Silver Lake Advisory’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
$317K Buy
2,945
+105
+4% +$11.3K 0.14% 86
2025
Q1
$338K Buy
2,840
+605
+27% +$71.9K 0.15% 87
2024
Q4
$240K Buy
2,235
+4
+0.2% +$430 0.11% 92
2024
Q3
$261K Sell
2,231
-40
-2% -$4.69K 0.11% 93
2024
Q2
$261K Sell
2,271
-220
-9% -$25.3K 0.12% 87
2024
Q1
$290K Buy
+2,491
New +$290K 0.13% 85
2023
Q3
Sell
-3,056
Closed -$328K 95
2023
Q2
$328K Buy
3,056
+6
+0.2% +$644 0.18% 79
2023
Q1
$334K Buy
+3,050
New +$334K 0.19% 77
2022
Q4
Sell
-3,262
Closed -$285K 94
2022
Q3
$285K Buy
3,262
+7
+0.2% +$612 0.17% 82
2022
Q2
$279K Buy
3,255
+6
+0.2% +$514 0.15% 86
2022
Q1
$268K Sell
3,249
-640
-16% -$52.8K 0.13% 93
2021
Q4
$238K Sell
3,889
-3,557
-48% -$218K 0.11% 100
2021
Q3
$438K Sell
7,446
-956
-11% -$56.2K 0.22% 77
2021
Q2
$489K Sell
8,402
-6
-0.1% -$349 0.23% 75
2021
Q1
$469K Sell
8,408
-163
-2% -$9.09K 0.24% 71
2020
Q4
$353K Sell
8,571
-49
-0.6% -$2.02K 0.19% 74
2020
Q3
$296K Sell
8,620
-1,206
-12% -$41.4K 0.18% 75
2020
Q2
$439K Buy
9,826
+122
+1% +$5.45K 0.28% 63
2020
Q1
$368K Sell
9,704
-1,005
-9% -$38.1K 0.27% 64
2019
Q4
$747K Sell
10,709
-1,592
-13% -$111K 0.45% 55
2019
Q3
$869K Buy
12,301
+1,262
+11% +$89.2K 0.56% 51
2019
Q2
$846K Sell
11,039
-57
-0.5% -$4.37K 0.56% 52
2019
Q1
$897K Buy
11,096
+37
+0.3% +$2.99K 0.6% 48
2018
Q4
$754K Buy
11,059
+39
+0.4% +$2.66K 0.56% 52
2018
Q3
$937K Buy
11,020
+3,433
+45% +$292K 0.57% 57
2018
Q2
$613K Sell
7,587
-2,775
-27% -$224K 0.49% 52
2018
Q1
$773K Sell
10,362
-92
-0.9% -$6.86K 0.57% 52
2017
Q4
$874K Buy
10,454
+2,839
+37% +$237K 0.62% 50
2017
Q3
$624K Buy
7,615
+28
+0.4% +$2.29K 0.48% 54
2017
Q2
$613K Sell
7,587
-59
-0.8% -$4.77K 0.45% 54
2017
Q1
$627K Sell
7,646
-1,368
-15% -$112K 0.47% 55
2016
Q4
$814K Buy
9,014
+24
+0.3% +$2.17K 0.63% 50
2016
Q3
$785K Buy
8,990
+24
+0.3% +$2.1K 0.59% 49
2016
Q2
$840K Buy
8,966
+34
+0.4% +$3.19K 0.63% 49
2016
Q1
$747K Buy
8,932
+25
+0.3% +$2.09K 0.64% 45
2015
Q4
$694K Buy
8,907
+28
+0.3% +$2.18K 0.62% 46
2015
Q3
$660K Buy
8,879
+28
+0.3% +$2.08K 0.59% 50
2015
Q2
$736K Buy
8,851
+380
+4% +$31.6K 0.6% 51
2015
Q1
$720K Buy
8,471
+22
+0.3% +$1.87K 0.58% 49
2014
Q4
$781K Buy
8,449
+21
+0.2% +$1.94K 0.63% 49
2014
Q3
$793K Buy
8,428
+75
+0.9% +$7.06K 0.65% 49
2014
Q2
$865K Buy
8,353
+150
+2% +$15.5K 0.72% 47
2014
Q1
$801K Buy
8,203
+16
+0.2% +$1.56K 0.72% 48
2013
Q4
$828K Buy
+8,187
New +$828K 0.7% 49