Optimum Investment Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Sell |
8,414
-375
| -4% | -$40.4K | 0.39% | 57 |
|
|
2025
Q1 | $1.05M | Buy |
8,789
+15
| +0.2% | +$1.78K | 0.49% | 41 |
|
|
2024
Q4 | $944K | Sell |
8,774
-200
| -2% | -$21.5K | 0.42% | 51 |
|
|
2024
Q3 | $1.05M | Sell |
8,974
-300
| -3% | -$35.2K | 0.45% | 45 |
|
|
2024
Q2 | $1.07M | Buy |
9,274
+670
| +8% | +$77.1K | 0.48% | 39 |
|
|
2024
Q1 | $1M | Hold |
8,604
| – | – | 0.46% | 50 |
|
|
2023
Q4 | $860K | Sell |
8,604
-4,752
| -36% | -$475K | 0.43% | 57 |
|
|
2023
Q3 | $1.57M | Sell |
13,356
-136
| -1% | -$16K | 0.8% | 22 |
|
|
2023
Q2 | $1.45M | Buy |
13,492
+1,200
| +10% | +$129K | 0.71% | 23 |
|
|
2023
Q1 | $1.35M | Buy |
12,292
+750
| +6% | +$82.2K | 0.71% | 25 |
|
|
2022
Q4 | $1.27M | Buy |
11,542
+350
| +3% | +$38.6K | 0.69% | 26 |
|
|
2022
Q3 | $977K | Buy |
11,192
+372
| +3% | +$32.5K | 0.53% | 45 |
|
|
2022
Q2 | $927K | Sell |
10,820
-300
| -3% | -$25.7K | 0.46% | 51 |
|
|
2022
Q1 | $918K | Sell |
11,120
-283
| -2% | -$23.4K | 0.39% | 57 |
|
|
2021
Q4 | $698K | Buy |
11,403
+406
| +4% | +$24.9K | 0.27% | 82 |
|
|
2021
Q3 | $647K | Buy |
10,997
+736
| +7% | +$43.3K | 0.27% | 87 |
|
|
2021
Q2 | $647K | Buy |
10,261
+2,241
| +28% | +$141K | 0.2% | 108 |
|
|
2021
Q1 | $448K | Hold |
8,020
| – | – | 0.13% | 163 |
|
|
2020
Q4 | $331K | Sell |
8,020
-2,620
| -25% | -$108K | 0.1% | 183 |
|
|
2020
Q3 | $365K | Sell |
10,640
-1,681
| -14% | -$57.7K | 0.12% | 152 |
|
|
2020
Q2 | $551K | Sell |
12,321
-2,056
| -14% | -$91.9K | 0.19% | 123 |
|
|
2020
Q1 | $546K | Sell |
14,377
-2,030
| -12% | -$77.1K | 0.22% | 108 |
|
|
2019
Q4 | $1.15M | Sell |
16,407
-588
| -3% | -$41K | 0.34% | 73 |
|
|
2019
Q3 | $1.2M | Sell |
16,995
-763
| -4% | -$53.9K | 0.38% | 66 |
|
|
2019
Q2 | $1.36M | Buy |
17,758
+282
| +2% | +$21.6K | 0.44% | 57 |
|
|
2019
Q1 | $1.41M | Sell |
17,476
-266
| -1% | -$21.5K | 0.46% | 47 |
|
|
2018
Q4 | $1.21M | Buy |
17,742
+88
| +0.5% | +$6K | 0.42% | 58 |
|
|
2018
Q3 | $1.5M | Buy |
17,654
+43
| +0.2% | +$3.66K | 0.41% | 55 |
|
|
2018
Q2 | $1.46M | Sell |
17,611
-76
| -0.4% | -$6.29K | 0.42% | 58 |
|
|
2018
Q1 | $1.32M | Sell |
17,687
-79
| -0.4% | -$5.9K | 0.39% | 66 |
|
|
2017
Q4 | $1.49M | Sell |
17,766
-363
| -2% | -$30.4K | 0.47% | 54 |
|
|
2017
Q3 | $1.49M | Buy |
18,129
+68
| +0.4% | +$5.57K | 0.5% | 50 |
|
|
2017
Q2 | $1.46M | Sell |
18,061
-197
| -1% | -$15.9K | 0.5% | 53 |
|
|
2017
Q1 | $1.5M | Sell |
18,258
-85
| -0.5% | -$6.97K | 0.53% | 50 |
|
|
2016
Q4 | $1.66M | Sell |
18,343
-969
| -5% | -$87.5K | 0.62% | 40 |
|
|
2016
Q3 | $1.69M | Sell |
19,312
-383
| -2% | -$33.4K | 0.63% | 38 |
|
|
2016
Q2 | $1.85M | Buy |
19,695
+459
| +2% | +$43K | 0.72% | 33 |
|
|
2016
Q1 | $1.61M | Buy |
19,236
+1,124
| +6% | +$94K | 0.63% | 40 |
|
|
2015
Q4 | $1.41M | Buy |
18,112
+235
| +1% | +$18.3K | 0.55% | 48 |
|
|
2015
Q3 | $1.33M | Buy |
+17,877
| New | +$1.33M | 0.54% | 46 |
|
|
2015
Q1 | $1.69M | Sell |
19,891
-10,858
| -35% | -$923K | 0.54% | 37 |
|
|
2014
Q4 | $1.87M | Buy |
30,749
+10,490
| +52% | +$637K | 0.6% | 32 |
|
|
2014
Q3 | $1.92M | Buy |
20,259
+615
| +3% | +$58.2K | 0.64% | 34 |
|
|
2014
Q2 | $1.98M | Buy |
19,644
+8,725
| +80% | +$879K | 0.64% | 33 |
|
|
2014
Q1 | $1.07M | Sell |
10,919
-1,807
| -14% | -$177K | 0.4% | 69 |
|
|
2013
Q4 | $1.29M | Buy |
12,726
+1,755
| +16% | +$178K | 0.48% | 55 |
|
|
2013
Q3 | $944K | Buy |
+10,971
| New | +$944K | 0.39% | 72 |
|