Sequoia Financial Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68M | Buy |
630,609
+111,147
| +21% | +$12M | 0.46% | 49 |
|
|
2025
Q1 | $61.8M | Sell |
519,462
-14,717
| -3% | -$1.75M | 0.48% | 47 |
|
|
2024
Q4 | $57.5M | Buy |
534,179
+75,562
| +16% | +$8.13M | 0.55% | 37 |
|
|
2024
Q3 | $53.8M | Buy |
458,617
+50,326
| +12% | +$5.9M | 0.58% | 36 |
|
|
2024
Q2 | $47M | Buy |
408,291
+19,019
| +5% | +$2.19M | 0.57% | 36 |
|
|
2024
Q1 | $45.2M | Buy |
389,272
+71,781
| +23% | +$8.34M | 0.56% | 36 |
|
|
2023
Q4 | $31.7M | Buy |
317,491
+69,674
| +28% | +$6.97M | 0.39% | 59 |
|
|
2023
Q3 | $29.1M | Buy |
247,817
+18,401
| +8% | +$2.16M | 0.51% | 44 |
|
|
2023
Q2 | $24.6M | Buy |
229,416
+43,654
| +23% | +$4.68M | 0.42% | 47 |
|
|
2023
Q1 | $20.4M | Buy |
185,762
+8,808
| +5% | +$966K | 0.45% | 39 |
|
|
2022
Q4 | $19.5M | Buy |
176,954
+53,218
| +43% | +$5.87M | 0.48% | 38 |
|
|
2022
Q3 | $10.8M | Sell |
123,736
-7,648
| -6% | -$668K | 0.34% | 52 |
|
|
2022
Q2 | $11.3M | Buy |
131,384
+14,024
| +12% | +$1.2M | 0.32% | 55 |
|
|
2022
Q1 | $9.69M | Buy |
117,360
+17,447
| +17% | +$1.44M | 0.24% | 86 |
|
|
2021
Q4 | $6.11M | Buy |
99,913
+90,601
| +973% | +$5.54M | 0.17% | 105 |
|
|
2021
Q3 | $548K | Sell |
9,312
-72,506
| -89% | -$4.27M | 0.06% | 145 |
|
|
2021
Q2 | $5.16M | Buy |
81,818
+40,425
| +98% | +$2.55M | 0.19% | 94 |
|
|
2021
Q1 | $2.31M | Sell |
41,393
-1,311
| -3% | -$73.2K | 0.1% | 119 |
|
|
2020
Q4 | $1.76M | Buy |
42,704
+646
| +2% | +$26.6K | 0.08% | 134 |
|
|
2020
Q3 | $1.44M | Sell |
42,058
-23,854
| -36% | -$819K | 0.08% | 135 |
|
|
2020
Q2 | $2.95M | Buy |
65,912
+8,641
| +15% | +$386K | 0.17% | 70 |
|
|
2020
Q1 | $2.18M | Buy |
57,271
+14,189
| +33% | +$539K | 0.16% | 74 |
|
|
2019
Q4 | $3.01M | Sell |
43,082
-11,374
| -21% | -$794K | 0.19% | 69 |
|
|
2019
Q3 | $3.85M | Buy |
54,456
+1,060
| +2% | +$74.8K | 0.28% | 54 |
|
|
2019
Q2 | $4.09M | Buy |
53,396
+149
| +0.3% | +$11.4K | 0.3% | 53 |
|
|
2019
Q1 | $4.3M | Buy |
53,247
+28,177
| +112% | +$2.28M | 0.35% | 47 |
|
|
2018
Q4 | $1.71M | Sell |
25,070
-5,307
| -17% | -$362K | 0.2% | 76 |
|
|
2018
Q3 | $2.58M | Sell |
30,377
-3,071
| -9% | -$261K | 0.26% | 69 |
|
|
2018
Q2 | $2.77M | Sell |
33,448
-6,611
| -17% | -$547K | 0.29% | 59 |
|
|
2018
Q1 | $2.99M | Buy |
40,059
+2,666
| +7% | +$199K | 0.31% | 61 |
|
|
2017
Q4 | $3.13M | Buy |
37,393
+5,773
| +18% | +$483K | 0.33% | 63 |
|
|
2017
Q3 | $2.59M | Buy |
31,620
+9,035
| +40% | +$741K | 0.31% | 63 |
|
|
2017
Q2 | $1.82M | Sell |
22,585
-223
| -1% | -$18K | 0.23% | 80 |
|
|
2017
Q1 | $1.87M | Sell |
22,808
-759
| -3% | -$62.2K | 0.24% | 75 |
|
|
2016
Q4 | $2.13M | Buy |
23,567
+9,649
| +69% | +$871K | 0.3% | 61 |
|
|
2016
Q3 | $1.22M | Sell |
13,918
-2,982
| -18% | -$260K | 0.23% | 72 |
|
|
2016
Q2 | $1.58M | Sell |
16,900
-1,120
| -6% | -$105K | 0.44% | 53 |
|
|
2016
Q1 | $1.51M | Buy |
18,020
+1,930
| +12% | +$161K | 0.49% | 47 |
|
|
2015
Q4 | $1.25M | Sell |
16,090
-155
| -1% | -$12.1K | 0.51% | 42 |
|
|
2015
Q3 | $1.21M | Sell |
16,245
-594
| -4% | -$44.2K | 0.53% | 40 |
|
|
2015
Q2 | $1.4M | Buy |
16,839
+3,746
| +29% | +$312K | 0.59% | 34 |
|
|
2015
Q1 | $1.11M | Buy |
13,093
+318
| +2% | +$27K | 0.51% | 47 |
|
|
2014
Q4 | $1.18M | Sell |
12,775
-538
| -4% | -$49.7K | 0.81% | 27 |
|
|
2014
Q3 | $1.25M | Sell |
13,313
-1,030
| -7% | -$96.9K | 0.87% | 26 |
|
|
2014
Q2 | $1.44M | Buy |
14,343
+447
| +3% | +$45K | 1.1% | 19 |
|
|
2014
Q1 | $1.36M | Buy |
13,896
+790
| +6% | +$77.1K | 1.13% | 13 |
|
|
2013
Q4 | $1.33M | Buy |
+13,106
| New | +$1.33M | 1.1% | 15 |
|