Strategic 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 | $1.61M | Sell |
14,982
-4,395
| -23% | -$473K | 0.16% | 70 |
|
|
2025
Q1 | $2.3M | Buy |
19,377
+16
| +0.1% | +$1.9K | 0.24% | 55 |
|
|
2024
Q4 | $2.08M | Buy |
19,361
+1,971
| +11% | +$212K | 0.22% | 59 |
|
|
2024
Q3 | $2.04M | Sell |
17,390
-18
| -0.1% | -$2.11K | 0.22% | 65 |
|
|
2024
Q2 | $2M | Buy |
17,408
+14,886
| +590% | +$1.71M | 0.24% | 59 |
|
|
2024
Q1 | $293K | Buy |
2,522
+244
| +11% | +$28.4K | 0.04% | 217 |
|
|
2023
Q4 | $228K | Buy |
2,278
+108
| +5% | +$10.8K | 0.03% | 222 |
|
|
2023
Q3 | $255K | Sell |
2,170
-617
| -22% | -$72.5K | 0.04% | 213 |
|
|
2023
Q2 | $299K | Buy |
2,787
+804
| +41% | +$86.2K | 0.04% | 166 |
|
|
2023
Q1 | $218K | Sell |
1,983
-26
| -1% | -$2.85K | 0.04% | 226 |
|
|
2022
Q4 | $222K | Buy |
+2,009
| New | +$222K | 0.05% | 216 |
|
|
2022
Q3 | – | Sell |
-2,642
| Closed | -$226K | – | 218 |
|
|
2022
Q2 | $226K | Buy |
2,642
+85
| +3% | +$7.27K | 0.05% | 193 |
|
|
2022
Q1 | $211K | Buy |
+2,557
| New | +$211K | 0.04% | 188 |
|
|
2020
Q4 | – | Sell |
-8,884
| Closed | -$298K | – | 217 |
|
|
2020
Q3 | $298K | Sell |
8,884
-1,060
| -11% | -$35.6K | 0.1% | 141 |
|
|
2020
Q2 | $445K | Buy |
9,944
+103
| +1% | +$4.61K | 0.17% | 96 |
|
|
2020
Q1 | $374K | Sell |
9,841
-1,438
| -13% | -$54.7K | 0.17% | 100 |
|
|
2019
Q4 | $787K | Buy |
11,279
+1,477
| +15% | +$103K | 0.33% | 64 |
|
|
2019
Q3 | $692K | Buy |
9,802
+1,002
| +11% | +$70.7K | 0.33% | 59 |
|
|
2019
Q2 | $674K | Buy |
8,800
+257
| +3% | +$19.7K | 0.37% | 55 |
|
|
2019
Q1 | $690K | Buy |
8,543
+541
| +7% | +$43.7K | 0.47% | 49 |
|
|
2018
Q4 | $546K | Buy |
+8,002
| New | +$546K | 0.49% | 51 |
|