Cetera Investment Advisers’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $163M | Buy |
1,513,569
+49,370
| +3% | +$5.32M | 0.28% | 71 |
|
2025
Q1 | $174M | Buy |
1,464,199
+148,815
| +11% | +$17.7M | 0.34% | 51 |
|
2024
Q4 | $141M | Buy |
1,315,384
+46,469
| +4% | +$5M | 0.3% | 65 |
|
2024
Q3 | $149M | Buy |
1,268,915
+24,660
| +2% | +$2.89M | 0.33% | 59 |
|
2024
Q2 | $143M | Buy |
1,244,255
+9,900
| +0.8% | +$1.14M | 0.33% | 56 |
|
2024
Q1 | $143M | Buy |
1,234,355
+816,835
| +196% | +$94.9M | 0.34% | 51 |
|
2023
Q4 | $41.7M | Buy |
417,520
+3,774
| +0.9% | +$377K | 0.34% | 48 |
|
2023
Q3 | $48.6M | Buy |
413,746
+6,649
| +2% | +$782K | 0.42% | 39 |
|
2023
Q2 | $43.7M | Sell |
407,097
-1,679
| -0.4% | -$180K | 0.37% | 43 |
|
2023
Q1 | $44.8M | Sell |
408,776
-876
| -0.2% | -$96.1K | 0.39% | 42 |
|
2022
Q4 | $45.2M | Buy |
409,652
+84,830
| +26% | +$9.36M | 0.42% | 41 |
|
2022
Q3 | $28.4M | Sell |
324,822
-58,512
| -15% | -$5.11M | 0.57% | 25 |
|
2022
Q2 | $32.8M | Buy |
383,334
+29,392
| +8% | +$2.52M | 0.52% | 31 |
|
2022
Q1 | $29.2M | Sell |
353,942
-862
| -0.2% | -$71.2K | 0.42% | 40 |
|
2021
Q4 | $21.7M | Buy |
354,804
+14,658
| +4% | +$897K | 0.31% | 59 |
|
2021
Q3 | $20M | Buy |
340,146
+408
| +0.1% | +$24K | 0.32% | 57 |
|
2021
Q2 | $21.4M | Buy |
339,738
+30,998
| +10% | +$1.96M | 0.34% | 53 |
|
2021
Q1 | $17.2M | Buy |
308,740
+19,283
| +7% | +$1.08M | 0.34% | 60 |
|
2020
Q4 | $11.9M | Buy |
289,457
+186,183
| +180% | +$7.67M | 0.24% | 94 |
|
2020
Q3 | $3.55M | Buy |
103,274
+5,274
| +5% | +$181K | 0.29% | 84 |
|
2020
Q2 | $4.38M | Buy |
98,000
+15,187
| +18% | +$679K | 0.41% | 56 |
|
2020
Q1 | $3.14M | Buy |
82,813
+9,775
| +13% | +$371K | 0.38% | 69 |
|
2019
Q4 | $5.1M | Buy |
73,038
+3,190
| +5% | +$223K | 0.51% | 47 |
|
2019
Q3 | $4.94M | Buy |
69,848
+1,336
| +2% | +$94.5K | 0.6% | 36 |
|
2019
Q2 | $5.25M | Buy |
68,512
+1,890
| +3% | +$145K | 0.68% | 31 |
|
2019
Q1 | $5.38M | Buy |
66,622
+18,380
| +38% | +$1.48M | 0.76% | 22 |
|
2018
Q4 | $3.3M | Buy |
48,242
+966
| +2% | +$66.1K | 0.54% | 43 |
|
2018
Q3 | $4.04M | Buy |
47,276
+3,107
| +7% | +$265K | 0.58% | 40 |
|
2018
Q2 | $3.66M | Buy |
44,169
+2,140
| +5% | +$177K | 0.64% | 38 |
|
2018
Q1 | $3.13M | Buy |
42,029
+2,265
| +6% | +$169K | 0.59% | 41 |
|
2017
Q4 | $3.33M | Sell |
39,764
-1,860
| -4% | -$156K | 0.61% | 38 |
|
2017
Q3 | $3.41M | Buy |
41,624
+4,435
| +12% | +$363K | 0.75% | 25 |
|
2017
Q2 | $3M | Buy |
37,189
+4,033
| +12% | +$325K | 0.73% | 25 |
|
2017
Q1 | $2.71M | Buy |
33,156
+5,778
| +21% | +$473K | 0.75% | 23 |
|
2016
Q4 | $2.47M | Buy |
27,378
+1,518
| +6% | +$137K | 0.82% | 23 |
|
2016
Q3 | $2.25M | Sell |
25,860
-9,268
| -26% | -$807K | 0.97% | 24 |
|
2016
Q2 | $3.29M | Buy |
35,128
+2,934
| +9% | +$275K | 1.29% | 12 |
|
2016
Q1 | $2.69M | Buy |
32,194
+6,595
| +26% | +$551K | 1.16% | 20 |
|
2015
Q4 | $2M | Buy |
+25,599
| New | +$2M | 0.92% | 23 |
|