SAG
SageView Advisory Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Buy |
45,881
+349
| +0.8% | +$38.9K | 0.19% | 54 |
|
|
2025
Q1 | $5.42M | Buy |
45,532
+4,255
| +10% | +$506K | 0.23% | 48 |
|
|
2024
Q4 | $4.44M | Buy |
41,277
+10,288
| +33% | +$1.11M | 0.19% | 67 |
|
|
2024
Q3 | $3.63M | Sell |
30,989
-6,493
| -17% | -$761K | 0.18% | 70 |
|
|
2024
Q2 | $4.31M | Buy |
37,482
+10,664
| +40% | +$1.23M | 0.2% | 68 |
|
|
2024
Q1 | $3.12M | Sell |
26,818
-9,617
| -26% | -$1.12M | 0.16% | 80 |
|
|
2023
Q4 | $3.82M | Buy |
36,435
+11,392
| +45% | +$1.19M | 0.16% | 77 |
|
|
2023
Q3 | $2.94M | Buy |
25,043
+712
| +3% | +$83.7K | 0.17% | 80 |
|
|
2023
Q2 | $2.61M | Buy |
24,331
+2,743
| +13% | +$294K | 0.15% | 94 |
|
|
2023
Q1 | $2.37M | Buy |
21,588
+3,169
| +17% | +$347K | 0.15% | 101 |
|
|
2022
Q4 | $2.03M | Buy |
+18,419
| New | +$2.03M | 0.17% | 98 |
|