LIA
LBMC Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
18,172
+15
| +0.1% | +$1.62K | 0.14% | 65 |
|
|
2025
Q1 | $2.16M | Buy |
18,157
+50
| +0.3% | +$5.95K | 0.17% | 56 |
|
|
2024
Q4 | $1.95M | Sell |
18,107
-2,501
| -12% | -$269K | 0.15% | 54 |
|
|
2024
Q3 | $2.42M | Buy |
20,608
+46
| +0.2% | +$5.39K | 0.19% | 50 |
|
|
2024
Q2 | $2.37M | Buy |
20,562
+46
| +0.2% | +$5.3K | 0.21% | 50 |
|
|
2024
Q1 | $2.38M | Sell |
20,516
-1,207
| -6% | -$140K | 0.21% | 48 |
|
|
2023
Q4 | $2.17M | Sell |
21,723
-5
| -0% | -$500 | 0.21% | 38 |
|
|
2023
Q3 | $2.52M | Buy |
21,728
+100
| +0.5% | +$11.6K | 0.27% | 34 |
|
|
2023
Q2 | $2.32M | Sell |
21,628
-23
| -0.1% | -$2.47K | 0.23% | 36 |
|
|
2023
Q1 | $2.37M | Buy |
21,651
+3,631
| +20% | +$398K | 0.24% | 35 |
|
|
2022
Q4 | $1.99M | Sell |
18,020
-55
| -0.3% | -$6.07K | 0.21% | 33 |
|
|
2022
Q3 | $1.58M | Sell |
18,075
-126
| -0.7% | -$11K | 0.18% | 39 |
|
|
2022
Q2 | $1.56M | Sell |
18,201
-3,526
| -16% | -$302K | 0.17% | 39 |
|
|
2022
Q1 | $1.79M | Buy |
21,727
+1,397
| +7% | +$115K | 0.16% | 43 |
|
|
2021
Q4 | $1.24M | Buy |
20,330
+829
| +4% | +$50.7K | 0.11% | 52 |
|
|
2021
Q3 | $1.12K | Hold |
19,501
| – | – | 0.11% | 56 |
|
|
2021
Q2 | $1.23M | Buy |
19,501
+47
| +0.2% | +$2.96K | 0.12% | 52 |
|
|
2021
Q1 | $1.09M | Sell |
19,454
-86
| -0.4% | -$4.8K | 0.11% | 49 |
|
|
2020
Q4 | $805K | Buy |
19,540
+122
| +0.6% | +$5.03K | 0.09% | 54 |
|
|
2020
Q3 | $667K | Buy |
19,418
+121
| +0.6% | +$4.16K | 0.09% | 55 |
|
|
2020
Q2 | $863K | Buy |
19,297
+2,573
| +15% | +$115K | 0.14% | 43 |
|
|
2020
Q1 | $635K | Buy |
16,724
+679
| +4% | +$25.8K | 0.12% | 40 |
|
|
2019
Q4 | $1.12M | Sell |
16,045
-246
| -2% | -$17.2K | 0.16% | 36 |
|
|
2019
Q3 | $1.15M | Buy |
16,291
+1,033
| +7% | +$72.9K | 0.17% | 33 |
|
|
2019
Q2 | $1.17M | Buy |
15,258
+371
| +2% | +$28.4K | 0.18% | 34 |
|
|
2019
Q1 | $1.2M | Sell |
14,887
-72
| -0.5% | -$5.82K | 0.19% | 32 |
|
|
2018
Q4 | $1.02M | Buy |
14,959
+1,570
| +12% | +$107K | 0.19% | 31 |
|
|
2018
Q3 | $1.14M | Buy |
13,389
+1,860
| +16% | +$158K | 0.18% | 34 |
|
|
2018
Q2 | $954K | Buy |
11,529
+39
| +0.3% | +$3.23K | 0.16% | 35 |
|
|
2018
Q1 | $857K | Buy |
11,490
+47
| +0.4% | +$3.51K | 0.15% | 36 |
|
|
2017
Q4 | $957K | Buy |
11,443
+304
| +3% | +$25.4K | 0.16% | 35 |
|
|
2017
Q3 | $913K | Buy |
11,139
+253
| +2% | +$20.7K | 0.16% | 35 |
|
|
2017
Q2 | $879K | Sell |
10,886
-174
| -2% | -$14.1K | 0.15% | 32 |
|
|
2017
Q1 | $907K | Buy |
11,060
+178
| +2% | +$14.6K | 0.16% | 31 |
|
|
2016
Q4 | $982K | Sell |
10,882
-106
| -1% | -$9.57K | 0.18% | 29 |
|
|
2016
Q3 | $959K | Buy |
10,988
+316
| +3% | +$27.6K | 0.18% | 30 |
|
|
2016
Q2 | $1M | Buy |
10,672
+959
| +10% | +$89.9K | 0.2% | 27 |
|
|
2016
Q1 | $812K | Buy |
9,713
+1,421
| +17% | +$119K | 0.17% | 31 |
|
|
2015
Q4 | $646K | Buy |
8,292
+65
| +0.8% | +$5.06K | 0.14% | 35 |
|
|
2015
Q3 | $612K | Buy |
8,227
+449
| +6% | +$33.4K | 0.14% | 32 |
|
|
2015
Q2 | $647K | Buy |
7,778
+56
| +0.7% | +$4.66K | 0.14% | 31 |
|
|
2015
Q1 | $656K | Sell |
7,722
-46
| -0.6% | -$3.91K | 0.15% | 31 |
|
|
2014
Q4 | $718K | Sell |
7,768
-50
| -0.6% | -$4.62K | 0.17% | 29 |
|
|
2014
Q3 | $735K | Buy |
7,818
+2,269
| +41% | +$213K | 0.18% | 26 |
|
|
2014
Q2 | $559K | Sell |
5,549
-2,354
| -30% | -$237K | 0.15% | 29 |
|
|
2014
Q1 | $772K | Sell |
7,903
-64
| -0.8% | -$6.25K | 0.19% | 27 |
|
|
2013
Q4 | $806K | Sell |
7,967
-30
| -0.4% | -$3.04K | 0.21% | 26 |
|
|
2013
Q3 | $688K | Sell |
7,997
-25
| -0.3% | -$2.15K | 0.2% | 28 |
|
|
2013
Q2 | $725K | Buy |
+8,022
| New | +$725K | 0.25% | 25 |
|