Next Financial Group’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.21M | Buy |
36,043
+239
| +0.7% | +$14.9K | 0.15% | 151 |
|
|
2021
Q3 | $2.11M | Buy |
35,804
+5,479
| +18% | +$312K | 0.16% | 136 |
|
|
2021
Q2 | $1.91M | Sell |
30,325
-7,209
| -19% | -$430K | 0.15% | 152 |
|
|
2021
Q1 | $2.1M | Buy |
37,534
+12,023
| +47% | +$630K | 0.19% | 128 |
|
|
2020
Q4 | $1.05M | Sell |
25,511
-2,827
| -10% | -$106K | 0.1% | 211 |
|
|
2020
Q3 | $972K | Buy |
28,338
+730
| +3% | +$29.8K | 0.1% | 200 |
|
|
2020
Q2 | $1.24M | Sell |
27,608
-5,255
| -16% | -$236K | 0.14% | 165 |
|
|
2020
Q1 | $1.25M | Buy |
32,863
+5,267
| +19% | +$291K | 0.16% | 142 |
|
|
2019
Q4 | $1.93M | Sell |
27,596
-23,273
| -46% | -$1.61M | 0.2% | 116 |
|
|
2019
Q3 | $3.59M | Sell |
50,869
-5,411
| -10% | -$391K | 0.39% | 50 |
|
|
2019
Q2 | $4.31M | Buy |
56,280
+40,773
| +263% | +$3.16M | 0.46% | 37 |
|
|
2019
Q1 | $1.25M | Sell |
15,507
-16,876
| -52% | -$1.29M | 0.32% | 38 |
|
|
2018
Q4 | $2.21M | Buy |
32,383
+11,259
| +53% | +$883K | 0.46% | 44 |
|
|
2018
Q3 | $1.8M | Sell |
21,124
-7,691
| -27% | -$629K | 0.83% | 22 |
|
|
2018
Q2 | $2.38M | Sell |
28,815
-13,514
| -32% | -$1.08M | 0.92% | 23 |
|
|
2018
Q1 | $3.16M | Buy |
42,329
+11,237
| +36% | +$898K | 0.67% | 28 |
|
|
2017
Q4 | $2.6M | Sell |
31,092
-7,120
| -19% | -$589K | 1.11% | 18 |
|
|
2017
Q3 | $3.15M | Sell |
38,212
-3,259
| -8% | -$259K | 0.88% | 17 |
|
|
2017
Q2 | $3.35M | Buy |
41,471
+3,350
| +9% | +$274K | 0.82% | 15 |
|
|
2017
Q1 | $3.11M | Sell |
38,121
-27,424
| -42% | -$2.29M | 0.87% | 17 |
|
|
2016
Q4 | $5.92M | Buy |
65,545
+6,312
| +11% | +$552K | 1.04% | 9 |
|
|
2016
Q3 | $5.17M | Buy |
59,233
+21,518
| +57% | +$1.91M | 0.93% | 14 |
|
|
2016
Q2 | $3.54M | Buy |
37,715
+2,444
| +7% | +$216K | 1.12% | 13 |
|
|
2016
Q1 | $2.95M | Buy |
35,271
+5,050
| +17% | +$404K | 1.04% | 14 |
|
|
2015
Q4 | $2.35M | Sell |
30,221
-1,371
| -4% | -$110K | 0.88% | 14 |
|
|
2015
Q3 | $2.35M | Buy |
31,592
+2,273
| +8% | +$175K | 0.84% | 16 |
|
|
2015
Q2 | $2.44M | Buy |
29,319
+813
| +3% | +$69.9K | 0.84% | 14 |
|
|
2015
Q1 | $2.42M | Sell |
28,506
-2,546
| -8% | -$226K | 0.78% | 18 |
|
|
2014
Q4 | $2.87M | Sell |
31,052
-24,543
| -44% | -$2.29M | 0.95% | 11 |
|
|
2014
Q3 | $5.23M | Sell |
55,595
-5,053
| -8% | -$503K | 1.04% | 9 |
|
|
2014
Q2 | $6.05M | Buy |
+60,648
| New | +$6.12M | 3.16% | 4 |
|
Other funds holding XOM
Next Financial Group's XOM Position: Q4 2021 in Review
Next Financial Group increased its ExxonMobil (XOM) stake by 0.67% in Q4 2021, buying an estimated $14.9K and bringing the position to 36,043 shares worth $2.21M. The position accounts for 0.15% of the portfolio, ranked #151.
Next Financial Group first reported a position in XOM in Q2 2014 and has held it in 31 quarters since. The position peaked at $6.05M in Q2 2014. 3,005 funds tracked by Wall St. Rank hold XOM as of Q4 2021.
- Next Financial Group held 36,043 shares of ExxonMobil worth $2.21M as of Q4 2021.
- Next Financial Group bought 239 ExxonMobil shares in Q4 2021, an estimated $14.9K.
- ExxonMobil made up 0.15% of Next Financial Group's portfolio in Q4 2021, its #151 holding.
- Next Financial Group first reported a position in ExxonMobil in Q2 2014 and has held it in 31 quarters since.
- Next Financial Group's ExxonMobil position peaked at $6.05M in Q2 2014.
- 3,005 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2021.
Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.