SMA
Sage Mountain Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Sell |
42,927
-782
| -2% | -$84.3K | 0.3% | 43 |
|
|
2025
Q1 | $5.2M | Buy |
43,709
+2,617
| +6% | +$311K | 0.38% | 36 |
|
|
2024
Q4 | $4.42M | Buy |
41,092
+1,736
| +4% | +$187K | 0.32% | 41 |
|
|
2024
Q3 | $4.61M | Buy |
39,356
+1,789
| +5% | +$210K | 0.39% | 36 |
|
|
2024
Q2 | $4.32M | Buy |
37,567
+1,865
| +5% | +$215K | 0.4% | 36 |
|
|
2024
Q1 | $4.15M | Buy |
35,702
+3,824
| +12% | +$445K | 0.43% | 33 |
|
|
2023
Q4 | $3.19M | Sell |
31,878
-615
| -2% | -$61.5K | 0.37% | 39 |
|
|
2023
Q3 | $3.82M | Buy |
32,493
+228
| +0.7% | +$26.8K | 0.53% | 32 |
|
|
2023
Q2 | $3.46M | Sell |
32,265
-383
| -1% | -$41.1K | 0.49% | 31 |
|
|
2023
Q1 | $3.58M | Buy |
32,648
+22,952
| +237% | +$2.52M | 0.58% | 27 |
|
|
2022
Q4 | $1.07M | Buy |
9,696
+1,041
| +12% | +$115K | 0.24% | 38 |
|
|
2022
Q3 | $756K | Sell |
8,655
-2
| -0% | -$175 | 0.2% | 42 |
|
|
2022
Q2 | $741K | Buy |
8,657
+822
| +10% | +$70.4K | 0.13% | 137 |
|
|
2022
Q1 | $647K | Sell |
7,835
-1,451
| -16% | -$120K | 0.1% | 214 |
|
|
2021
Q4 | $568K | Sell |
9,286
-100
| -1% | -$6.12K | 0.07% | 273 |
|
|
2021
Q3 | $552K | Buy |
9,386
+262
| +3% | +$15.4K | 0.08% | 234 |
|
|
2021
Q2 | $576K | Sell |
9,124
-22
| -0.2% | -$1.39K | 0.1% | 206 |
|
|
2021
Q1 | $511K | Buy |
9,146
+4,228
| +86% | +$236K | 0.11% | 156 |
|
|
2020
Q4 | $203K | Buy |
+4,918
| New | +$203K | 0.07% | 174 |
|