Reilly 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
Q4 | $974K | Buy |
15,914
+1,658
| +12% | +$104K | 0.07% | 121 |
|
|
2021
Q3 | $839K | Sell |
14,256
-330
| -2% | -$18.8K | 0.07% | 119 |
|
|
2021
Q2 | $920K | Buy |
14,586
+1,018
| +8% | +$60.8K | 0.07% | 119 |
|
|
2021
Q1 | $758K | Buy |
13,568
+1,012
| +8% | +$53.1K | 0.07% | 122 |
|
|
2020
Q4 | $518K | Hold |
12,556
| – | – | 0.05% | 134 |
|
|
2020
Q3 | $431K | Sell |
12,556
-2,162
| -15% | -$88.4K | 0.05% | 137 |
|
|
2020
Q2 | $658K | Sell |
14,718
-1,073
| -7% | -$48.1K | 0.08% | 115 |
|
|
2020
Q1 | $600K | Sell |
15,791
-1,225
| -7% | -$67.6K | 0.09% | 116 |
|
|
2019
Q4 | $1.19M | Sell |
17,016
-345
| -2% | -$23.9K | 0.14% | 108 |
|
|
2019
Q3 | $1.23M | Sell |
17,361
-277
| -2% | -$20K | 0.15% | 102 |
|
|
2019
Q2 | $1.35M | Sell |
17,638
-2,559
| -13% | -$198K | 0.17% | 94 |
|
|
2019
Q1 | $1.63M | Sell |
20,197
-16,922
| -46% | -$1.29M | 0.21% | 87 |
|
|
2018
Q4 | $2.53M | Sell |
37,119
-75,874
| -67% | -$5.95M | 0.37% | 59 |
|
|
2018
Q3 | $9.61M | Sell |
112,993
-3,210
| -3% | -$262K | 1.27% | 39 |
|
|
2018
Q2 | $9.61M | Sell |
116,203
-77,118
| -40% | -$6.14M | 1.36% | 37 |
|
|
2018
Q1 | $14.4M | Buy |
193,321
+3,973
| +2% | +$318K | 2.02% | 7 |
|
|
2017
Q4 | $15.8M | Buy |
189,348
+1,584
| +0.8% | +$131K | 2.25% | 5 |
|
|
2017
Q3 | $15.4M | Buy |
187,764
+1,061
| +0.6% | +$84.2K | 2.31% | 3 |
|
|
2017
Q2 | $15.1M | Buy |
186,703
+16,920
| +10% | +$1.38M | 2.31% | 1 |
|
|
2017
Q1 | $13.9M | Buy |
169,783
+4,901
| +3% | +$409K | 2.24% | 2 |
|
|
2016
Q4 | $14.9M | Sell |
164,882
-1,089
| -0.7% | -$95.2K | 2.57% | 1 |
|
|
2016
Q3 | $14.5M | Buy |
165,971
+9,264
| +6% | +$822K | 2.57% | 2 |
|
|
2016
Q2 | $14.7M | Buy |
+156,707
| New | +$13.9M | 2.7% | 1 |
|
|
2015
Q4 | – | Sell |
-132,164
| Closed | -$10.6M | – | 1405 |
|
|
2015
Q3 | $9.83M | Buy |
132,164
+4,496
| +4% | +$346K | 1.79% | 12 |
|
|
2015
Q2 | $10.6M | Buy |
127,668
+7,253
| +6% | +$624K | 1.83% | 13 |
|
|
2015
Q1 | $10.2M | Buy |
+120,415
| New | +$10.7M | 1.81% | 12 |
|
|
2014
Q2 | – | Sell |
-23,095
| Closed | -$2.26M | – | 903 |
|
|
2014
Q1 | $2.26M | Sell |
23,095
-86,081
| -79% | -$8.21M | 0.54% | 51 |
|
|
2013
Q4 | $11M | Buy |
109,176
+9,304
| +9% | +$860K | 2.71% | 3 |
|
|
2013
Q3 | $8.6M | Buy |
99,872
+923
| +0.9% | +$83.2K | 2.39% | 6 |
|
|
2013
Q2 | $8.97M | Buy |
+98,949
| New | +$8.9M | 2.66% | 2 |
|
Other funds holding XOM
Reilly Financial Advisors's XOM Position: Q4 2021 in Review
Reilly Financial Advisors increased its ExxonMobil (XOM) stake by 12% in Q4 2021, buying an estimated $104K and bringing the position to 15,914 shares worth $974K. The position accounts for 0.07% of the portfolio, ranked #121.
Reilly Financial Advisors first reported a position in XOM in Q2 2013 and has held it in 30 quarters since. The position peaked at $15.8M in Q4 2017. 3,006 funds tracked by Wall St. Rank hold XOM as of Q4 2021.
- Reilly Financial Advisors held 15,914 shares of ExxonMobil worth $974K as of Q4 2021.
- Reilly Financial Advisors bought 1,658 ExxonMobil shares in Q4 2021, an estimated $104K.
- ExxonMobil made up 0.07% of Reilly Financial Advisors's portfolio in Q4 2021, its #121 holding.
- Reilly Financial Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 30 quarters since.
- Reilly Financial Advisors's ExxonMobil position peaked at $15.8M in Q4 2017.
- 3,006 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.