SIA
Schechter Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.87M | Sell |
24,108
-2,196
| -8% | -$261K | 0.24% | 85 |
|
|
2024
Q4 | $2.83M | Sell |
26,304
-3,767
| -13% | -$405K | 0.22% | 94 |
|
|
2024
Q3 | $3.52M | Buy |
30,071
+2,292
| +8% | +$269K | 0.26% | 74 |
|
|
2024
Q2 | $3.2M | Buy |
27,779
+3,158
| +13% | +$364K | 0.24% | 77 |
|
|
2024
Q1 | $2.86M | Buy |
24,621
+3,874
| +19% | +$450K | 0.21% | 85 |
|
|
2023
Q4 | $2.07M | Sell |
20,747
-5,046
| -20% | -$505K | 0.18% | 112 |
|
|
2023
Q3 | $3.03M | Buy |
25,793
+51
| +0.2% | +$6K | 0.29% | 57 |
|
|
2023
Q2 | $2.76M | Buy |
25,742
+404
| +2% | +$43.3K | 0.25% | 74 |
|
|
2023
Q1 | $2.78M | Buy |
25,338
+4,269
| +20% | +$468K | 0.26% | 70 |
|
|
2022
Q4 | $2.32M | Buy |
21,069
+1,578
| +8% | +$174K | 0.21% | 93 |
|
|
2022
Q3 | $1.7M | Buy |
19,491
+1,833
| +10% | +$160K | 0.17% | 131 |
|
|
2022
Q2 | $1.51M | Buy |
17,658
+2,407
| +16% | +$206K | 0.15% | 154 |
|
|
2022
Q1 | $1.26M | Buy |
15,251
+3,403
| +29% | +$281K | 0.12% | 218 |
|
|
2021
Q4 | $725K | Buy |
+11,848
| New | +$725K | 0.07% | 399 |
|