IA
IFP Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
158,450
-11,725
| -7% | -$1.27M | 0.49% | 39 |
|
|
2025
Q1 | $20.2M | Sell |
170,175
-3,315
| -2% | -$394K | 0.62% | 23 |
|
|
2024
Q4 | $18.7M | Buy |
173,490
+25,515
| +17% | +$2.74M | 0.61% | 27 |
|
|
2024
Q3 | $17.3M | Buy |
147,975
+13,165
| +10% | +$1.54M | 0.63% | 30 |
|
|
2024
Q2 | $15.5M | Buy |
134,810
+10,395
| +8% | +$1.2M | 0.62% | 31 |
|
|
2024
Q1 | $14.5M | Sell |
124,415
-8,645
| -6% | -$1M | 0.63% | 29 |
|
|
2023
Q4 | $13.3M | Sell |
133,060
-11,404
| -8% | -$1.14M | 0.63% | 25 |
|
|
2023
Q3 | $17M | Buy |
144,464
+59,032
| +69% | +$6.94M | 0.76% | 21 |
|
|
2023
Q2 | $9.16M | Sell |
85,432
-8,325
| -9% | -$893K | 0.38% | 53 |
|
|
2023
Q1 | $8.22M | Sell |
93,757
-76,787
| -45% | -$6.74M | 0.36% | 53 |
|
|
2022
Q4 | $15M | Sell |
170,544
-4,995
| -3% | -$441K | 0.4% | 45 |
|
|
2022
Q3 | $15.5M | Buy |
175,539
+10,634
| +6% | +$940K | 0.4% | 39 |
|
|
2022
Q2 | $14.5M | Hold |
164,905
| – | – | 0.46% | 32 |
|
|
2022
Q1 | $14.5M | Buy |
164,905
+94,194
| +133% | +$8.29M | 0.46% | 32 |
|
|
2021
Q4 | $4.33M | Buy |
70,711
+12,687
| +22% | +$777K | 0.08% | 140 |
|
|
2021
Q3 | $3.43M | Buy |
58,024
+13,845
| +31% | +$818K | 0.07% | 164 |
|
|
2021
Q2 | $2.79M | Buy |
44,179
+1,058
| +2% | +$66.7K | 0.06% | 192 |
|
|
2021
Q1 | $2.41M | Sell |
43,121
-819
| -2% | -$45.7K | 0.05% | 196 |
|
|
2020
Q4 | $1.81M | Buy |
43,940
+5,006
| +13% | +$206K | 0.07% | 223 |
|
|
2020
Q3 | $1.33M | Sell |
38,934
-13,745
| -26% | -$468K | 0.08% | 239 |
|
|
2020
Q2 | $2.33M | Buy |
52,679
+549
| +1% | +$24.2K | 0.18% | 120 |
|
|
2020
Q1 | $2.02M | Sell |
52,130
-2,718
| -5% | -$106K | 0.2% | 116 |
|
|
2019
Q4 | $3.83M | Sell |
54,848
-35,651
| -39% | -$2.49M | 0.29% | 81 |
|
|
2019
Q3 | $6.47M | Buy |
+90,499
| New | +$6.47M | 0.43% | 50 |
|
|
2019
Q1 | $2.74M | Sell |
34,014
-84,021
| -71% | -$6.77M | 0.37% | 54 |
|
|
2018
Q4 | $8.05M | Sell |
118,035
-35,106
| -23% | -$2.39M | 0.49% | 36 |
|
|
2018
Q3 | $13M | Buy |
153,141
+11,935
| +8% | +$1.01M | 0.53% | 26 |
|
|
2018
Q2 | $11.7M | Buy |
141,206
+12,241
| +9% | +$1.01M | 0.49% | 30 |
|
|
2018
Q1 | $10.8M | Hold |
128,965
| – | – | 0.49% | 33 |
|
|
2017
Q4 | $10.8M | Sell |
128,965
-192,626
| -60% | -$16.1M | 0.49% | 33 |
|
|
2017
Q3 | $26.4M | Sell |
321,591
-3,067
| -0.9% | -$251K | 1.05% | 10 |
|
|
2017
Q2 | $26.2M | Buy |
324,658
+49,314
| +18% | +$3.98M | 1.11% | 8 |
|
|
2017
Q1 | $22.6M | Buy |
275,344
+600
| +0.2% | +$49.2K | 0.98% | 8 |
|
|
2016
Q4 | $24.8M | Buy |
274,744
+36,009
| +15% | +$3.25M | 1.2% | 7 |
|
|
2016
Q3 | $20.8M | Sell |
238,735
-8,368
| -3% | -$730K | 1.08% | 8 |
|
|
2016
Q2 | $23.2M | Buy |
247,103
+213,089
| +626% | +$20M | 1.29% | 7 |
|
|
2016
Q1 | $2.74M | Sell |
34,014
-173,995
| -84% | -$14M | 0.37% | 54 |
|
|
2015
Q4 | $16.2M | Buy |
+208,009
| New | +$16.2M | 1.09% | 8 |
|