Polaris Wealth Advisory Group’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $15.7M | Buy |
133,522
+5,158
| +4% | +$566K | 1.19% | 26 |
|
|
2023
Q2 | $13.8M | Sell |
128,364
-5,501
| -4% | -$600K | 1.04% | 36 |
|
|
2023
Q1 | $14.7M | Sell |
133,865
-31,477
| -19% | -$3.48M | 1.08% | 30 |
|
|
2022
Q4 | $18.4M | Sell |
165,342
-39,917
| -19% | -$4.28M | 1.37% | 24 |
|
|
2022
Q3 | $20.3M | Buy |
205,259
+200,102
| +3,880% | +$18.3M | 1.69% | 22 |
|
|
2022
Q2 | $442K | Sell |
5,157
-5,584
| -52% | -$504K | 0.04% | 105 |
|
|
2022
Q1 | $914K | Buy |
10,741
+3,904
| +57% | +$303K | 0.06% | 98 |
|
|
2021
Q4 | $418K | Sell |
6,837
-393,397
| -98% | -$24.6M | 0.02% | 133 |
|
|
2021
Q3 | $24.3M | Buy |
400,234
+180,777
| +82% | +$10.3M | 1.45% | 27 |
|
|
2021
Q2 | $13.9M | Buy |
219,457
+213,159
| +3,385% | +$12.7M | 0.82% | 41 |
|
|
2021
Q1 | $352K | Sell |
6,298
-549,126
| -99% | -$28.8M | 0.02% | 138 |
|
|
2020
Q4 | $25.3M | Buy |
+555,424
| New | +$20.8M | 1.89% | 12 |
|
|
2020
Q3 | – | Sell |
-11,337
| Closed | -$496K | – | 184 |
|
|
2020
Q2 | $496K | Buy |
11,337
+1,304
| +13% | +$58.5K | 0.04% | 106 |
|
|
2020
Q1 | $381K | Buy |
10,033
+1,636
| +19% | +$90.3K | 0.04% | 96 |
|
|
2019
Q4 | $578K | Sell |
8,397
-963
| -10% | -$66.6K | 0.04% | 109 |
|
|
2019
Q3 | $629K | Buy |
9,360
+927
| +11% | +$67K | 0.05% | 107 |
|
|
2019
Q2 | $646K | Buy |
8,433
+3,897
| +86% | +$302K | 0.05% | 105 |
|
|
2019
Q1 | $371K | Hold |
4,536
| – | – | 0.03% | 121 |
|
|
2018
Q4 | $309K | Sell |
4,536
-50
| -1% | -$3.92K | 0.03% | 122 |
|
|
2018
Q3 | $390K | Buy |
4,586
+3,953
| +624% | +$323K | 0.03% | 113 |
|
|
2018
Q2 | $47K | Sell |
633
-3,746
| -86% | -$298K | ﹤0.01% | 132 |
|
|
2018
Q1 | $327K | Buy |
4,379
+533
| +14% | +$42.6K | 0.03% | 116 |
|
|
2017
Q4 | $322K | Buy |
3,846
+318
| +9% | +$26.3K | 0.03% | 117 |
|
|
2017
Q3 | $289K | Buy |
+3,528
| New | +$280K | 0.03% | 122 |
|
|
2016
Q3 | – | Sell |
-2,368
| Closed | -$222K | – | 122 |
|
|
2016
Q2 | $222K | Sell |
2,368
-2,610
| -52% | -$231K | 0.03% | 91 |
|
|
2016
Q1 | $416K | Sell |
4,978
-5,978
| -55% | -$479K | 0.07% | 81 |
|
|
2015
Q4 | $854K | Buy |
+10,956
| New | +$876K | 0.14% | 61 |
|
|
2014
Q2 | – | Sell |
-3,350
| Closed | -$327K | – | 155 |
|
|
2014
Q1 | $327K | Hold |
3,350
| – | – | 0.08% | 74 |
|
|
2013
Q4 | $339K | Hold |
3,350
| – | – | 0.08% | 65 |
|
|
2013
Q3 | $288K | Sell |
3,350
-2,563
| -43% | -$231K | 0.09% | 51 |
|
|
2013
Q2 | $534K | Buy |
+5,913
| New | +$532K | 0.21% | 50 |
|
Other funds holding XOM
Polaris Wealth Advisory Group's XOM Position: Q3 2023 in Review
Polaris Wealth Advisory Group increased its ExxonMobil (XOM) stake by 4% in Q3 2023, buying an estimated $566K and bringing the position to 133,522 shares worth $15.7M. The position accounts for 1.19% of the portfolio, ranked #26.
Polaris Wealth Advisory Group first reported a position in XOM in Q2 2013 and has held it in 31 quarters since. The position peaked at $25.3M in Q4 2020. 3,576 funds tracked by Wall St. Rank hold XOM as of Q3 2023.
- Polaris Wealth Advisory Group held 133,522 shares of ExxonMobil worth $15.7M as of Q3 2023.
- Polaris Wealth Advisory Group bought 5,158 ExxonMobil shares in Q3 2023, an estimated $566K.
- ExxonMobil made up 1.19% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #26 holding.
- Polaris Wealth Advisory Group first reported a position in ExxonMobil in Q2 2013 and has held it in 31 quarters since.
- Polaris Wealth Advisory Group's ExxonMobil position peaked at $25.3M in Q4 2020.
- 3,576 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.
Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.