Genesee Capital Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Buy |
8,643
+66
| +0.8% | +$7.12K | 0.42% | 58 |
|
|
2025
Q1 | $1.02M | Buy |
8,577
+63
| +0.7% | +$7.49K | 0.51% | 44 |
|
|
2024
Q4 | $916K | Sell |
8,514
-467
| -5% | -$50.2K | 0.43% | 54 |
|
|
2024
Q3 | $1.05M | Sell |
8,981
-112
| -1% | -$13.1K | 0.51% | 45 |
|
|
2024
Q2 | $1.05M | Buy |
9,093
+59
| +0.7% | +$6.79K | 0.51% | 44 |
|
|
2024
Q1 | $1.05M | Buy |
9,034
+61
| +0.7% | +$7.09K | 0.57% | 41 |
|
|
2023
Q4 | $897K | Buy |
8,973
+895
| +11% | +$89.5K | 0.55% | 43 |
|
|
2023
Q3 | $950K | Buy |
8,078
+53
| +0.7% | +$6.23K | 0.68% | 41 |
|
|
2023
Q2 | $861K | Buy |
8,025
+59
| +0.7% | +$6.33K | 0.59% | 45 |
|
|
2023
Q1 | $874K | Buy |
7,966
+58
| +0.7% | +$6.36K | 0.62% | 47 |
|
|
2022
Q4 | $872K | Sell |
7,908
-528
| -6% | -$58.2K | 0.65% | 44 |
|
|
2022
Q3 | $737K | Buy |
8,436
+65
| +0.8% | +$5.68K | 0.56% | 50 |
|
|
2022
Q2 | $717K | Sell |
8,371
-740
| -8% | -$63.4K | 0.5% | 53 |
|
|
2022
Q1 | $752K | Buy |
9,111
+82
| +0.9% | +$6.77K | 0.39% | 62 |
|
|
2021
Q4 | $553K | Sell |
9,029
-48
| -0.5% | -$2.94K | 0.26% | 70 |
|
|
2021
Q3 | $534K | Buy |
+9,077
| New | +$534K | 0.26% | 73 |
|
|
2021
Q2 | – | Sell |
-9,369
| Closed | -$523K | – | 123 |
|
|
2021
Q1 | $523K | Buy |
9,369
+526
| +6% | +$29.4K | 0.31% | 62 |
|
|
2020
Q4 | $364K | Buy |
8,843
+241
| +3% | +$9.92K | 0.24% | 64 |
|
|
2020
Q3 | $295K | Buy |
8,602
+81
| +1% | +$2.78K | 0.24% | 62 |
|
|
2020
Q2 | $381K | Buy |
8,521
+806
| +10% | +$36K | 0.35% | 57 |
|
|
2020
Q1 | $292K | Buy |
+7,715
| New | +$292K | 0.28% | 63 |
|
|
2019
Q2 | – | Sell |
-3,070
| Closed | -$248K | – | 113 |
|
|
2019
Q1 | $248K | Buy |
+3,070
| New | +$248K | 0.3% | 52 |
|