Geneva Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $8.64M | Sell |
107,002
-5,317
| -5% | -$429K | 0.15% | 96 |
|
|
2017
Q1 | $9.21M | Sell |
112,319
-11,550
| -9% | -$947K | 0.16% | 98 |
|
|
2016
Q4 | $11.2M | Sell |
123,869
-7,244
| -6% | -$654K | 0.22% | 88 |
|
|
2016
Q3 | $11.4M | Buy |
131,113
+22,130
| +20% | +$1.93M | 0.22% | 85 |
|
|
2016
Q2 | $10.2M | Buy |
108,983
+2,905
| +3% | +$272K | 0.2% | 86 |
|
|
2016
Q1 | $8.87M | Buy |
106,078
+7,807
| +8% | +$653K | 0.18% | 92 |
|
|
2015
Q4 | $7.66M | Buy |
98,271
+5,757
| +6% | +$449K | 0.15% | 97 |
|
|
2015
Q3 | $6.88M | Sell |
92,514
-3,015
| -3% | -$224K | 0.14% | 103 |
|
|
2015
Q2 | $7.95M | Sell |
95,529
-3,501
| -4% | -$291K | 0.14% | 104 |
|
|
2015
Q1 | $8.42M | Sell |
99,030
-4,182
| -4% | -$355K | 0.15% | 104 |
|
|
2014
Q4 | $9.54M | Sell |
103,212
-859
| -0.8% | -$79.4K | 0.18% | 95 |
|
|
2014
Q3 | $9.79M | Sell |
104,071
-4,277
| -4% | -$402K | 0.18% | 95 |
|
|
2014
Q2 | $10.9M | Sell |
108,348
-1,325
| -1% | -$133K | 0.2% | 99 |
|
|
2014
Q1 | $10.7M | Buy |
109,673
+29,367
| +37% | +$2.87M | 0.2% | 92 |
|
|
2013
Q4 | $8.13M | Buy |
80,306
+601
| +0.8% | +$60.8K | 0.15% | 99 |
|
|
2013
Q3 | $6.86M | Sell |
79,705
-601
| -0.7% | -$51.7K | 0.14% | 103 |
|
|
2013
Q2 | $7.26M | Buy |
+80,306
| New | +$7.26M | 0.17% | 97 |
|