Orion Portfolio Solutions’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $34.1M | Buy |
286,710
+13,719
| +5% | +$1.63M | 0.33% | 47 |
|
|
2024
Q4 | $29.4M | Buy |
272,991
+37,989
| +16% | +$4.09M | 0.29% | 56 |
|
|
2024
Q3 | $27.5M | Buy |
235,002
+26,252
| +13% | +$3.08M | 0.27% | 62 |
|
|
2024
Q2 | $24M | Buy |
208,750
+42,592
| +26% | +$4.9M | 0.25% | 72 |
|
|
2024
Q1 | $19.3M | Buy |
166,158
+16,853
| +11% | +$1.96M | 0.21% | 97 |
|
|
2023
Q4 | $15.1M | Buy |
149,305
+1,085
| +0.7% | +$109K | 0.18% | 123 |
|
|
2023
Q3 | $17.4M | Sell |
148,220
-15,011
| -9% | -$1.76M | 0.21% | 104 |
|
|
2023
Q2 | $10.4M | Buy |
163,231
+11,744
| +8% | +$747K | 0.11% | 175 |
|
|
2023
Q1 | $16.6M | Buy |
151,487
+87,592
| +137% | +$9.61M | 0.21% | 101 |
|
|
2022
Q4 | $7.05M | Buy |
63,895
+15,583
| +32% | +$1.72M | 0.25% | 68 |
|
|
2022
Q3 | $4.22M | Buy |
48,312
+3,827
| +9% | +$334K | 0.17% | 96 |
|
|
2022
Q2 | $3.81M | Buy |
44,485
+2,767
| +7% | +$237K | 0.15% | 96 |
|
|
2022
Q1 | $3.45M | Sell |
41,718
-6,714
| -14% | -$554K | 0.12% | 114 |
|
|
2021
Q4 | $2.96M | Sell |
48,432
-2,286
| -5% | -$140K | 0.1% | 130 |
|
|
2021
Q3 | $2.98M | Buy |
50,718
+3,965
| +8% | +$233K | 0.11% | 121 |
|
|
2021
Q2 | $2.95M | Buy |
46,753
+4,135
| +10% | +$261K | 0.12% | 114 |
|
|
2021
Q1 | $2.38M | Sell |
42,618
-6,120
| -13% | -$342K | 0.1% | 119 |
|
|
2020
Q4 | $2.01M | Buy |
48,738
+1,389
| +3% | +$57.3K | 0.09% | 133 |
|
|
2020
Q3 | $1.63M | Buy |
47,349
+2,524
| +6% | +$86.6K | 0.08% | 133 |
|
|
2020
Q2 | $2.01M | Buy |
44,825
+6,840
| +18% | +$306K | 0.11% | 103 |
|
|
2020
Q1 | $1.44M | Sell |
37,985
-9
| -0% | -$342 | 0.1% | 100 |
|
|
2019
Q4 | $2.65M | Buy |
+37,994
| New | +$2.65M | 0.21% | 73 |
|