Avantax Advisory Services’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 | $82M | Buy |
760,847
+2,701
| +0.4% | +$291K | 0.45% | 31 |
|
|
2025
Q1 | $90.2M | Buy |
758,146
+35,665
| +5% | +$4.24M | 0.55% | 26 |
|
|
2024
Q4 | $77.7M | Buy |
722,481
+48,431
| +7% | +$5.21M | 0.49% | 28 |
|
|
2024
Q3 | $79M | Buy |
674,050
+16,995
| +3% | +$1.99M | 0.52% | 26 |
|
|
2024
Q2 | $75.6M | Buy |
657,055
+262,030
| +66% | +$30.2M | 0.54% | 25 |
|
|
2024
Q1 | $45.9M | Buy |
395,025
+20,691
| +6% | +$2.41M | 0.41% | 29 |
|
|
2023
Q4 | $37.4M | Buy |
374,334
+41,590
| +12% | +$4.16M | 0.37% | 32 |
|
|
2023
Q3 | $39.1M | Sell |
332,744
-31,280
| -9% | -$3.68M | 0.44% | 28 |
|
|
2023
Q2 | $39M | Buy |
364,024
+295
| +0.1% | +$31.6K | 0.45% | 29 |
|
|
2023
Q1 | $39.9M | Sell |
363,729
-29,490
| -7% | -$3.23M | 0.49% | 26 |
|
|
2022
Q4 | $43.4M | Buy |
393,219
+38,198
| +11% | +$4.21M | 0.58% | 22 |
|
|
2022
Q3 | $31M | Sell |
355,021
-51,498
| -13% | -$4.5M | 0.48% | 25 |
|
|
2022
Q2 | $34.8M | Buy |
406,519
+33,119
| +9% | +$2.84M | 0.52% | 23 |
|
|
2022
Q1 | $30.8M | Buy |
373,400
+18,673
| +5% | +$1.54M | 0.42% | 31 |
|
|
2021
Q4 | $21.7M | Buy |
354,727
+14,956
| +4% | +$915K | 0.33% | 47 |
|
|
2021
Q3 | $20M | Buy |
339,771
+27,031
| +9% | +$1.59M | 0.33% | 43 |
|
|
2021
Q2 | $19.7M | Buy |
312,740
+11,225
| +4% | +$708K | 0.36% | 43 |
|
|
2021
Q1 | $16.8M | Buy |
301,515
+24,708
| +9% | +$1.38M | 0.36% | 47 |
|
|
2020
Q4 | $11.4M | Sell |
276,807
-304,419
| -52% | -$12.5M | 0.27% | 59 |
|
|
2020
Q3 | $19.9M | Buy |
581,226
+347,639
| +149% | +$11.9M | 0.32% | 54 |
|
|
2020
Q2 | $10.4M | Buy |
233,587
+28,753
| +14% | +$1.28M | 0.3% | 56 |
|
|
2020
Q1 | $7.79M | Buy |
204,834
+32,872
| +19% | +$1.25M | 0.23% | 69 |
|
|
2019
Q4 | $12M | Buy |
171,962
+31,781
| +23% | +$2.22M | 0.28% | 56 |
|
|
2019
Q3 | $9.89M | Buy |
140,181
+10,947
| +8% | +$772K | 0.4% | 33 |
|
|
2019
Q2 | $9.9M | Buy |
129,234
+26,558
| +26% | +$2.04M | 0.44% | 30 |
|
|
2019
Q1 | $8.3M | Buy |
102,676
+18,753
| +22% | +$1.52M | 0.44% | 25 |
|
|
2018
Q4 | $5.72M | Buy |
+83,923
| New | +$5.72M | 0.96% | 23 |
|