DAS
Dynamic Advisor Solutions’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
100,602
+2,366
| +2% | +$255K | 0.33% | 72 |
|
|
2025
Q1 | $11.7M | Buy |
98,236
+1,260
| +1% | +$150K | 0.39% | 65 |
|
|
2024
Q4 | $10.4M | Sell |
96,976
-9,342
| -9% | -$1M | 0.45% | 50 |
|
|
2024
Q3 | $12.5M | Sell |
106,318
-1,040
| -1% | -$122K | 0.37% | 65 |
|
|
2024
Q2 | $12.4M | Buy |
107,358
+50,544
| +89% | +$5.82M | 0.39% | 60 |
|
|
2024
Q1 | $6.6M | Buy |
56,814
+542
| +1% | +$63K | 0.22% | 114 |
|
|
2023
Q4 | $5.78M | Buy |
56,272
+5,661
| +11% | +$581K | 0.22% | 127 |
|
|
2023
Q3 | $5.95M | Sell |
50,611
-8,656
| -15% | -$1.02M | 0.28% | 96 |
|
|
2023
Q2 | $6.36M | Buy |
59,267
+6,024
| +11% | +$646K | 0.33% | 75 |
|
|
2023
Q1 | $5.84M | Buy |
53,243
+2,386
| +5% | +$262K | 0.34% | 77 |
|
|
2022
Q4 | $5.61M | Buy |
50,857
+2,224
| +5% | +$245K | 0.38% | 62 |
|
|
2022
Q3 | $4.25M | Buy |
48,633
+8,924
| +22% | +$779K | 0.32% | 69 |
|
|
2022
Q2 | $3.4M | Buy |
39,709
+677
| +2% | +$58K | 0.26% | 89 |
|
|
2022
Q1 | $3.22M | Sell |
39,032
-2,573
| -6% | -$213K | 0.22% | 106 |
|
|
2021
Q4 | $2.55M | Sell |
41,605
-1,339
| -3% | -$81.9K | 0.18% | 131 |
|
|
2021
Q3 | $2.53M | Sell |
42,944
-5,125
| -11% | -$301K | 0.19% | 133 |
|
|
2021
Q2 | $3.03M | Buy |
48,069
+793
| +2% | +$50K | 0.24% | 104 |
|
|
2021
Q1 | $2.64M | Buy |
47,276
+1,547
| +3% | +$86.4K | 0.25% | 104 |
|
|
2020
Q4 | $1.89M | Sell |
45,729
-907
| -2% | -$37.4K | 0.18% | 147 |
|
|
2020
Q3 | $1.6M | Sell |
46,636
-5,054
| -10% | -$174K | 0.18% | 142 |
|
|
2020
Q2 | $2.31M | Sell |
51,690
-4,489
| -8% | -$201K | 0.31% | 91 |
|
|
2020
Q1 | $2.13M | Buy |
56,179
+3,316
| +6% | +$126K | 0.39% | 67 |
|
|
2019
Q4 | $3.69M | Buy |
52,863
+4,041
| +8% | +$282K | 0.5% | 45 |
|
|
2019
Q3 | $3.45M | Sell |
48,822
-2,783
| -5% | -$196K | 0.54% | 45 |
|
|
2019
Q2 | $3.95M | Buy |
51,605
+12,838
| +33% | +$984K | 0.64% | 34 |
|
|
2019
Q1 | $3.13M | Buy |
38,767
+3,894
| +11% | +$315K | 0.59% | 41 |
|
|
2018
Q4 | $2.5M | Sell |
34,873
-22,976
| -40% | -$1.65M | 0.53% | 50 |
|
|
2018
Q3 | $4.92M | Buy |
57,849
+3,280
| +6% | +$279K | 1.02% | 14 |
|
|
2018
Q2 | $4.51M | Buy |
54,569
+26,778
| +96% | +$2.22M | 1.02% | 13 |
|
|
2018
Q1 | $2.07M | Buy |
27,791
+10,664
| +62% | +$795K | 0.53% | 48 |
|
|
2017
Q4 | $1.43M | Buy |
17,127
+1,164
| +7% | +$97.4K | 0.47% | 76 |
|
|
2017
Q3 | $1.31M | Sell |
15,963
-1,469
| -8% | -$120K | 0.52% | 66 |
|
|
2017
Q2 | $1.41M | Buy |
17,432
+5,538
| +47% | +$447K | 0.54% | 59 |
|
|
2017
Q1 | $975K | Sell |
11,894
-7,200
| -38% | -$590K | 0.38% | 80 |
|
|
2016
Q4 | $1.72M | Buy |
19,094
+981
| +5% | +$88.5K | 0.69% | 41 |
|
|
2016
Q3 | $1.58M | Buy |
18,113
+6,760
| +60% | +$590K | 0.6% | 48 |
|
|
2016
Q2 | $1.06M | Sell |
11,353
-58
| -0.5% | -$5.44K | 0.43% | 70 |
|
|
2016
Q1 | $954K | Buy |
11,411
+327
| +3% | +$27.3K | 0.41% | 65 |
|
|
2015
Q4 | $864K | Buy |
11,084
+3,000
| +37% | +$234K | 0.36% | 80 |
|
|
2015
Q3 | $601K | Buy |
8,084
+309
| +4% | +$23K | 0.3% | 86 |
|
|
2015
Q2 | $647K | Sell |
7,775
-249
| -3% | -$20.7K | 0.38% | 73 |
|
|
2015
Q1 | $682K | Buy |
8,024
+2,800
| +54% | +$238K | 0.34% | 84 |
|
|
2014
Q4 | $483K | Sell |
5,224
-539
| -9% | -$49.8K | 0.26% | 115 |
|
|
2014
Q3 | $542K | Sell |
5,763
-11,563
| -67% | -$1.09M | 0.29% | 99 |
|
|
2014
Q2 | $1.74M | Sell |
17,326
-390
| -2% | -$39.3K | 1.05% | 24 |
|
|
2014
Q1 | $1.73M | Sell |
17,716
-3,670
| -17% | -$358K | 1.18% | 20 |
|
|
2013
Q4 | $2.16M | Buy |
+21,386
| New | +$2.16M | 1.6% | 7 |
|