SPIA
Steward Partners Investment Advisory’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.3M | Buy |
680,002
+10,950
| +2% | +$1.18M | 0.57% | 26 |
|
|
2025
Q1 | $79.6M | Buy |
669,052
+1,607
| +0.2% | +$191K | 0.7% | 22 |
|
|
2024
Q4 | $71.8M | Sell |
667,445
-12,006
| -2% | -$1.29M | 0.64% | 24 |
|
|
2024
Q3 | $79.6M | Buy |
679,451
+23,782
| +4% | +$2.79M | 0.74% | 20 |
|
|
2024
Q2 | $75.5M | Buy |
655,669
+111,070
| +20% | +$12.8M | 0.8% | 17 |
|
|
2024
Q1 | $63.3M | Buy |
544,599
+54,356
| +11% | +$6.32M | 0.7% | 20 |
|
|
2023
Q4 | $49M | Buy |
490,243
+10,732
| +2% | +$1.07M | 0.66% | 19 |
|
|
2023
Q3 | $56.4M | Sell |
479,511
-96,722
| -17% | -$11.4M | 0.87% | 16 |
|
|
2023
Q2 | $61.8M | Buy |
576,233
+7,920
| +1% | +$849K | 0.93% | 15 |
|
|
2023
Q1 | $62.3M | Sell |
568,313
-20,793
| -4% | -$2.28M | 1% | 11 |
|
|
2022
Q4 | $65M | Sell |
589,106
-5,000
| -0.8% | -$552K | 1.11% | 8 |
|
|
2022
Q3 | $51.9M | Sell |
594,106
-59,299
| -9% | -$5.18M | 0.97% | 12 |
|
|
2022
Q2 | $56M | Buy |
653,405
+576
| +0.1% | +$49.3K | 1.03% | 9 |
|
|
2022
Q1 | $53.9M | Buy |
652,829
+67,697
| +12% | +$5.59M | 0.83% | 16 |
|
|
2021
Q4 | $35.8M | Buy |
585,132
+35,994
| +7% | +$2.2M | 0.54% | 29 |
|
|
2021
Q3 | $32.3M | Buy |
549,138
+1,269
| +0.2% | +$74.6K | 0.56% | 30 |
|
|
2021
Q2 | $34.6M | Buy |
547,869
+2,007
| +0.4% | +$127K | 0.58% | 25 |
|
|
2021
Q1 | $30.5M | Buy |
545,862
+177,502
| +48% | +$9.91M | 0.54% | 29 |
|
|
2020
Q4 | $15.2M | Sell |
368,360
-994
| -0.3% | -$41K | 0.33% | 67 |
|
|
2020
Q3 | $12.7M | Sell |
369,354
-26,713
| -7% | -$917K | 0.32% | 78 |
|
|
2020
Q2 | $17.7M | Buy |
396,067
+27,835
| +8% | +$1.24M | 0.5% | 37 |
|
|
2020
Q1 | $14M | Sell |
368,232
-10,831
| -3% | -$411K | 0.51% | 40 |
|
|
2019
Q4 | $26.5M | Buy |
379,063
+16,163
| +4% | +$1.13M | 0.78% | 22 |
|
|
2019
Q3 | $25.6M | Buy |
362,900
+24,550
| +7% | +$1.73M | 0.86% | 19 |
|
|
2019
Q2 | $25.9M | Buy |
338,350
+136,762
| +68% | +$10.5M | 0.95% | 16 |
|
|
2019
Q1 | $16.3M | Buy |
201,588
+45,505
| +29% | +$3.68M | 0.69% | 35 |
|
|
2018
Q4 | $10.6M | Sell |
156,083
-3,306
| -2% | -$225K | 0.52% | 45 |
|
|
2018
Q3 | $13.6M | Buy |
159,389
+21,008
| +15% | +$1.79M | 0.65% | 26 |
|
|
2018
Q2 | $11.4M | Buy |
138,381
+39,786
| +40% | +$3.29M | 0.68% | 22 |
|
|
2018
Q1 | $7.36M | Buy |
98,595
+4,816
| +5% | +$359K | 0.5% | 36 |
|
|
2017
Q4 | $7.84M | Buy |
93,779
+2
| +0% | +$167 | 0.6% | 32 |
|
|
2017
Q3 | $7.69M | Sell |
93,777
-2,048
| -2% | -$168K | 0.78% | 25 |
|
|
2017
Q2 | $7.74M | Buy |
95,825
+14,213
| +17% | +$1.15M | 0.87% | 22 |
|
|
2017
Q1 | $6.69M | Buy |
81,612
+10,480
| +15% | +$859K | 1.01% | 21 |
|
|
2016
Q4 | $6.42M | Buy |
+71,132
| New | +$6.42M | 2.93% | 3 |
|