SWA
SFMG Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
20,356
-644
| -3% | -$69.4K | 0.16% | 67 |
|
|
2025
Q1 | $2.5M | Buy |
21,000
+62
| +0.3% | +$7.37K | 0.2% | 62 |
|
|
2024
Q4 | $2.25M | Buy |
20,938
+2,082
| +11% | +$224K | 0.18% | 67 |
|
|
2024
Q3 | $2.21M | Sell |
18,856
-672
| -3% | -$78.8K | 0.18% | 62 |
|
|
2024
Q2 | $2.25M | Buy |
19,528
+3,141
| +19% | +$362K | 0.2% | 61 |
|
|
2024
Q1 | $1.9M | Sell |
16,387
-315
| -2% | -$36.6K | 0.16% | 70 |
|
|
2023
Q4 | $1.67M | Buy |
16,702
+484
| +3% | +$48.4K | 0.15% | 73 |
|
|
2023
Q3 | $1.91M | Buy |
16,218
+549
| +4% | +$64.6K | 0.2% | 64 |
|
|
2023
Q2 | $1.68M | Sell |
15,669
-633
| -4% | -$67.9K | 0.17% | 68 |
|
|
2023
Q1 | $1.79M | Buy |
16,302
+148
| +0.9% | +$16.2K | 0.19% | 68 |
|
|
2022
Q4 | $1.78M | Buy |
16,154
+194
| +1% | +$21.4K | 0.2% | 66 |
|
|
2022
Q3 | $1.57M | Sell |
15,960
-13,497
| -46% | -$1.33M | 0.18% | 68 |
|
|
2022
Q2 | $2.52M | Sell |
29,457
-82
| -0.3% | -$7.02K | 0.29% | 49 |
|
|
2022
Q1 | $2.44M | Buy |
29,539
+7,715
| +35% | +$637K | 0.24% | 55 |
|
|
2021
Q4 | $1.34M | Buy |
21,824
+7,909
| +57% | +$484K | 0.13% | 83 |
|
|
2021
Q3 | $818K | Sell |
13,915
-278
| -2% | -$16.3K | 0.09% | 101 |
|
|
2021
Q2 | $895K | Sell |
14,193
-6,116
| -30% | -$386K | 0.1% | 98 |
|
|
2021
Q1 | $1.13M | Sell |
20,309
-2,193
| -10% | -$122K | 0.13% | 81 |
|
|
2020
Q4 | $928K | Sell |
22,502
-2,681
| -11% | -$111K | 0.12% | 86 |
|
|
2020
Q3 | $865K | Sell |
25,183
-138
| -0.5% | -$4.74K | 0.12% | 74 |
|
|
2020
Q2 | $1.13M | Sell |
25,321
-4,473
| -15% | -$200K | 0.16% | 53 |
|
|
2020
Q1 | $1.13M | Buy |
29,794
+466
| +2% | +$17.7K | 0.17% | 37 |
|
|
2019
Q4 | $2.05M | Sell |
29,328
-2,275
| -7% | -$159K | 0.25% | 37 |
|
|
2019
Q3 | $2.23M | Sell |
31,603
-2,673
| -8% | -$189K | 0.3% | 28 |
|
|
2019
Q2 | $2.56M | Buy |
34,276
+421
| +1% | +$31.5K | 0.35% | 23 |
|
|
2019
Q1 | $2.74M | Buy |
33,855
+279
| +0.8% | +$22.5K | 0.4% | 28 |
|
|
2018
Q4 | $2.29M | Buy |
33,576
+2,416
| +8% | +$165K | 0.37% | 27 |
|
|
2018
Q3 | $2.55M | Sell |
31,160
-2,884
| -8% | -$236K | 0.39% | 23 |
|
|
2018
Q2 | $2.82M | Sell |
34,044
-932
| -3% | -$77.1K | 0.46% | 19 |
|
|
2018
Q1 | $2.61M | Buy |
34,976
+2,947
| +9% | +$220K | 0.44% | 18 |
|
|
2017
Q4 | $2.68M | Sell |
32,029
-1,646
| -5% | -$138K | 0.44% | 20 |
|
|
2017
Q3 | $2.76M | Sell |
33,675
-735
| -2% | -$60.3K | 0.54% | 18 |
|
|
2017
Q2 | $2.78M | Buy |
34,410
+220
| +0.6% | +$17.8K | 0.58% | 17 |
|
|
2017
Q1 | $2.8M | Sell |
34,190
-884
| -3% | -$72.5K | 0.57% | 18 |
|
|
2016
Q4 | $3.17M | Sell |
35,074
-1,530
| -4% | -$138K | 0.67% | 17 |
|
|
2016
Q3 | $3.2M | Buy |
36,604
+3,778
| +12% | +$330K | 0.7% | 18 |
|
|
2016
Q2 | $3.08M | Buy |
32,826
+636
| +2% | +$59.6K | 0.69% | 18 |
|
|
2016
Q1 | $2.69M | Buy |
32,190
+112
| +0.3% | +$9.36K | 0.59% | 21 |
|
|
2015
Q4 | $2.5M | Sell |
32,078
-566
| -2% | -$44.1K | 0.57% | 19 |
|
|
2015
Q3 | $2.43M | Sell |
32,644
-1,150
| -3% | -$85.5K | 0.59% | 21 |
|
|
2015
Q2 | $2.81M | Sell |
33,794
-58,920
| -64% | -$4.9M | 0.63% | 17 |
|
|
2015
Q1 | $7.88M | Buy |
92,714
+57,767
| +165% | +$4.91M | 0.64% | 18 |
|
|
2014
Q4 | $3.23M | Buy |
34,947
+815
| +2% | +$75.4K | 0.72% | 17 |
|
|
2014
Q3 | $3.21M | Buy |
34,132
+1,336
| +4% | +$126K | 1.01% | 14 |
|
|
2014
Q2 | $3.3M | Sell |
32,796
-5,020
| -13% | -$505K | 1.14% | 12 |
|
|
2014
Q1 | $3.54M | Sell |
37,816
-2,524
| -6% | -$236K | 1.19% | 13 |
|
|
2013
Q4 | $4.08M | Buy |
40,340
+801
| +2% | +$81.1K | 1.4% | 13 |
|
|
2013
Q3 | $3.4M | Sell |
39,539
-260
| -0.7% | -$22.4K | 1.36% | 13 |
|
|
2013
Q2 | $3.6M | Buy |
+39,799
| New | +$3.6M | 1.44% | 12 |
|