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Sonora Investment Management’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$3.2M Buy
54,378
+11,830
+28% +$696K 0.4% 71
2021
Q2
$2.68M Buy
42,548
+1,548
+4% +$97.7K 0.35% 77
2021
Q1
$2.29M Sell
41,000
-1,667
-4% -$93.1K 0.18% 138
2020
Q4
$1.76M Buy
42,667
+1,283
+3% +$52.9K 0.15% 147
2020
Q3
$1.42M Buy
41,384
+1,237
+3% +$42.5K 0.13% 142
2020
Q2
$1.8M Sell
40,147
-4,010
-9% -$179K 0.18% 115
2020
Q1
$1.68M Sell
44,157
-55,279
-56% -$2.1M 0.2% 110
2019
Q4
$6.94M Buy
99,436
+12,922
+15% +$902K 0.66% 51
2019
Q3
$6.11M Buy
86,514
+6,523
+8% +$461K 0.64% 52
2019
Q2
$6.13M Buy
79,991
+9,024
+13% +$692K 0.68% 46
2019
Q1
$5.73M Buy
70,967
+7,023
+11% +$567K 0.7% 44
2018
Q4
$4.36M Sell
63,944
-873
-1% -$59.5K 0.63% 51
2018
Q3
$5.51M Buy
64,817
+4,695
+8% +$399K 0.76% 46
2018
Q2
$4.97M Sell
60,122
-2,725
-4% -$225K 0.77% 46
2018
Q1
$4.69M Buy
62,847
+7,328
+13% +$547K 0.75% 46
2017
Q4
$4.64M Buy
55,519
+5,011
+10% +$419K 0.75% 47
2017
Q3
$4.14M Buy
50,508
+5,956
+13% +$488K 0.72% 47
2017
Q2
$3.6M Buy
44,552
+285
+0.6% +$23K 0.68% 45
2017
Q1
$3.63M Buy
44,267
+5,925
+15% +$486K 0.71% 42
2016
Q4
$3.46M Buy
38,342
+4,440
+13% +$401K 0.72% 41
2016
Q3
$2.96M Sell
33,902
-1,348
-4% -$118K 0.62% 49
2016
Q2
$3.3M Buy
35,250
+2,422
+7% +$227K 0.76% 40
2016
Q1
$2.87M Buy
32,828
+7,560
+30% +$660K 0.69% 45
2015
Q4
$1.97M Buy
25,268
+7,007
+38% +$546K 0.51% 58
2015
Q3
$1.32M Buy
+18,261
New +$1.32M 0.4% 63