Soltis Investment 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 | $3.41M | Sell |
31,615
-35,300
| -53% | -$3.81M | 0.27% | 92 |
|
|
2025
Q1 | $7.96M | Sell |
66,915
-2,975
| -4% | -$354K | 0.71% | 29 |
|
|
2024
Q4 | $7.52M | Buy |
69,890
+365
| +0.5% | +$39.3K | 0.7% | 28 |
|
|
2024
Q3 | $8.15M | Buy |
69,525
+41,708
| +150% | +$4.89M | 0.8% | 26 |
|
|
2024
Q2 | $3.2M | Buy |
27,817
+9,065
| +48% | +$1.04M | 0.34% | 86 |
|
|
2024
Q1 | $2.18M | Sell |
18,752
-2,748
| -13% | -$319K | 0.24% | 113 |
|
|
2023
Q4 | $2.15M | Sell |
21,500
-1,854
| -8% | -$185K | 0.24% | 108 |
|
|
2023
Q3 | $2.75M | Sell |
23,354
-1,927
| -8% | -$227K | 0.35% | 88 |
|
|
2023
Q2 | $2.71M | Sell |
25,281
-188
| -0.7% | -$20.2K | 0.32% | 85 |
|
|
2023
Q1 | $2.79M | Buy |
25,469
+3,981
| +19% | +$437K | 0.36% | 85 |
|
|
2022
Q4 | $2.37M | Buy |
21,488
+2,576
| +14% | +$284K | 0.31% | 88 |
|
|
2022
Q3 | $1.65M | Buy |
18,912
+660
| +4% | +$57.6K | 0.25% | 98 |
|
|
2022
Q2 | $1.56M | Sell |
18,252
-18,708
| -51% | -$1.6M | 0.23% | 101 |
|
|
2022
Q1 | $3.05M | Buy |
36,960
+18,530
| +101% | +$1.53M | 0.42% | 53 |
|
|
2021
Q4 | $1.13M | Sell |
18,430
-2,161
| -10% | -$132K | 0.16% | 124 |
|
|
2021
Q3 | $1.21M | Buy |
20,591
+280
| +1% | +$16.5K | 0.19% | 109 |
|
|
2021
Q2 | $1.28M | Buy |
20,311
+333
| +2% | +$21K | 0.2% | 100 |
|
|
2021
Q1 | $1.12M | Sell |
19,978
-22,922
| -53% | -$1.28M | 0.2% | 97 |
|
|
2020
Q4 | $1.77M | Sell |
42,900
-19,990
| -32% | -$824K | 0.33% | 52 |
|
|
2020
Q3 | $2.16M | Buy |
62,890
+7,224
| +13% | +$248K | 0.51% | 38 |
|
|
2020
Q2 | $2.49M | Buy |
55,666
+33,192
| +148% | +$1.48M | 0.65% | 35 |
|
|
2020
Q1 | $853K | Buy |
22,474
+8,857
| +65% | +$336K | 0.26% | 56 |
|
|
2019
Q4 | $950K | Buy |
+13,617
| New | +$950K | 0.18% | 59 |
|