Financial Advisory Group’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.68M | Buy |
23,075
+36
| +0.2% | +$3.77K | 0.47% | 27 |
|
|
2023
Q4 | $2.3M | Buy |
23,039
+1,697
| +8% | +$178K | 0.44% | 30 |
|
|
2023
Q3 | $2.51M | Sell |
21,342
-52
| -0.2% | -$5.7K | 0.52% | 27 |
|
|
2023
Q2 | $2.29M | Sell |
21,394
-24
| -0.1% | -$2.62K | 0.45% | 31 |
|
|
2023
Q1 | $2.35M | Sell |
21,418
-100
| -0.5% | -$11.1K | 0.47% | 28 |
|
|
2022
Q4 | $2.37M | Sell |
21,518
-682
| -3% | -$73.1K | 0.5% | 26 |
|
|
2022
Q3 | $1.94M | Sell |
22,200
-45
| -0.2% | -$4.11K | 0.44% | 30 |
|
|
2022
Q2 | $1.91M | Sell |
22,245
-323
| -1% | -$29.1K | 0.4% | 33 |
|
|
2022
Q1 | $1.86M | Sell |
22,568
-69
| -0.3% | -$5.36K | 0.36% | 30 |
|
|
2021
Q4 | $1.39M | Sell |
22,637
-161
| -0.7% | -$10.1K | 0.27% | 38 |
|
|
2021
Q3 | $1.34M | Hold |
22,798
| – | – | 0.3% | 37 |
|
|
2021
Q2 | $1.44M | Sell |
22,798
-950
| -4% | -$56.7K | 0.34% | 32 |
|
|
2021
Q1 | $1.33M | Sell |
23,748
-1,160
| -5% | -$60.8K | 0.34% | 32 |
|
|
2020
Q4 | $1.03M | Sell |
24,908
-920
| -4% | -$34.5K | 0.27% | 36 |
|
|
2020
Q3 | $887K | Sell |
25,828
-740
| -3% | -$30.3K | 0.29% | 33 |
|
|
2020
Q2 | $1.19M | Hold |
26,568
| – | – | 0.41% | 29 |
|
|
2020
Q1 | $1.01M | Sell |
26,568
-1,430
| -5% | -$79K | 0.33% | 30 |
|
|
2019
Q4 | $1.95M | Sell |
27,998
-500
| -2% | -$34.6K | 0.51% | 24 |
|
|
2019
Q3 | $2.01M | Sell |
28,498
-224
| -0.8% | -$16.2K | 0.56% | 22 |
|
|
2019
Q2 | $2.17M | Buy |
28,722
+5,779
| +25% | +$447K | 0.57% | 22 |
|
|
2019
Q1 | $1.85M | Sell |
22,943
-200
| -0.9% | -$15.2K | 0.51% | 26 |
|
|
2018
Q4 | $1.58M | Buy |
23,143
+100
| +0.4% | +$7.85K | 0.48% | 25 |
|
|
2018
Q3 | $1.96M | Hold |
23,043
| – | – | 0.52% | 19 |
|
|
2018
Q2 | $1.91M | Sell |
23,043
-125
| -0.5% | -$9.96K | 0.53% | 19 |
|
|
2018
Q1 | $1.73M | Sell |
23,168
-4,906
| -17% | -$392K | 0.52% | 19 |
|
|
2017
Q4 | $2.35M | Sell |
28,074
-1,652
| -6% | -$137K | 0.7% | 14 |
|
|
2017
Q3 | $2.44M | Sell |
29,726
-3,706
| -11% | -$294K | 0.83% | 12 |
|
|
2017
Q2 | $2.7M | Sell |
33,432
-1,190
| -3% | -$97.4K | 0.91% | 12 |
|
|
2017
Q1 | $2.84M | Buy |
34,622
+8
| +0% | +$668 | 0.98% | 12 |
|
|
2016
Q4 | $3.12M | Buy |
34,614
+208
| +0.6% | +$18.2K | 1.2% | 13 |
|
|
2016
Q3 | $3M | Buy |
34,406
+32
| +0.1% | +$2.84K | 1.29% | 12 |
|
|
2016
Q2 | $3.22M | Buy |
34,374
+408
| +1% | +$36.1K | 1.57% | 11 |
|
|
2016
Q1 | $836K | Sell |
33,966
-1,705
| -5% | -$137K | 0.41% | 27 |
|
|
2015
Q4 | $2.78M | Buy |
35,671
+5,403
| +18% | +$432K | 1.34% | 13 |
|
|
2015
Q3 | $2.25M | Sell |
30,268
-852
| -3% | -$65.6K | 1.12% | 14 |
|
|
2015
Q2 | $2.59M | Buy |
31,120
+217
| +0.7% | +$18.7K | 1.29% | 12 |
|
|
2015
Q1 | $2.63M | Sell |
30,903
-1,349
| -4% | -$120K | 1.28% | 13 |
|
|
2014
Q4 | $2.98M | Sell |
32,252
-475
| -1% | -$44.3K | 1.56% | 12 |
|
|
2014
Q3 | $3.08M | Buy |
32,727
+92
| +0.3% | +$9.16K | 1.72% | 12 |
|
|
2014
Q2 | $3.29M | Sell |
32,635
-2,569
| -7% | -$259K | 1.87% | 10 |
|
|
2014
Q1 | $3.44M | Sell |
35,204
-2,105
| -6% | -$201K | 1.92% | 13 |
|
|
2013
Q4 | $3.78M | Buy |
37,309
+2,027
| +6% | +$187K | 2.15% | 12 |
|
|
2013
Q3 | $3.04M | Sell |
35,282
-240
| -0.7% | -$21.6K | 1.9% | 13 |
|
|
2013
Q2 | $3.21M | Buy |
+35,522
| New | +$3.2M | 2.04% | 13 |
|
Other funds holding XOM
Financial Advisory Group's XOM Position: Q1 2024 in Review
Financial Advisory Group increased its ExxonMobil (XOM) stake by 0.16% in Q1 2024, buying an estimated $3.77K and bringing the position to 23,075 shares worth $2.68M. The position accounts for 0.47% of the portfolio, ranked #27.
Financial Advisory Group first reported a position in XOM in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.78M in Q4 2013. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.
- Financial Advisory Group held 23,075 shares of ExxonMobil worth $2.68M as of Q1 2024.
- Financial Advisory Group bought 36 ExxonMobil shares in Q1 2024, an estimated $3.77K.
- ExxonMobil made up 0.47% of Financial Advisory Group's portfolio in Q1 2024, its #27 holding.
- Financial Advisory Group first reported a position in ExxonMobil in Q2 2013 and has held it in 44 quarters since.
- Financial Advisory Group's ExxonMobil position peaked at $3.78M in Q4 2013.
- 3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.
Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.