0.4%	41
2015 Q2	$3.19M	Sell	38,276 -404	-1%	-$33.6K	0.37%	43
2015 Q1	$3.29M	Buy	38,680 +1,863	+5%	+$158K	0.37%	44
2014 Q4	$3.4M	Buy	36,817 +589	+2%	+$54.5K	0.36%	43
2014 Q3	$3.41M	Buy	36,228 +2,544	+8%	+$239K	0.35%	46
2014 Q2	$3.39M	Buy	33,684 +3,809	+13%	+$383K	0.34%	47
2014 Q1	$2.92M	Buy	29,875 +827	+3%	+$80.8K	0.3%	50
2013 Q4	$2.94M	Sell	29,048 -20,796	-42%	-$2.1M	0.29%	57
2013 Q3	$4.29M	Sell	49,844 -403	-0.8%	-$34.7K	0.45%	40
2013 Q2	$4.54M	Buy	+50,247	New	+$4.54M	0.55%	37