CA
Clearstead Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Buy |
223,178
+23,966
| +12% | +$2.58M | 0.34% | 60 |
|
|
2025
Q1 | $23.7M | Buy |
199,212
+8,714
| +5% | +$1.04M | 0.37% | 58 |
|
|
2024
Q4 | $20.5M | Sell |
190,498
-15,950
| -8% | -$1.72M | 0.31% | 74 |
|
|
2024
Q3 | $24.2M | Buy |
206,448
+11,542
| +6% | +$1.35M | 0.38% | 56 |
|
|
2024
Q2 | $22.4M | Buy |
194,906
+86,125
| +79% | +$9.91M | 0.38% | 54 |
|
|
2024
Q1 | $12.8M | Buy |
108,781
+401
| +0.4% | +$47.3K | 0.64% | 32 |
|
|
2023
Q4 | $10.8M | Sell |
108,380
-128,274
| -54% | -$12.8M | 0.58% | 37 |
|
|
2023
Q3 | $27.8M | Buy |
236,654
+130,151
| +122% | +$15.3M | 0.81% | 29 |
|
|
2023
Q2 | $11.4M | Buy |
106,503
+17,680
| +20% | +$1.9M | 0.69% | 30 |
|
|
2023
Q1 | $9.74M | Buy |
88,823
+5,681
| +7% | +$623K | 0.71% | 29 |
|
|
2022
Q4 | $9.17M | Sell |
83,142
-14,825
| -15% | -$1.64M | 0.72% | 30 |
|
|
2022
Q3 | $8.55M | Sell |
97,967
-16,397
| -14% | -$1.43M | 0.79% | 27 |
|
|
2022
Q2 | $9.79M | Buy |
114,364
+703
| +0.6% | +$60.2K | 0.76% | 30 |
|
|
2022
Q1 | $9.39M | Buy |
113,661
+642
| +0.6% | +$53K | 0.64% | 32 |
|
|
2021
Q4 | $6.92M | Sell |
113,019
-1,571
| -1% | -$96.1K | 0.47% | 44 |
|
|
2021
Q3 | $6.74M | Sell |
114,590
-12,684
| -10% | -$746K | 0.5% | 42 |
|
|
2021
Q2 | $8.03M | Sell |
127,274
-602
| -0.5% | -$38K | 0.62% | 34 |
|
|
2021
Q1 | $7.14M | Buy |
127,876
+142
| +0.1% | +$7.93K | 0.59% | 37 |
|
|
2020
Q4 | $5.27M | Sell |
127,734
-24,472
| -16% | -$1.01M | 0.48% | 44 |
|
|
2020
Q3 | $5.23M | Sell |
152,206
-23,225
| -13% | -$797K | 0.56% | 38 |
|
|
2020
Q2 | $7.85M | Buy |
175,431
+17,724
| +11% | +$793K | 0.91% | 23 |
|
|
2020
Q1 | $5.99M | Sell |
157,707
-5,835
| -4% | -$222K | 0.87% | 22 |
|
|
2019
Q4 | $11.4M | Sell |
163,542
-7,418
| -4% | -$518K | 1.38% | 15 |
|
|
2019
Q3 | $12.1M | Sell |
170,960
-5,130
| -3% | -$362K | 1.62% | 14 |
|
|
2019
Q2 | $13.5M | Sell |
176,090
-4,239
| -2% | -$325K | 1.8% | 13 |
|
|
2019
Q1 | $14.6M | Sell |
180,329
-9,527
| -5% | -$770K | 2.01% | 11 |
|
|
2018
Q4 | $12.9M | Buy |
189,856
+4,946
| +3% | +$337K | 2.02% | 11 |
|
|
2018
Q3 | $15.7M | Sell |
184,910
-1,307
| -0.7% | -$111K | 2.16% | 12 |
|
|
2018
Q2 | $15.4M | Sell |
186,217
-2,758
| -1% | -$228K | 2.2% | 10 |
|
|
2018
Q1 | $14.1M | Buy |
188,975
+5,602
| +3% | +$418K | 2.04% | 11 |
|
|
2017
Q4 | $15.3M | Sell |
183,373
-16,821
| -8% | -$1.41M | 2.08% | 11 |
|
|
2017
Q3 | $16.4M | Sell |
200,194
-1,324
| -0.7% | -$109K | 2.14% | 10 |
|
|
2017
Q2 | $16.3M | Buy |
201,518
+9,658
| +5% | +$780K | 2.38% | 9 |
|
|
2017
Q1 | $15.7M | Buy |
191,860
+2,848
| +2% | +$234K | 2.29% | 9 |
|
|
2016
Q4 | $17.1M | Buy |
+189,012
| New | +$17.1M | 2.76% | 5 |
|