IAA
Independent Advisor Alliance’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6M | Sell |
293,467
-31,691
| -10% | -$3.42M | 0.91% | 20 |
|
|
2025
Q1 | $38.7M | Sell |
325,158
-47
| -0% | -$5.59K | 1.28% | 12 |
|
|
2024
Q4 | $35M | Buy |
325,205
+25,331
| +8% | +$2.72M | 0.46% | 42 |
|
|
2024
Q3 | $35.2M | Buy |
299,874
+16,092
| +6% | +$1.89M | 1.28% | 14 |
|
|
2024
Q2 | $32.7M | Buy |
283,782
+62,711
| +28% | +$7.22M | 1.12% | 18 |
|
|
2024
Q1 | $25.7M | Buy |
221,071
+5,126
| +2% | +$596K | 0.93% | 19 |
|
|
2023
Q4 | $21.6M | Buy |
215,945
+8,252
| +4% | +$825K | 0.78% | 24 |
|
|
2023
Q3 | $24.4M | Buy |
207,693
+7,044
| +4% | +$828K | 1.1% | 18 |
|
|
2023
Q2 | $21.5M | Buy |
200,649
+21,168
| +12% | +$2.27M | 0.95% | 22 |
|
|
2023
Q1 | $19.7M | Buy |
179,481
+183
| +0.1% | +$20.1K | 0.95% | 21 |
|
|
2022
Q4 | $19.8K | Buy |
179,298
+4,637
| +3% | +$511 | 0.01% | 154 |
|
|
2022
Q3 | $15.3M | Sell |
174,661
-29,908
| -15% | -$2.61M | 0.89% | 23 |
|
|
2022
Q2 | $17.5M | Buy |
204,569
+23,722
| +13% | +$2.03M | 0.98% | 17 |
|
|
2022
Q1 | $14.9M | Sell |
180,847
-6,132
| -3% | -$506K | 0.72% | 31 |
|
|
2021
Q4 | $11.4M | Buy |
186,979
+54,630
| +41% | +$3.34M | 0.56% | 42 |
|
|
2021
Q3 | $7.79M | Buy |
132,349
+30,020
| +29% | +$1.77M | 0.43% | 65 |
|
|
2021
Q2 | $6.46M | Sell |
102,329
-861
| -0.8% | -$54.3K | 0.35% | 73 |
|
|
2021
Q1 | $5.76M | Sell |
103,190
-2,248
| -2% | -$126K | 0.34% | 77 |
|
|
2020
Q4 | $4.35M | Sell |
105,438
-1,522
| -1% | -$62.7K | 0.29% | 85 |
|
|
2020
Q3 | $3.67M | Sell |
106,960
-9,610
| -8% | -$330K | 0.28% | 86 |
|
|
2020
Q2 | $5.21M | Buy |
116,570
+6,598
| +6% | +$295K | 0.56% | 37 |
|
|
2020
Q1 | $4.18M | Sell |
109,972
-6,014
| -5% | -$228K | 0.61% | 36 |
|
|
2019
Q4 | $8.09M | Sell |
115,986
-16,790
| -13% | -$1.17M | 0.35% | 62 |
|
|
2019
Q3 | $9.43M | Buy |
132,776
+1,733
| +1% | +$123K | 1.15% | 21 |
|
|
2019
Q2 | $8.19M | Buy |
+131,043
| New | +$8.19M | 1.18% | 20 |
|
|
2019
Q1 | – | Sell |
-101,577
| Closed | -$6.95M | – | 16 |
|
|
2018
Q4 | $6.95M | Buy |
101,577
+16,685
| +20% | +$1.14M | 1.23% | 16 |
|
|
2018
Q3 | $7.01M | Sell |
84,892
-1,298
| -2% | -$107K | 1.26% | 12 |
|
|
2018
Q2 | $6.88M | Buy |
86,190
+23,227
| +37% | +$1.85M | 1.43% | 7 |
|
|
2018
Q1 | $4.61M | Buy |
62,963
+762
| +1% | +$55.8K | 1.03% | 20 |
|
|
2017
Q4 | $5.42M | Buy |
62,201
+6,988
| +13% | +$609K | 1.21% | 16 |
|
|
2017
Q3 | $4.53M | Sell |
55,213
-97
| -0.2% | -$7.96K | 1.24% | 20 |
|
|
2017
Q2 | $4.43M | Sell |
55,310
-352
| -0.6% | -$28.2K | 1.41% | 13 |
|
|
2017
Q1 | $4.59M | Buy |
55,662
+1,442
| +3% | +$119K | 0.73% | 33 |
|
|
2016
Q4 | $4.66M | Buy |
+54,220
| New | +$4.66M | 2% | 8 |
|