OIA
OneDigital Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Sell |
127,713
-2,299
| -2% | -$248K | 0.15% | 127 |
|
|
2025
Q1 | $15.5M | Sell |
130,012
-8,545
| -6% | -$1.02M | 0.18% | 110 |
|
|
2024
Q4 | $14.9M | Sell |
138,557
-16,389
| -11% | -$1.76M | 0.17% | 115 |
|
|
2024
Q3 | $18.2M | Buy |
154,946
+15,258
| +11% | +$1.79M | 0.21% | 93 |
|
|
2024
Q2 | $16.1M | Buy |
139,688
+22,046
| +19% | +$2.54M | 0.2% | 97 |
|
|
2024
Q1 | $13.7M | Buy |
117,642
+2,908
| +3% | +$338K | 0.21% | 99 |
|
|
2023
Q4 | $11.5M | Buy |
114,734
+7,485
| +7% | +$748K | 0.2% | 108 |
|
|
2023
Q3 | $12.6M | Buy |
107,249
+4,485
| +4% | +$527K | 0.27% | 82 |
|
|
2023
Q2 | $11M | Sell |
102,764
-3,855
| -4% | -$413K | 0.24% | 82 |
|
|
2023
Q1 | $11.7M | Buy |
106,619
+5,726
| +6% | +$628K | 0.27% | 75 |
|
|
2022
Q4 | $11.1M | Buy |
100,893
+9,526
| +10% | +$1.05M | 0.32% | 67 |
|
|
2022
Q3 | $7.98M | Buy |
91,367
+6,268
| +7% | +$547K | 0.3% | 54 |
|
|
2022
Q2 | $7.29M | Sell |
85,099
-952
| -1% | -$81.5K | 0.31% | 48 |
|
|
2022
Q1 | $7.11M | Buy |
86,051
+3,118
| +4% | +$257K | 0.27% | 53 |
|
|
2021
Q4 | $5.08M | Sell |
82,933
-7,033
| -8% | -$430K | 0.18% | 71 |
|
|
2021
Q3 | $5.29M | Buy |
89,966
+442
| +0.5% | +$26K | 0.21% | 68 |
|
|
2021
Q2 | $5.65M | Buy |
89,524
+5
| +0% | +$315 | 0.23% | 64 |
|
|
2021
Q1 | $5M | Sell |
89,519
-1,321
| -1% | -$73.8K | 0.23% | 66 |
|
|
2020
Q4 | $3.83M | Sell |
90,840
-6,119
| -6% | -$258K | 0.2% | 78 |
|
|
2020
Q3 | $3.31M | Sell |
96,959
-8,500
| -8% | -$290K | 0.23% | 79 |
|
|
2020
Q2 | $4.7M | Sell |
105,459
-953
| -0.9% | -$42.5K | 0.34% | 63 |
|
|
2020
Q1 | $4.11M | Buy |
106,412
+37,528
| +54% | +$1.45M | 0.36% | 61 |
|
|
2019
Q4 | $4.81M | Sell |
68,884
-3,017
| -4% | -$210K | 0.38% | 60 |
|
|
2019
Q3 | $5.08M | Buy |
71,901
+10,968
| +18% | +$774K | 0.46% | 48 |
|
|
2019
Q2 | $4.67M | Buy |
60,933
+16,603
| +37% | +$1.27M | 0.36% | 50 |
|
|
2019
Q1 | $3.58M | Sell |
44,330
-4,339
| -9% | -$351K | 0.52% | 49 |
|
|
2018
Q4 | $3.32M | Buy |
48,669
+9,024
| +23% | +$615K | 0.56% | 46 |
|
|
2018
Q3 | $3.37M | Buy |
39,645
+1,444
| +4% | +$123K | 0.79% | 24 |
|
|
2018
Q2 | $1.48M | Sell |
38,201
-3,808
| -9% | -$147K | 0.31% | 54 |
|
|
2018
Q1 | $3.13M | Sell |
42,009
-387
| -0.9% | -$28.9K | 0.69% | 29 |
|
|
2017
Q4 | $3.55M | Buy |
42,396
+24,275
| +134% | +$2.03M | 0.41% | 24 |
|
|
2017
Q3 | $1.49M | Sell |
18,121
-14,789
| -45% | -$1.21M | 0.55% | 27 |
|
|
2017
Q2 | $2.66M | Buy |
+32,910
| New | +$2.66M | 0.79% | 26 |
|