Mutual Advisors’s Exxon Mobil XOM Stock Holding History

Mutual Advisors’s Portfolio XOM Stock Details XOM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.5M	Sell	103,794 -123	-0.1%	-$13.6K	0.29%	56
2025 Q1	$11.3M	Buy	103,917 +4,203	+4%	+$456K	0.32%	56
2024 Q4	$11.1M	Sell	99,714 -3,506	-3%	-$390K	0.32%	51
2024 Q3	$12.3M	Sell	103,220 -3,301	-3%	-$395K	0.36%	46
2024 Q2	$12.4M	Buy	106,521 +18,705	+21%	+$2.17M	0.37%	40
2024 Q1	$10.2M	Buy	87,816 +8,966	+11%	+$1.04M	0.33%	48
2023 Q4	$7.88M	Buy	78,850 +6,840	+9%	+$684K	0.27%	67
2023 Q3	$8.47M	Buy	72,010 +1,081	+2%	+$127K	0.33%	51
2023 Q2	$7.61M	Sell	70,929 -2,351	-3%	-$252K	0.29%	65
2023 Q1	$8.04M	Sell	73,280 -1,429	-2%	-$157K	0.33%	58
2022 Q4	$8.24M	Buy	74,709 +187	+0.3%	+$20.6K	0.37%	48
2022 Q3	$6.51M	Buy	74,522 +18,345	+33%	+$1.6M	0.33%	62
2022 Q2	$4.81M	Sell	56,177 -629	-1%	-$53.9K	0.32%	71
2022 Q1	$4.69M	Buy	56,806 +1,481	+3%	+$122K	0.26%	80
2021 Q4	$3.39M	Sell	55,325 -3,977	-7%	-$243K	0.18%	130
2021 Q3	$3.49M	Buy	59,302 +4,413	+8%	+$260K	0.21%	116
2021 Q2	$3.46M	Buy	54,889 +1,381	+3%	+$87.1K	0.21%	119
2021 Q1	$2.99M	Buy	53,508 +14,789	+38%	+$826K	0.2%	119
2020 Q4	$1.6M	Buy	38,719 +477	+1%	+$19.7K	0.12%	204
2020 Q3	$1.31M	Sell	38,242 -4,902	-11%	-$168K	0.11%	199
2020 Q2	$1.93M	Sell	43,144 -410	-0.9%	-$18.3K	0.19%	134
2020 Q1	$1.65M	Sell	43,554 -4,831	-10%	-$183K	0.22%	116
2019 Q4	$3.38M	Buy	48,385 +3,589	+8%	+$250K	0.36%	57
2019 Q3	$3.16M	Buy	44,796 +756	+2%	+$53.4K	0.42%	52
2019 Q2	$3.38M	Buy	44,040 +18,648	+73%	+$1.43M	0.44%	43
2019 Q1	$2.05M	Buy	25,392 +582	+2%	+$47K	0.3%	73
2018 Q4	$1.69M	Sell	24,810 -936	-4%	-$63.8K	0.33%	69
2018 Q3	$2.19M	Buy	25,746 +7,414	+40%	+$630K	0.33%	62
2018 Q2	$1.52M	Buy	18,332 +5,512	+43%	+$456K	0.35%	81
2018 Q1	$957K	Buy	12,820 +2,227	+21%	+$166K	0.24%	136
2017 Q4	$886K	Buy	+10,593	New	+$886K	0.33%	94