LFAS
Level Four Advisory Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Buy |
67,772
+930
| +1% | +$100K | 0.27% | 94 |
|
|
2025
Q1 | $7.95M | Sell |
66,842
-36
| -0.1% | -$4.28K | 0.33% | 75 |
|
|
2024
Q4 | $7.19M | Sell |
66,878
-2,008
| -3% | -$216K | 0.29% | 86 |
|
|
2024
Q3 | $8.04M | Sell |
68,886
-7,469
| -10% | -$872K | 0.34% | 61 |
|
|
2024
Q2 | $8.79M | Sell |
76,355
-16,231
| -18% | -$1.87M | 0.4% | 51 |
|
|
2024
Q1 | $9.26M | Hold |
92,586
| – | – | 0.51% | 34 |
|
|
2023
Q4 | $9.26M | Sell |
92,586
-2,140
| -2% | -$214K | 0.52% | 33 |
|
|
2023
Q3 | $11.1M | Buy |
94,726
+9,738
| +11% | +$1.15M | 0.72% | 17 |
|
|
2023
Q2 | $9.11M | Sell |
84,988
-20,288
| -19% | -$2.18M | 0.55% | 30 |
|
|
2023
Q1 | $11.5M | Sell |
105,276
-21,147
| -17% | -$2.32M | 0.76% | 20 |
|
|
2022
Q4 | $13.9M | Buy |
126,423
+22,417
| +22% | +$2.47M | 1.04% | 14 |
|
|
2022
Q3 | $9.08M | Sell |
104,006
-7,004
| -6% | -$612K | 0.88% | 19 |
|
|
2022
Q2 | $9.51M | Sell |
111,010
-7,155
| -6% | -$613K | 0.9% | 17 |
|
|
2022
Q1 | $9.76M | Buy |
118,165
+32,160
| +37% | +$2.66M | 0.76% | 21 |
|
|
2021
Q4 | $5.26M | Buy |
86,005
+16,679
| +24% | +$1.02M | 0.4% | 57 |
|
|
2021
Q3 | $4.08M | Buy |
69,326
+13,098
| +23% | +$770K | 0.42% | 64 |
|
|
2021
Q2 | $3.55M | Sell |
56,228
-7,392
| -12% | -$466K | 0.25% | 104 |
|
|
2021
Q1 | $3.55M | Buy |
63,620
+486
| +0.8% | +$27.1K | 0.28% | 94 |
|
|
2020
Q4 | $2.6M | Sell |
63,134
-3,408
| -5% | -$140K | 0.21% | 124 |
|
|
2020
Q3 | $2.28M | Buy |
66,542
+1,630
| +3% | +$55.9K | 0.18% | 133 |
|
|
2020
Q2 | $2.89M | Sell |
64,912
-2,012
| -3% | -$89.7K | 0.22% | 115 |
|
|
2020
Q1 | $2.54M | Buy |
66,924
+16,020
| +31% | +$608K | 0.3% | 77 |
|
|
2019
Q4 | $3.74M | Buy |
50,904
+2,241
| +5% | +$165K | 0.15% | 165 |
|
|
2019
Q3 | $3.44M | Sell |
48,663
-5,794
| -11% | -$409K | 0.36% | 62 |
|
|
2019
Q2 | $4.17M | Sell |
54,457
-1,174
| -2% | -$89.8K | 0.42% | 51 |
|
|
2019
Q1 | $4.5M | Sell |
55,631
-1,889
| -3% | -$153K | 0.5% | 46 |
|
|
2018
Q4 | $3.92M | Buy |
57,520
+15,980
| +38% | +$1.09M | 0.49% | 49 |
|
|
2018
Q3 | $3.53M | Sell |
41,540
-4,179
| -9% | -$355K | 0.38% | 67 |
|
|
2018
Q2 | $3.78M | Sell |
45,719
-3,997
| -8% | -$331K | 0.28% | 84 |
|
|
2018
Q1 | $3.71M | Buy |
49,716
+5,523
| +12% | +$412K | 0.29% | 81 |
|
|
2017
Q4 | $3.7M | Buy |
44,193
+9,780
| +28% | +$818K | 0.29% | 78 |
|
|
2017
Q3 | $2.82M | Buy |
34,413
+10,525
| +44% | +$863K | 0.25% | 84 |
|
|
2017
Q2 | $1.97M | Sell |
23,888
-6,020
| -20% | -$497K | 0.3% | 81 |
|
|
2017
Q1 | $2.47M | Buy |
29,908
+9,546
| +47% | +$787K | 0.25% | 92 |
|
|
2016
Q4 | $1.84M | Buy |
+20,362
| New | +$1.84M | 0.23% | 84 |
|