Domani Wealth’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.31M | Sell |
11,920
-333
| -3% | -$36.8K | 0.3% | 39 |
|
|
2022
Q4 | $1.35M | Buy |
12,253
+295
| +2% | +$31.6K | 0.34% | 38 |
|
|
2022
Q3 | $1.04M | Buy |
11,958
+383
| +3% | +$35K | 0.31% | 36 |
|
|
2022
Q2 | $991K | Hold |
11,575
| – | – | 0.27% | 40 |
|
|
2022
Q1 | $956K | Sell |
11,575
-50
| -0.4% | -$3.89K | 0.21% | 50 |
|
|
2021
Q4 | $711K | Buy |
11,625
+1,209
| +12% | +$75.6K | 0.14% | 59 |
|
|
2021
Q3 | $613K | Hold |
10,416
| – | – | 0.13% | 64 |
|
|
2021
Q2 | $657K | Buy |
10,416
+130
| +1% | +$7.76K | 0.13% | 59 |
|
|
2021
Q1 | $574K | Sell |
10,286
-627
| -6% | -$32.9K | 0.11% | 66 |
|
|
2020
Q4 | $450K | Sell |
10,913
-5,678
| -34% | -$213K | 0.09% | 75 |
|
|
2020
Q3 | $570K | Buy |
16,591
+2,985
| +22% | +$122K | 0.13% | 69 |
|
|
2020
Q2 | $608K | Sell |
13,606
-2,973
| -18% | -$133K | 0.14% | 63 |
|
|
2020
Q1 | $630K | Buy |
16,579
+109
| +0.7% | +$6.02K | 0.17% | 61 |
|
|
2019
Q4 | $1.15M | Sell |
16,470
-126
| -0.8% | -$8.71K | 0.38% | 33 |
|
|
2019
Q3 | $1.17M | Sell |
16,596
-118
| -0.7% | -$8.53K | 0.43% | 32 |
|
|
2019
Q2 | $1.28M | Sell |
16,714
-100
| -0.6% | -$7.74K | 0.48% | 32 |
|
|
2019
Q1 | $1.36M | Buy |
16,814
+837
| +5% | +$63.8K | 0.55% | 32 |
|
|
2018
Q4 | $1.09M | Sell |
15,977
-244
| -2% | -$19.1K | 0.51% | 30 |
|
|
2018
Q3 | $1.38M | Sell |
16,221
-3,073
| -16% | -$251K | 0.59% | 27 |
|
|
2018
Q2 | $1.6M | Buy |
19,294
+1,208
| +7% | +$96.2K | 0.73% | 26 |
|
|
2018
Q1 | $1.35M | Buy |
18,086
+635
| +4% | +$50.8K | 0.58% | 31 |
|
|
2017
Q4 | $1.46M | Hold |
17,451
| – | – | 0.64% | 30 |
|
|
2017
Q3 | $1.43M | Sell |
17,451
-200
| -1% | -$15.9K | 0.62% | 29 |
|
|
2017
Q2 | $1.43M | Sell |
17,651
-213
| -1% | -$17.4K | 0.59% | 31 |
|
|
2017
Q1 | $1.47M | Buy |
17,864
+578
| +3% | +$48.3K | 0.59% | 31 |
|
|
2016
Q4 | $1.56M | Sell |
17,286
-1,431
| -8% | -$125K | 0.63% | 32 |
|
|
2016
Q3 | $1.63M | Sell |
18,717
-135
| -0.7% | -$12K | 0.62% | 32 |
|
|
2016
Q2 | $1.77M | Sell |
18,852
-2,068
| -10% | -$183K | 0.69% | 33 |
|
|
2016
Q1 | $1.75M | Buy |
20,920
+168
| +0.8% | +$13.5K | 0.66% | 31 |
|
|
2015
Q4 | $1.62M | Sell |
20,752
-6,337
| -23% | -$507K | 0.63% | 33 |
|
|
2015
Q3 | $2.01M | Buy |
27,089
+57
| +0.2% | +$4.39K | 1.09% | 21 |
|
|
2015
Q2 | $2.25M | Buy |
27,032
+24,770
| +1,095% | +$2.13M | 1.23% | 20 |
|
|
2015
Q1 | $26.6K | Buy |
+2,262
| New | +$201K | 0.4% | 32 |
|
Other funds holding XOM
Domani Wealth's XOM Position: Q1 2023 in Review
Domani Wealth reduced its ExxonMobil (XOM) stake by 2.7% in Q1 2023, selling an estimated $36.8K and leaving 11,920 shares worth $1.31M. The position accounts for 0.3% of the portfolio, ranked #39.
Domani Wealth first reported a position in XOM in Q1 2015 and has held it in 33 quarters since. The position peaked at $2.25M in Q2 2015. 3,515 funds tracked by Wall St. Rank hold XOM as of Q1 2023.
- Domani Wealth held 11,920 shares of ExxonMobil worth $1.31M as of Q1 2023.
- Domani Wealth sold 333 ExxonMobil shares in Q1 2023, an estimated $36.8K.
- ExxonMobil made up 0.3% of Domani Wealth's portfolio in Q1 2023, its #39 holding.
- Domani Wealth first reported a position in ExxonMobil in Q1 2015 and has held it in 33 quarters since.
- Domani Wealth's ExxonMobil position peaked at $2.25M in Q2 2015.
- 3,515 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.
Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.