Financial Advocates Investment Management’s Exxon Mobil XOM Stock Holding History

Financial Advocates Investment Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.22M	Sell	11,343 -8,293	-42%	-$894K	0.1%	196
2025 Q1	$2.34M	Sell	19,636 -15,282	-44%	-$1.82M	0.16%	150
2024 Q4	$3.76M	Buy	34,918 +2,193	+7%	+$236K	0.21%	99
2024 Q3	$3.84M	Sell	32,725 -2,076	-6%	-$243K	0.22%	103
2024 Q2	$4.01M	Sell	34,801 -2,900	-8%	-$334K	0.25%	94
2024 Q1	$4.38M	Buy	37,701 +1,262	+3%	+$147K	0.25%	93
2023 Q4	$3.64M	Sell	36,439 -646	-2%	-$64.6K	0.24%	103
2023 Q3	$4.36M	Buy	37,085 +1,169	+3%	+$137K	0.31%	81
2023 Q2	$3.85M	Buy	35,916 +544	+2%	+$58.3K	0.27%	88
2023 Q1	$3.88M	Buy	35,372 +307	+0.9%	+$33.7K	0.28%	83
2022 Q4	$3.95M	Sell	35,065 -4,889	-12%	-$550K	0.29%	85
2022 Q3	$3.5M	Sell	39,954 -24,545	-38%	-$2.15M	0.29%	89
2022 Q2	$5.52M	Sell	64,499 -4,272	-6%	-$366K	0.45%	44
2022 Q1	$5.68M	Buy	68,771 +20,650	+43%	+$1.71M	0.37%	60
2021 Q4	$2.91M	Buy	48,121 +8,465	+21%	+$512K	0.18%	124
2021 Q3	$2.34M	Sell	39,656 -2,316	-6%	-$137K	0.16%	154
2021 Q2	$2.69M	Sell	41,972 -4,897	-10%	-$313K	0.18%	133
2021 Q1	$2.63M	Buy	46,869 +1,382	+3%	+$77.5K	0.19%	122
2020 Q4	$1.9M	Sell	45,487 -7,079	-13%	-$295K	0.13%	182
2020 Q3	$1.81M	Sell	52,566 -9,686	-16%	-$333K	0.15%	139
2020 Q2	$2.79M	Buy	62,252 +7,326	+13%	+$329K	0.26%	90
2020 Q1	$2.09M	Buy	54,926 +22,508	+69%	+$855K	0.3%	83
2019 Q4	$2.26M	Sell	32,418 -1,024	-3%	-$71.5K	0.24%	106
2019 Q3	$2.36M	Sell	33,442 -1,490	-4%	-$105K	0.27%	97
2019 Q2	$2.68M	Sell	34,932 -1,132	-3%	-$86.8K	0.31%	81
2019 Q1	$2.91M	Buy	36,064 +1,664	+5%	+$134K	0.36%	72
2018 Q4	$2.35M	Sell	34,400 -8,268	-19%	-$564K	0.32%	90
2018 Q3	$3.63M	Buy	42,668 +1,323	+3%	+$112K	0.41%	61
2018 Q2	$3.38M	Buy	41,345 +792	+2%	+$64.8K	0.41%	66
2018 Q1	$3.03M	Buy	40,553 +1,213	+3%	+$90.5K	0.39%	62
2017 Q4	$3.29M	Buy	+39,340	New	+$3.29M	0.45%	55