SIAP
Sterling Investment Advisors (Pennsylvania)’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
39,263
+917
| +2% | +$98.9K | 0.93% | 32 |
|
|
2025
Q1 | $4.56M | Sell |
38,346
-959
| -2% | -$114K | 1.09% | 26 |
|
|
2024
Q4 | $4.23M | Buy |
39,305
+220
| +0.6% | +$23.7K | 1.03% | 28 |
|
|
2024
Q3 | $4.58M | Sell |
39,085
-585
| -1% | -$68.6K | 1.16% | 27 |
|
|
2024
Q2 | $4.57M | Buy |
39,670
+32,866
| +483% | +$3.78M | 1.23% | 26 |
|
|
2024
Q1 | $791K | Buy |
6,804
+12
| +0.2% | +$1.4K | 0.22% | 88 |
|
|
2023
Q4 | $679K | Sell |
6,792
-161
| -2% | -$16.1K | 0.21% | 87 |
|
|
2023
Q3 | $818K | Buy |
6,953
+125
| +2% | +$14.7K | 0.29% | 79 |
|
|
2023
Q2 | $732K | Buy |
6,828
+721
| +12% | +$77.3K | 0.24% | 84 |
|
|
2023
Q1 | $670K | Sell |
6,107
-965
| -14% | -$106K | 0.23% | 89 |
|
|
2022
Q4 | $780K | Sell |
7,072
-280
| -4% | -$30.9K | 0.28% | 89 |
|
|
2022
Q3 | $642K | Buy |
7,352
+10
| +0.1% | +$873 | 0.24% | 94 |
|
|
2022
Q2 | $629K | Buy |
7,342
+18
| +0.2% | +$1.54K | 0.22% | 92 |
|
|
2022
Q1 | $605K | Buy |
7,324
+234
| +3% | +$19.3K | 0.17% | 103 |
|
|
2021
Q4 | $434K | Sell |
7,090
-158
| -2% | -$9.67K | 0.12% | 112 |
|
|
2021
Q3 | $426K | Buy |
7,248
+31
| +0.4% | +$1.82K | 0.13% | 115 |
|
|
2021
Q2 | $455K | Sell |
7,217
-449
| -6% | -$28.3K | 0.13% | 115 |
|
|
2021
Q1 | $428K | Buy |
7,666
+329
| +4% | +$18.4K | 0.14% | 110 |
|
|
2020
Q4 | $302K | Sell |
7,337
-97
| -1% | -$3.99K | 0.1% | 112 |
|
|
2020
Q3 | $255K | Sell |
7,434
-1,232
| -14% | -$42.3K | 0.1% | 111 |
|
|
2020
Q2 | $387K | Sell |
8,666
-1,066
| -11% | -$47.6K | 0.16% | 98 |
|
|
2020
Q1 | $369K | Sell |
9,732
-14,235
| -59% | -$540K | 0.2% | 88 |
|
|
2019
Q4 | $1.67M | Buy |
23,967
+3,074
| +15% | +$214K | 0.77% | 42 |
|
|
2019
Q3 | $1.48M | Buy |
20,893
+1,773
| +9% | +$125K | 0.75% | 42 |
|
|
2019
Q2 | $1.47M | Sell |
19,120
-3,509
| -16% | -$269K | 0.75% | 45 |
|
|
2019
Q1 | $1.83M | Buy |
22,629
+1,166
| +5% | +$94.2K | 0.93% | 39 |
|
|
2018
Q4 | $1.46M | Buy |
21,463
+2,559
| +14% | +$174K | 0.86% | 40 |
|
|
2018
Q3 | $1.61M | Buy |
18,904
+831
| +5% | +$70.6K | 0.84% | 38 |
|
|
2018
Q2 | $1.5M | Buy |
18,073
+1,969
| +12% | +$163K | 0.88% | 37 |
|
|
2018
Q1 | $1.2M | Buy |
16,104
+11,190
| +228% | +$835K | 0.74% | 44 |
|
|
2017
Q4 | $411K | Sell |
4,914
-188
| -4% | -$15.7K | 0.25% | 78 |
|
|
2017
Q3 | $418K | Sell |
5,102
-683
| -12% | -$56K | 0.28% | 77 |
|
|
2017
Q2 | $467K | Sell |
5,785
-19,480
| -77% | -$1.57M | 0.31% | 77 |
|
|
2017
Q1 | $2.07M | Sell |
25,265
-407
| -2% | -$33.4K | 1.49% | 17 |
|
|
2016
Q4 | $2.32M | Buy |
+25,672
| New | +$2.32M | 1.85% | 12 |
|