SeaCrest Wealth Management’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.81M Sell
27,832
-3,044
-10% -$456K 0.42% 44
2026
Q1
$5.24M Sell
30,876
-1,229
-4% -$179K 0.56% 30
2025
Q4
$3.8M Sell
32,105
-110
-0.3% -$12.8K 0.39% 43
2025
Q3
$3.67M Sell
32,215
-3,607
-10% -$401K 0.39% 44
2025
Q2
$3.86M Buy
35,822
+2,288
+7% +$245K 0.42% 34
2025
Q1
$3.99M Sell
33,534
-705
-2% -$78K 0.45% 34
2024
Q4
$3.68M Sell
34,239
-3,431
-9% -$401K 0.39% 34
2024
Q3
$4.42M Sell
37,670
-1,678
-4% -$194K 0.48% 30
2024
Q2
$4.53M Buy
39,348
+4,424
+13% +$515K 0.52% 25
2024
Q1
$4.06M Sell
34,924
-20,570
-37% -$2.15M 0.5% 32
2023
Q4
$5.7M Sell
55,494
-2,035
-4% -$214K 0.7% 21
2023
Q3
$6.76M Sell
57,529
-5,458
-9% -$599K 0.88% 15
2023
Q2
$6.76M Buy
62,987
+573
+0.9% +$62.5K 0.85% 16
2023
Q1
$6.84M Buy
62,414
+329
+0.5% +$36.4K 0.93% 12
2022
Q4
$6.85M Buy
62,085
+7,436
+14% +$797K 0.98% 11
2022
Q3
$4.77M Sell
54,649
-7,239
-12% -$661K 0.72% 23
2022
Q2
$5.3M Sell
61,888
-4,101
-6% -$370K 0.67% 23
2022
Q1
$5.45M Sell
65,989
-6,684
-9% -$520K 0.63% 23
2021
Q4
$4.45M Buy
72,673
+688
+1% +$43K 0.49% 36
2021
Q3
$4.23M Sell
71,985
-5,475
-7% -$312K 0.51% 36
2021
Q2
$4.89M Buy
77,460
+3,341
+5% +$199K 0.59% 30
2021
Q1
$4.14M Buy
74,119
+77
+0.1% +$4.04K 0.55% 35
2020
Q4
$3.05M Buy
74,042
+5,699
+8% +$214K 0.43% 45
2020
Q3
$2.35M Sell
68,343
-6,348
-8% -$260K 0.38% 54
2020
Q2
$3.34M Buy
74,691
+1,661
+2% +$74.5K 0.58% 37
2020
Q1
$2.77M Sell
73,030
-10,311
-12% -$569K 0.6% 36
2019
Q4
$5.82M Buy
83,341
+19,780
+31% +$1.37M 0.97% 13
2019
Q3
$4.49M Sell
63,561
-1,695
-3% -$123K 0.84% 15
2019
Q2
$5M Sell
65,256
-1,934
-3% -$150K 1.02% 12
2019
Q1
$5.43M Buy
67,190
+905
+1% +$69K 0.93% 13
2018
Q4
$4.52M Sell
66,285
-10,371
-14% -$814K 0.93% 14
2018
Q3
$6.52M Sell
76,656
-2,116
-3% -$173K 1.1% 11
2018
Q2
$6.52M Buy
78,772
+6,831
+9% +$544K 1.17% 10
2018
Q1
$5.37M Buy
71,941
+538
+0.8% +$43K 0.98% 11
2017
Q4
$5.97M Buy
+71,403
New +$5.91M 1.09% 11

Other funds holding XOM

SeaCrest Wealth Management's XOM Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its ExxonMobil (XOM) stake by 9.9% in Q2 2026, selling an estimated $456K and leaving 27,832 shares worth $3.81M. The position accounts for 0.42% of the portfolio, ranked #44.

SeaCrest Wealth Management first reported a position in XOM in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.85M in Q4 2022. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • SeaCrest Wealth Management held 27,832 shares of ExxonMobil worth $3.81M as of Q2 2026.
  • SeaCrest Wealth Management sold 3,044 ExxonMobil shares in Q2 2026, an estimated $456K.
  • ExxonMobil made up 0.42% of SeaCrest Wealth Management's portfolio in Q2 2026, its #44 holding.
  • SeaCrest Wealth Management first reported a position in ExxonMobil in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's ExxonMobil position peaked at $6.85M in Q4 2022.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.