Paradigm Financial Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,436
| Closed | -$217K | – | 249 |
|
|
2021
Q2 | $217K | Sell |
3,436
-661
| -16% | -$39.5K | 0.05% | 196 |
|
|
2021
Q1 | $229K | Buy |
+4,097
| New | +$215K | 0.06% | 172 |
|
|
2020
Q4 | – | Sell |
-7,071
| Closed | -$265K | – | 177 |
|
|
2020
Q3 | $243K | Sell |
7,071
-3,977
| -36% | -$163K | 0.07% | 109 |
|
|
2020
Q2 | $494K | Sell |
11,048
-1,900
| -15% | -$85.2K | 0.16% | 78 |
|
|
2020
Q1 | $492K | Sell |
12,948
-621
| -5% | -$34.3K | 0.18% | 78 |
|
|
2019
Q4 | $947K | Sell |
13,569
-5,486
| -29% | -$379K | 0.33% | 60 |
|
|
2019
Q3 | $1.34M | Sell |
19,055
-1,475
| -7% | -$107K | 0.53% | 51 |
|
|
2019
Q2 | $1.57M | Sell |
20,530
-1,948
| -9% | -$151K | 0.58% | 47 |
|
|
2019
Q1 | $1.82M | Sell |
22,478
-371
| -2% | -$28.3K | 0.69% | 46 |
|
|
2018
Q4 | $1.56M | Sell |
22,849
-7,808
| -25% | -$613K | 0.69% | 44 |
|
|
2018
Q3 | $2.61M | Sell |
30,657
-325
| -1% | -$26.6K | 1.02% | 33 |
|
|
2018
Q2 | $2.56M | Sell |
30,982
-1,657
| -5% | -$132K | 1.09% | 31 |
|
|
2018
Q1 | $2.44M | Sell |
32,639
-7,105
| -18% | -$568K | 1.06% | 31 |
|
|
2017
Q4 | $3.32M | Sell |
39,744
-1,153
| -3% | -$95.4K | 1.51% | 21 |
|
|
2017
Q3 | $3.35M | Sell |
40,897
-1,765
| -4% | -$140K | 1.62% | 21 |
|
|
2017
Q2 | $3.44M | Sell |
42,662
-910
| -2% | -$74.5K | 1.74% | 21 |
|
|
2017
Q1 | $3.57M | Sell |
43,572
-1,057
| -2% | -$88.3K | 1.83% | 18 |
|
|
2016
Q4 | $4.03M | Sell |
44,629
-1,393
| -3% | -$122K | 2.2% | 15 |
|
|
2016
Q3 | $4.02M | Sell |
46,022
-1,595
| -3% | -$142K | 2.41% | 16 |
|
|
2016
Q2 | $4.46M | Sell |
47,617
-733
| -2% | -$64.8K | 2.7% | 13 |
|
|
2016
Q1 | $4.04M | Buy |
48,350
+744
| +2% | +$59.6K | 1.57% | 17 |
|
|
2015
Q4 | $3.71M | Sell |
47,606
-2,074
| -4% | -$166K | 2.33% | 18 |
|
|
2015
Q3 | $3.69M | Buy |
49,680
+16,308
| +49% | +$1.26M | 2.43% | 18 |
|
|
2015
Q2 | $2.78M | Buy |
33,372
+801
| +2% | +$68.9K | 2.09% | 21 |
|
|
2015
Q1 | $2.77M | Buy |
32,571
+285
| +0.9% | +$25.3K | 2.14% | 21 |
|
|
2014
Q4 | $2.98M | Buy |
32,286
+779
| +2% | +$72.6K | 2.42% | 16 |
|
|
2014
Q3 | $2.96M | Buy |
31,507
+238
| +0.8% | +$23.7K | 2.53% | 13 |
|
|
2014
Q2 | $3.15M | Buy |
31,269
+609
| +2% | +$61.4K | 2.69% | 12 |
|
|
2014
Q1 | $3M | Sell |
30,660
-301
| -1% | -$28.7K | 2.76% | 10 |
|
|
2013
Q4 | $3.13M | Buy |
+30,961
| New | +$2.86M | 3.07% | 7 |
|
Other funds holding XOM
Paradigm Financial Advisors's XOM Position: Q3 2021 in Review
Paradigm Financial Advisors sold out of ExxonMobil (XOM) in Q3 2021, closing a stake of 3,436 shares — an estimated $217K sold.
Paradigm Financial Advisors first reported a position in XOM in Q4 2013 and held it in 30 quarters. The position peaked at $4.46M in Q2 2016. 2,722 funds tracked by Wall St. Rank hold XOM as of Q3 2021.
- Paradigm Financial Advisors reported no remaining ExxonMobil position as of Q3 2021 after selling out during the quarter.
- Paradigm Financial Advisors sold 3,436 ExxonMobil shares in Q3 2021, an estimated $217K.
- Paradigm Financial Advisors first reported a position in ExxonMobil in Q4 2013 and held it in 30 quarters.
- Paradigm Financial Advisors's ExxonMobil position peaked at $4.46M in Q2 2016.
- 2,722 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2021.
Based on Paradigm Financial Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.