IAS
IMA Advisory Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
22,253
-2,049
| -8% | -$221K | 0.26% | 71 |
|
|
2025
Q1 | $2.89M | Sell |
24,302
-6,153
| -20% | -$732K | 0.34% | 54 |
|
|
2024
Q4 | $3.28M | Sell |
30,455
-2,670
| -8% | -$287K | 0.39% | 55 |
|
|
2024
Q3 | $3.88M | Sell |
33,125
-1,280
| -4% | -$150K | 0.85% | 33 |
|
|
2024
Q2 | $3.96M | Buy |
+34,405
| New | +$3.96M | 1.75% | 18 |
|
|
2023
Q4 | – | Sell |
-369
| Closed | -$43.4K | – | 275 |
|
|
2023
Q3 | $43.4K | Hold |
369
| – | – | 0.01% | 185 |
|
|
2023
Q2 | $39.6K | Buy |
369
+324
| +720% | +$34.8K | 0.01% | 189 |
|
|
2023
Q1 | $4.94K | Sell |
45
-165
| -79% | -$18.1K | ﹤0.01% | 262 |
|
|
2022
Q4 | $23.2K | Buy |
210
+45
| +27% | +$4.96K | 0.01% | 217 |
|
|
2022
Q3 | $14K | Hold |
165
| – | – | ﹤0.01% | 236 |
|
|
2022
Q2 | $14K | Hold |
165
| – | – | ﹤0.01% | 248 |
|
|
2022
Q1 | $14K | Hold |
165
| – | – | ﹤0.01% | 229 |
|
|
2021
Q4 | $10K | Hold |
165
| – | – | ﹤0.01% | 254 |
|
|
2021
Q3 | $10K | Hold |
165
| – | – | ﹤0.01% | 236 |
|
|
2021
Q2 | $10K | Hold |
165
| – | – | ﹤0.01% | 234 |
|
|
2021
Q1 | $9K | Sell |
165
-85
| -34% | -$4.64K | ﹤0.01% | 240 |
|
|
2020
Q4 | $10K | Sell |
250
-96
| -28% | -$3.84K | ﹤0.01% | 221 |
|
|
2020
Q3 | $12K | Sell |
346
-14,650
| -98% | -$508K | ﹤0.01% | 203 |
|
|
2020
Q2 | $671K | Sell |
14,996
-460
| -3% | -$20.6K | 0.24% | 81 |
|
|
2020
Q1 | $587K | Sell |
15,456
-948
| -6% | -$36K | 0.26% | 78 |
|
|
2019
Q4 | $1.15M | Sell |
16,404
-2,768
| -14% | -$193K | 0.43% | 66 |
|
|
2019
Q3 | $1.35M | Hold |
19,172
| – | – | 0.51% | 67 |
|
|
2019
Q2 | $1.47M | Sell |
19,172
-540
| -3% | -$41.4K | 0.55% | 67 |
|
|
2019
Q1 | $1.59M | Buy |
19,712
+831
| +4% | +$67.2K | 0.62% | 64 |
|
|
2018
Q4 | $1.29M | Sell |
18,881
-707
| -4% | -$48.2K | 0.6% | 61 |
|
|
2018
Q3 | $1.67M | Sell |
19,588
-150
| -0.8% | -$12.8K | 0.65% | 61 |
|
|
2018
Q2 | $1.63M | Sell |
19,738
-2,609
| -12% | -$216K | 0.68% | 60 |
|
|
2018
Q1 | $1.67M | Sell |
22,347
-480
| -2% | -$35.8K | 0.74% | 58 |
|
|
2017
Q4 | $1.91M | Sell |
22,827
-1,346
| -6% | -$113K | 0.85% | 43 |
|
|
2017
Q3 | $1.98M | Sell |
24,173
-1,349
| -5% | -$111K | 0.92% | 38 |
|
|
2017
Q2 | $2.06M | Sell |
25,522
-1,175
| -4% | -$94.8K | 0.99% | 30 |
|
|
2017
Q1 | $2.19M | Sell |
26,697
-6,488
| -20% | -$532K | 1.1% | 29 |
|
|
2016
Q4 | $3M | Sell |
33,185
-2,120
| -6% | -$191K | 1.85% | 13 |
|
|
2016
Q3 | $3.08M | Buy |
35,305
+538
| +2% | +$47K | 1.76% | 18 |
|
|
2016
Q2 | $3.26M | Sell |
34,767
-2,120
| -6% | -$199K | 2.04% | 11 |
|
|
2016
Q1 | $3.05M | Buy |
36,887
+144
| +0.4% | +$11.9K | 1.77% | 19 |
|
|
2015
Q4 | $2.84M | Sell |
36,743
-2,926
| -7% | -$226K | 1.72% | 21 |
|
|
2015
Q3 | $2.92M | Buy |
39,669
+3,033
| +8% | +$223K | 1.85% | 15 |
|
|
2015
Q2 | $3.05M | Sell |
36,636
-6,338
| -15% | -$527K | 1.45% | 25 |
|
|
2015
Q1 | $3.65M | Buy |
42,974
+260
| +0.6% | +$22.1K | 1.78% | 15 |
|
|
2014
Q4 | $3.95M | Sell |
42,714
-2,320
| -5% | -$214K | 2.04% | 5 |
|
|
2014
Q3 | $4.24M | Sell |
45,034
-90
| -0.2% | -$8.46K | 2% | 7 |
|
|
2014
Q2 | $4.54M | Sell |
45,124
-533
| -1% | -$53.7K | 2.08% | 6 |
|
|
2014
Q1 | $4.46M | Sell |
45,657
-1,150
| -2% | -$112K | 2.08% | 7 |
|
|
2013
Q4 | $4.74M | Sell |
46,807
-40
| -0.1% | -$4.05K | 2.25% | 5 |
|
|
2013
Q3 | $4.03M | Buy |
46,847
+310
| +0.7% | +$26.7K | 1.98% | 5 |
|
|
2013
Q2 | $4.21M | Buy |
+46,537
| New | +$4.21M | 2.28% | 4 |
|