SFA
Semmax Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Buy |
66,031
+631
| +1% | +$67.4K | 1.82% | 10 |
|
|
2025
Q1 | $7.02M | Buy |
65,400
+2,717
| +4% | +$292K | 1.9% | 9 |
|
|
2024
Q4 | $6.84M | Buy |
62,683
+1,293
| +2% | +$141K | 1.83% | 10 |
|
|
2024
Q3 | $7.39M | Buy |
61,390
+868
| +1% | +$104K | 2.03% | 7 |
|
|
2024
Q2 | $7.13M | Sell |
60,522
-290
| -0.5% | -$34.2K | 2.14% | 7 |
|
|
2024
Q1 | $7.17M | Sell |
60,812
-681
| -1% | -$80.3K | 2.36% | 4 |
|
|
2023
Q4 | $6.29M | Buy |
61,493
+627
| +1% | +$64.1K | 2.29% | 6 |
|
|
2023
Q3 | $6.38M | Buy |
+60,866
| New | +$6.38M | 2.55% | 5 |
|
|
2022
Q4 | $7.6M | Buy |
67,338
+3,670
| +6% | +$414K | 3.03% | 6 |
|
|
2022
Q3 | $7.24M | Buy |
63,668
+560
| +0.9% | +$63.6K | 3.06% | 7 |
|
|
2022
Q2 | $5.77M | Buy |
63,108
+6,521
| +12% | +$596K | 2.35% | 8 |
|
|
2022
Q1 | $4.67M | Buy |
56,587
+2,096
| +4% | +$173K | 1.84% | 16 |
|
|
2021
Q4 | $3.33M | Sell |
54,491
-4,284
| -7% | -$262K | 1.23% | 26 |
|
|
2021
Q3 | $3.46M | Sell |
58,775
-2,836
| -5% | -$167K | 1.19% | 29 |
|
|
2021
Q2 | $3.89M | Buy |
61,611
+2,760
| +5% | +$174K | 1.24% | 23 |
|
|
2021
Q1 | $3.29M | Sell |
58,851
-3,159
| -5% | -$176K | 1.17% | 26 |
|
|
2020
Q4 | $2.56M | Buy |
62,010
+1,540
| +3% | +$63.5K | 1.06% | 33 |
|
|
2020
Q3 | $2.08M | Buy |
60,470
+1,927
| +3% | +$66.2K | 0.99% | 38 |
|
|
2020
Q2 | $2.62M | Sell |
58,543
-1,633
| -3% | -$73K | 1.37% | 23 |
|
|
2020
Q1 | $2.29M | Buy |
60,176
+11,957
| +25% | +$454K | 1.45% | 20 |
|
|
2019
Q4 | $3.37M | Buy |
48,219
+6,831
| +17% | +$477K | 1.85% | 14 |
|
|
2019
Q3 | $2.92M | Buy |
41,388
+12,073
| +41% | +$852K | 1.75% | 15 |
|
|
2019
Q2 | $2.25M | Buy |
29,315
+3,073
| +12% | +$235K | 1.45% | 20 |
|
|
2019
Q1 | $2.12M | Buy |
26,242
+7,285
| +38% | +$589K | 1.47% | 16 |
|
|
2018
Q4 | $1.29M | Buy |
+18,957
| New | +$1.29M | 1.01% | 22 |
|