SWP
Stratos Wealth Partners’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27.6M | Sell |
255,909
-854
| -0.3% | -$92.1K | 0.37% | 51 |
|
2025
Q1 | $30.5M | Sell |
256,763
-3,913
| -2% | -$465K | 0.46% | 39 |
|
2024
Q4 | $28M | Sell |
260,676
-1,915
| -0.7% | -$206K | 0.4% | 47 |
|
2024
Q3 | $30.8M | Buy |
262,591
+15,127
| +6% | +$1.77M | 0.44% | 40 |
|
2024
Q2 | $28.5M | Buy |
247,464
+18,508
| +8% | +$2.13M | 0.46% | 36 |
|
2024
Q1 | $26.6M | Sell |
228,956
-8,011
| -3% | -$931K | 0.44% | 39 |
|
2023
Q4 | $23.7M | Buy |
236,967
+7,573
| +3% | +$757K | 0.44% | 35 |
|
2023
Q3 | $27M | Buy |
229,394
+18,962
| +9% | +$2.23M | 0.58% | 28 |
|
2023
Q2 | $22.6M | Buy |
210,432
+1,702
| +0.8% | +$183K | 0.51% | 30 |
|
2023
Q1 | $22.9M | Sell |
208,730
-17,407
| -8% | -$1.91M | 0.61% | 28 |
|
2022
Q4 | $24.9M | Buy |
226,137
+34,713
| +18% | +$3.83M | 0.63% | 30 |
|
2022
Q3 | $16.7M | Sell |
191,424
-8,601
| -4% | -$751K | 0.47% | 44 |
|
2022
Q2 | $17.1M | Buy |
200,025
+4,594
| +2% | +$393K | 0.43% | 51 |
|
2022
Q1 | $16.1M | Sell |
195,431
-907
| -0.5% | -$74.9K | 0.36% | 59 |
|
2021
Q4 | $12M | Buy |
196,338
+4,878
| +3% | +$298K | 0.27% | 79 |
|
2021
Q3 | $11.3M | Buy |
191,460
+7,836
| +4% | +$461K | 0.29% | 67 |
|
2021
Q2 | $11.6M | Buy |
183,624
+9,875
| +6% | +$623K | 0.29% | 67 |
|
2021
Q1 | $9.7M | Buy |
173,749
+7,131
| +4% | +$398K | 0.27% | 78 |
|
2020
Q4 | $6.87M | Buy |
166,618
+6,257
| +4% | +$258K | 0.2% | 113 |
|
2020
Q3 | $5.51M | Sell |
160,361
-14,463
| -8% | -$496K | 0.18% | 129 |
|
2020
Q2 | $7.82M | Buy |
174,824
+279
| +0.2% | +$12.5K | 0.28% | 77 |
|
2020
Q1 | $6.63M | Buy |
174,545
+25,397
| +17% | +$964K | 0.3% | 73 |
|
2019
Q4 | $10.4M | Sell |
149,148
-123
| -0.1% | -$8.58K | 0.41% | 42 |
|
2019
Q3 | $10.5M | Sell |
149,271
-9,834
| -6% | -$694K | 0.46% | 40 |
|
2019
Q2 | $12.2M | Buy |
159,105
+755
| +0.5% | +$57.9K | 0.53% | 32 |
|
2019
Q1 | $12.8M | Buy |
158,350
+12,690
| +9% | +$1.03M | 0.58% | 28 |
|
2018
Q4 | $9.93M | Sell |
145,660
-8,558
| -6% | -$584K | 0.51% | 30 |
|
2018
Q3 | $13.1M | Sell |
154,218
-66,634
| -30% | -$5.67M | 0.59% | 29 |
|
2018
Q2 | $18.3M | Sell |
220,852
-7,597
| -3% | -$628K | 0.82% | 20 |
|
2018
Q1 | $17M | Buy |
228,449
+7,882
| +4% | +$588K | 0.72% | 23 |
|
2017
Q4 | $18.4M | Buy |
220,567
+7,587
| +4% | +$635K | 0.83% | 19 |
|
2017
Q3 | $17.5M | Buy |
212,980
+1,693
| +0.8% | +$139K | 0.82% | 21 |
|
2017
Q2 | $17.1M | Buy |
211,287
+24,223
| +13% | +$1.96M | 0.88% | 20 |
|
2017
Q1 | $15.3M | Buy |
187,064
+4,867
| +3% | +$399K | 0.87% | 20 |
|
2016
Q4 | $16.4M | Buy |
182,197
+19,527
| +12% | +$1.76M | 1.02% | 18 |
|
2016
Q3 | $14.2M | Buy |
162,670
+18,229
| +13% | +$1.59M | 0.96% | 24 |
|
2016
Q2 | $13.5M | Buy |
144,441
+5,990
| +4% | +$562K | 1% | 21 |
|
2016
Q1 | $11.6M | Buy |
138,451
+1,981
| +1% | +$166K | 0.99% | 22 |
|
2015
Q4 | $10.6M | Buy |
136,470
+3,878
| +3% | +$302K | 0.89% | 29 |
|
2015
Q3 | $9.86M | Buy |
132,592
+16,588
| +14% | +$1.23M | 1.24% | 14 |
|
2015
Q2 | $9.65M | Sell |
116,004
-8,615
| -7% | -$717K | 1.24% | 13 |
|
2015
Q1 | $10.6M | Buy |
124,619
+12,125
| +11% | +$1.03M | 1.26% | 10 |
|
2014
Q4 | $10.4M | Buy |
112,494
+13,137
| +13% | +$1.21M | 1.87% | 6 |
|
2014
Q3 | $9.34M | Buy |
99,357
+8,434
| +9% | +$793K | 2.19% | 8 |
|
2014
Q2 | $9.16M | Buy |
+90,923
| New | +$9.16M | 3.05% | 2 |
|