Resonant Capital 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 | $5.85M | Buy |
54,238
+2,369
| +5% | +$255K | 0.37% | 53 |
|
|
2025
Q1 | $6.17M | Buy |
51,869
+3,526
| +7% | +$419K | 0.43% | 49 |
|
|
2024
Q4 | $5.2M | Sell |
48,343
-822
| -2% | -$88.4K | 0.38% | 53 |
|
|
2024
Q3 | $5.76M | Buy |
49,165
+973
| +2% | +$114K | 0.42% | 46 |
|
|
2024
Q2 | $5.55M | Buy |
48,192
+3,342
| +7% | +$385K | 0.45% | 47 |
|
|
2024
Q1 | $5.21M | Buy |
44,850
+1,530
| +4% | +$178K | 0.45% | 49 |
|
|
2023
Q4 | $4.33M | Buy |
43,320
+553
| +1% | +$55.3K | 0.42% | 49 |
|
|
2023
Q3 | $5.03M | Sell |
42,767
-15,792
| -27% | -$1.86M | 0.54% | 42 |
|
|
2023
Q2 | $6.28M | Buy |
58,559
+1,242
| +2% | +$133K | 0.68% | 35 |
|
|
2023
Q1 | $6.29M | Sell |
57,317
-964
| -2% | -$106K | 0.71% | 36 |
|
|
2022
Q4 | $6.43M | Buy |
58,281
+472
| +0.8% | +$52.1K | 0.8% | 32 |
|
|
2022
Q3 | $5.05M | Sell |
57,809
-376
| -0.6% | -$32.8K | 0.77% | 33 |
|
|
2022
Q2 | $4.98M | Sell |
58,185
-544
| -0.9% | -$46.6K | 0.78% | 31 |
|
|
2022
Q1 | $4.88M | Buy |
58,729
+2,325
| +4% | +$193K | 0.72% | 32 |
|
|
2021
Q4 | $3.45M | Buy |
56,404
+5,062
| +10% | +$310K | 0.52% | 42 |
|
|
2021
Q3 | $3.02M | Buy |
51,342
+8,394
| +20% | +$494K | 0.53% | 39 |
|
|
2021
Q2 | $2.71M | Buy |
42,948
+1,700
| +4% | +$107K | 0.52% | 38 |
|
|
2021
Q1 | $2.3M | Buy |
41,248
+20,708
| +101% | +$1.16M | 0.47% | 45 |
|
|
2020
Q4 | $847K | Sell |
20,540
-5,952
| -22% | -$245K | 0.2% | 87 |
|
|
2020
Q3 | $909K | Buy |
26,492
+6,648
| +34% | +$228K | 0.26% | 79 |
|
|
2020
Q2 | $887K | Sell |
19,844
-5,941
| -23% | -$266K | 0.26% | 82 |
|
|
2020
Q1 | $979K | Sell |
25,785
-746
| -3% | -$28.3K | 0.36% | 84 |
|
|
2019
Q4 | $1.85M | Buy |
+26,531
| New | +$1.85M | 0.58% | 54 |
|