CA
Cetera Advisors’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $42M | Buy |
361,681
+154,794
| +75% | +$18M | 0.33% | 56 |
|
2023
Q4 | $20.7M | Buy |
206,887
+8,019
| +4% | +$802K | 0.29% | 78 |
|
2023
Q3 | $23.4M | Sell |
198,868
-20,841
| -9% | -$2.45M | 0.37% | 54 |
|
2023
Q2 | $23.6M | Buy |
219,709
+1,998
| +0.9% | +$214K | 0.37% | 50 |
|
2023
Q1 | $23.9M | Sell |
217,711
-25,829
| -11% | -$2.83M | 0.4% | 48 |
|
2022
Q4 | $26.9M | Sell |
243,540
-9,499
| -4% | -$1.05M | 0.49% | 41 |
|
2022
Q3 | $22.1M | Buy |
253,039
+18,127
| +8% | +$1.58M | 0.58% | 33 |
|
2022
Q2 | $20.1M | Sell |
234,912
-4,823
| -2% | -$413K | 0.46% | 42 |
|
2022
Q1 | $19.8M | Buy |
239,735
+31,509
| +15% | +$2.6M | 0.4% | 46 |
|
2021
Q4 | $12.7M | Buy |
208,226
+15,333
| +8% | +$938K | 0.26% | 80 |
|
2021
Q3 | $11.3M | Sell |
192,893
-2,472
| -1% | -$145K | 0.22% | 93 |
|
2021
Q2 | $12.3M | Buy |
195,365
+31,950
| +20% | +$2.02M | 0.29% | 74 |
|
2021
Q1 | $9.12M | Sell |
163,415
-2,581
| -2% | -$144K | 0.25% | 83 |
|
2020
Q4 | $6.84M | Buy |
165,996
+5,263
| +3% | +$217K | 0.22% | 97 |
|
2020
Q3 | $5.52M | Sell |
160,733
-368
| -0.2% | -$12.6K | 0.21% | 101 |
|
2020
Q2 | $7.2M | Buy |
161,101
+6,711
| +4% | +$300K | 0.31% | 64 |
|
2020
Q1 | $5.86M | Buy |
154,390
+4,247
| +3% | +$161K | 0.31% | 63 |
|
2019
Q4 | $10.5M | Sell |
150,143
-24,632
| -14% | -$1.72M | 0.45% | 36 |
|
2019
Q3 | $12.3M | Sell |
174,775
-10,856
| -6% | -$766K | 0.54% | 34 |
|
2019
Q2 | $14.2M | Sell |
185,631
-4,138
| -2% | -$317K | 0.63% | 26 |
|
2019
Q1 | $15.3M | Buy |
189,769
+33
| +0% | +$2.67K | 0.76% | 23 |
|
2018
Q4 | $12.9M | Sell |
189,736
-33,088
| -15% | -$2.26M | 0.76% | 21 |
|
2018
Q3 | $19M | Buy |
222,824
+35,775
| +19% | +$3.05M | 0.93% | 15 |
|
2018
Q2 | $15.5M | Sell |
187,049
-5,221
| -3% | -$432K | 0.89% | 16 |
|
2018
Q1 | $14.3M | Sell |
192,270
-10,649
| -5% | -$793K | 0.86% | 16 |
|
2017
Q4 | $17M | Sell |
202,919
-174
| -0.1% | -$14.6K | 1.04% | 13 |
|
2017
Q3 | $16.6M | Sell |
203,093
-4,257
| -2% | -$349K | 1% | 13 |
|
2017
Q2 | $16.7M | Buy |
207,350
+8,910
| +4% | +$719K | 1.05% | 13 |
|
2017
Q1 | $16.3M | Buy |
198,440
+49,405
| +33% | +$4.05M | 1.09% | 13 |
|
2016
Q4 | $13.5M | Sell |
149,035
-6,488
| -4% | -$586K | 1.01% | 15 |
|
2016
Q3 | $13.6M | Sell |
155,523
-510
| -0.3% | -$44.5K | 1.04% | 13 |
|
2016
Q2 | $14.6M | Sell |
156,033
-23,980
| -13% | -$2.25M | 1.13% | 12 |
|
2016
Q1 | $15M | Buy |
180,013
+8,036
| +5% | +$671K | 1.26% | 13 |
|
2015
Q4 | $13.4M | Buy |
171,977
+18,823
| +12% | +$1.47M | 1.13% | 12 |
|
2015
Q3 | $11.4M | Buy |
153,154
+2,750
| +2% | +$204K | 1.08% | 14 |
|
2015
Q2 | $12.5M | Buy |
150,404
+11,719
| +8% | +$973K | 1.06% | 13 |
|
2015
Q1 | $11.8M | Sell |
138,685
-1,422
| -1% | -$121K | 1.09% | 11 |
|
2014
Q4 | $12.9M | Sell |
140,107
-5,023
| -3% | -$464K | 1.26% | 12 |
|
2014
Q3 | $13.6M | Buy |
145,130
+20,271
| +16% | +$1.9M | 1.04% | 10 |
|
2014
Q2 | $12.6M | Buy |
124,859
+2,823
| +2% | +$284K | 1.41% | 9 |
|
2014
Q1 | $11.9M | Buy |
122,036
+5,238
| +4% | +$512K | 1.64% | 9 |
|
2013
Q4 | $11.8M | Sell |
116,798
-663
| -0.6% | -$67.1K | 1.75% | 8 |
|
2013
Q3 | $10.1M | Buy |
117,461
+31
| +0% | +$2.67K | 1.8% | 8 |
|
2013
Q2 | $10.6M | Buy |
+117,430
| New | +$10.6M | 2.21% | 6 |
|