FPAS
Focus Partners Advisor Solutions’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Sell |
124,048
-3,186
| -3% | -$344K | 0.18% | 72 |
|
|
2025
Q1 | $15.1M | Buy |
127,234
+1,688
| +1% | +$201K | 0.23% | 59 |
|
|
2024
Q4 | $13.5M | Buy |
125,546
+17,327
| +16% | +$1.86M | 0.23% | 61 |
|
|
2024
Q3 | $12.7M | Buy |
108,219
+16,835
| +18% | +$1.97M | 0.27% | 50 |
|
|
2024
Q2 | $10.5M | Buy |
91,384
+1,827
| +2% | +$210K | 0.28% | 50 |
|
|
2024
Q1 | $10.4M | Buy |
89,557
+55,927
| +166% | +$6.5M | 0.3% | 42 |
|
|
2023
Q4 | $3.36M | Sell |
33,630
-14,718
| -30% | -$1.47M | 0.16% | 67 |
|
|
2023
Q3 | $5.68M | Buy |
48,348
+4,014
| +9% | +$472K | 0.28% | 44 |
|
|
2023
Q2 | $4.75M | Buy |
44,334
+3,467
| +8% | +$372K | 0.26% | 44 |
|
|
2023
Q1 | $4.48M | Buy |
40,867
+4,647
| +13% | +$510K | 0.29% | 43 |
|
|
2022
Q4 | $4M | Sell |
36,220
-18,723
| -34% | -$2.07M | 0.31% | 50 |
|
|
2022
Q3 | $4.8M | Buy |
54,943
+7,121
| +15% | +$622K | 0.28% | 42 |
|
|
2022
Q2 | $4.1M | Buy |
47,822
+16,251
| +51% | +$1.39M | 0.34% | 43 |
|
|
2022
Q1 | $2.61M | Buy |
31,571
+2,157
| +7% | +$178K | 0.26% | 56 |
|
|
2021
Q4 | $1.8M | Buy |
+29,414
| New | +$1.8M | 0.38% | 22 |
|