Financial Advocates Investment Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-11,343
| Closed | -$1.22M | – | 617 |
|
|
2025
Q2 | $1.22M | Sell |
11,343
-8,293
| -42% | -$886K | 0.1% | 196 |
|
|
2025
Q1 | $2.34M | Sell |
19,636
-15,282
| -44% | -$1.69M | 0.16% | 150 |
|
|
2024
Q4 | $3.76M | Buy |
34,918
+2,193
| +7% | +$257K | 0.21% | 99 |
|
|
2024
Q3 | $3.84M | Sell |
32,725
-2,076
| -6% | -$240K | 0.22% | 103 |
|
|
2024
Q2 | $4.01M | Sell |
34,801
-2,900
| -8% | -$338K | 0.25% | 94 |
|
|
2024
Q1 | $4.38M | Buy |
37,701
+1,262
| +3% | +$132K | 0.25% | 93 |
|
|
2023
Q4 | $3.64M | Sell |
36,439
-646
| -2% | -$67.9K | 0.24% | 103 |
|
|
2023
Q3 | $4.36M | Buy |
37,085
+1,169
| +3% | +$128K | 0.31% | 82 |
|
|
2023
Q2 | $3.85M | Buy |
35,916
+544
| +2% | +$59.4K | 0.27% | 89 |
|
|
2023
Q1 | $3.88M | Buy |
35,372
+307
| +0.9% | +$34K | 0.28% | 88 |
|
|
2022
Q4 | $3.95M | Sell |
35,065
-4,889
| -12% | -$524K | 0.29% | 86 |
|
|
2022
Q3 | $3.5M | Sell |
39,954
-24,545
| -38% | -$2.24M | 0.29% | 91 |
|
|
2022
Q2 | $5.52M | Sell |
64,499
-4,272
| -6% | -$385K | 0.45% | 44 |
|
|
2022
Q1 | $5.68M | Buy |
68,771
+20,650
| +43% | +$1.61M | 0.37% | 60 |
|
|
2021
Q4 | $2.91M | Buy |
48,121
+8,465
| +21% | +$529K | 0.18% | 129 |
|
|
2021
Q3 | $2.34M | Sell |
39,656
-2,316
| -6% | -$132K | 0.16% | 155 |
|
|
2021
Q2 | $2.69M | Sell |
41,972
-4,897
| -10% | -$292K | 0.18% | 138 |
|
|
2021
Q1 | $2.63M | Buy |
46,869
+1,382
| +3% | +$72.5K | 0.19% | 126 |
|
|
2020
Q4 | $1.9M | Sell |
45,487
-7,079
| -13% | -$265K | 0.13% | 183 |
|
|
2020
Q3 | $1.81M | Sell |
52,566
-9,686
| -16% | -$396K | 0.15% | 143 |
|
|
2020
Q2 | $2.79M | Buy |
62,252
+7,326
| +13% | +$329K | 0.26% | 96 |
|
|
2020
Q1 | $2.09M | Buy |
54,926
+22,508
| +69% | +$1.24M | 0.3% | 84 |
|
|
2019
Q4 | $2.26M | Sell |
32,418
-1,024
| -3% | -$70.8K | 0.24% | 107 |
|
|
2019
Q3 | $2.36M | Sell |
33,442
-1,490
| -4% | -$108K | 0.27% | 97 |
|
|
2019
Q2 | $2.68M | Sell |
34,932
-1,132
| -3% | -$87.6K | 0.31% | 81 |
|
|
2019
Q1 | $2.91M | Buy |
36,064
+1,664
| +5% | +$127K | 0.36% | 72 |
|
|
2018
Q4 | $2.35M | Sell |
34,400
-8,268
| -19% | -$649K | 0.32% | 90 |
|
|
2018
Q3 | $3.63M | Buy |
42,668
+1,323
| +3% | +$108K | 0.41% | 61 |
|
|
2018
Q2 | $3.38M | Buy |
41,345
+792
| +2% | +$63.1K | 0.41% | 66 |
|
|
2018
Q1 | $3.03M | Buy |
40,553
+1,213
| +3% | +$97K | 0.39% | 62 |
|
|
2017
Q4 | $3.29M | Buy |
+39,340
| New | +$3.25M | 0.45% | 55 |
|
Other funds holding XOM
Financial Advocates Investment Management's XOM Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of ExxonMobil (XOM) in Q3 2025, closing a stake of 11,343 shares — an estimated $1.22M sold.
Financial Advocates Investment Management first reported a position in XOM in Q4 2017 and held it in 31 quarters. The position peaked at $5.68M in Q1 2022. 4,219 funds tracked by Wall St. Rank hold XOM as of Q3 2025.
- Financial Advocates Investment Management reported no remaining ExxonMobil position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 11,343 ExxonMobil shares in Q3 2025, an estimated $1.22M.
- Financial Advocates Investment Management first reported a position in ExxonMobil in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's ExxonMobil position peaked at $5.68M in Q1 2022.
- 4,219 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.