StrategIQ Financial Group’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.56M | Sell |
15,619
-848
| -5% | -$89.1K | 0.18% | 106 |
|
|
2023
Q3 | $1.94M | Buy |
16,467
+290
| +2% | +$31.8K | 0.22% | 92 |
|
|
2023
Q2 | $1.73M | Sell |
16,177
-44
| -0.3% | -$4.8K | 0.2% | 101 |
|
|
2023
Q1 | $1.78M | Sell |
16,221
-344
| -2% | -$38K | 0.21% | 92 |
|
|
2022
Q4 | $1.83M | Sell |
16,565
-94
| -0.6% | -$10.1K | 0.21% | 90 |
|
|
2022
Q3 | $1.45M | Sell |
16,659
-18
| -0.1% | -$1.64K | 0.18% | 97 |
|
|
2022
Q2 | $1.43M | Sell |
16,677
-1,134
| -6% | -$102K | 0.17% | 100 |
|
|
2022
Q1 | $1.47M | Sell |
17,811
-168
| -0.9% | -$13.1K | 0.16% | 107 |
|
|
2021
Q4 | $1.1M | Buy |
17,979
+5,475
| +44% | +$342K | 0.11% | 129 |
|
|
2021
Q3 | $735K | Buy |
12,504
+36
| +0.3% | +$2.05K | 0.15% | 123 |
|
|
2021
Q2 | $787K | Sell |
12,468
-91
| -0.7% | -$5.43K | 0.16% | 115 |
|
|
2021
Q1 | $701K | Buy |
12,559
+1,905
| +18% | +$99.9K | 0.15% | 119 |
|
|
2020
Q4 | $439K | Sell |
10,654
-695
| -6% | -$26.1K | 0.1% | 146 |
|
|
2020
Q3 | $390K | Buy |
11,349
+617
| +6% | +$25.2K | 0.1% | 148 |
|
|
2020
Q2 | $480K | Sell |
10,732
-382
| -3% | -$17.1K | 0.13% | 125 |
|
|
2020
Q1 | $422K | Buy |
11,114
+668
| +6% | +$36.9K | 0.13% | 126 |
|
|
2019
Q4 | $729K | Buy |
10,446
+702
| +7% | +$48.5K | 0.19% | 111 |
|
|
2019
Q3 | $688K | Sell |
9,744
-234
| -2% | -$16.9K | 0.19% | 112 |
|
|
2019
Q2 | $765K | Buy |
9,978
+90
| +0.9% | +$6.97K | 0.22% | 103 |
|
|
2019
Q1 | $799K | Sell |
9,888
-1,085
| -10% | -$82.7K | 0.25% | 94 |
|
|
2018
Q4 | $748K | Sell |
10,973
-742
| -6% | -$58.2K | 0.26% | 95 |
|
|
2018
Q3 | $996K | Sell |
11,715
-682
| -6% | -$55.8K | 0.32% | 74 |
|
|
2018
Q2 | $1.03M | Buy |
12,397
+2,619
| +27% | +$209K | 0.35% | 70 |
|
|
2018
Q1 | $730K | Sell |
9,778
-280
| -3% | -$22.4K | 0.29% | 77 |
|
|
2017
Q4 | $841K | Sell |
10,058
-309
| -3% | -$25.6K | 0.33% | 77 |
|
|
2017
Q3 | $850K | Buy |
10,367
+134
| +1% | +$10.6K | 0.34% | 62 |
|
|
2017
Q2 | $826K | Buy |
10,233
+326
| +3% | +$26.7K | 0.35% | 64 |
|
|
2017
Q1 | $812K | Buy |
9,907
+1,778
| +22% | +$149K | 0.37% | 60 |
|
|
2016
Q4 | $734K | Buy |
8,129
+1,175
| +17% | +$103K | 0.37% | 61 |
|
|
2016
Q3 | $607K | Sell |
6,954
-1,089
| -14% | -$96.6K | 0.33% | 64 |
|
|
2016
Q2 | $754K | Buy |
8,043
+309
| +4% | +$27.3K | 0.44% | 56 |
|
|
2016
Q1 | $646K | Buy |
7,734
+242
| +3% | +$19.4K | 0.6% | 31 |
|
|
2015
Q4 | $584K | Buy |
+7,492
| New | +$599K | 0.6% | 30 |
|
Other funds holding XOM
StrategIQ Financial Group's XOM Position: Q4 2023 in Review
StrategIQ Financial Group reduced its ExxonMobil (XOM) stake by 5.1% in Q4 2023, selling an estimated $89.1K and leaving 15,619 shares worth $1.56M. The position accounts for 0.18% of the portfolio, ranked #106.
StrategIQ Financial Group first reported a position in XOM in Q4 2015 and has held it in 33 quarters since. The position peaked at $1.94M in Q3 2023. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.
- StrategIQ Financial Group held 15,619 shares of ExxonMobil worth $1.56M as of Q4 2023.
- StrategIQ Financial Group sold 848 ExxonMobil shares in Q4 2023, an estimated $89.1K.
- ExxonMobil made up 0.18% of StrategIQ Financial Group's portfolio in Q4 2023, its #106 holding.
- StrategIQ Financial Group first reported a position in ExxonMobil in Q4 2015 and has held it in 33 quarters since.
- StrategIQ Financial Group's ExxonMobil position peaked at $1.94M in Q3 2023.
- 3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.
Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.