SFS
Summit Financial Strategies’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
12,235
-133
| -1% | -$14.3K | 0.12% | 54 |
|
|
2025
Q1 | $1.47M | Sell |
12,368
-974
| -7% | -$116K | 0.15% | 49 |
|
|
2024
Q4 | $1.44M | Buy |
13,342
+1,498
| +13% | +$161K | 0.16% | 50 |
|
|
2024
Q3 | $1.39M | Hold |
11,844
| – | – | 0.16% | 46 |
|
|
2024
Q2 | $1.36M | Sell |
11,844
-676
| -5% | -$77.8K | 0.17% | 45 |
|
|
2024
Q1 | $1.46M | Sell |
12,520
-107
| -0.8% | -$12.4K | 0.2% | 40 |
|
|
2023
Q4 | $1.26M | Sell |
12,627
-1
| -0% | -$100 | 0.19% | 38 |
|
|
2023
Q3 | $1.48M | Sell |
12,628
-851
| -6% | -$100K | 0.28% | 33 |
|
|
2023
Q2 | $1.45M | Sell |
13,479
-223
| -2% | -$23.9K | 0.27% | 33 |
|
|
2023
Q1 | $1.5M | Sell |
13,702
-10
| -0.1% | -$1.1K | 0.3% | 29 |
|
|
2022
Q4 | $1.51M | Sell |
13,712
-1,283
| -9% | -$142K | 0.33% | 28 |
|
|
2022
Q3 | $1.31M | Buy |
14,995
+830
| +6% | +$72.5K | 0.31% | 29 |
|
|
2022
Q2 | $1.21M | Sell |
14,165
-690
| -5% | -$59.1K | 0.28% | 29 |
|
|
2022
Q1 | $1.23M | Sell |
14,855
-1,213
| -8% | -$100K | 0.25% | 29 |
|
|
2021
Q4 | $983K | Sell |
16,068
-500
| -3% | -$30.6K | 0.19% | 38 |
|
|
2021
Q3 | $975K | Buy |
16,568
+7,088
| +75% | +$417K | 0.19% | 39 |
|
|
2021
Q2 | $598K | Buy |
9,480
+2,303
| +32% | +$145K | 0.12% | 54 |
|
|
2021
Q1 | $401K | Sell |
7,177
-554
| -7% | -$31K | 0.14% | 41 |
|
|
2020
Q4 | $319K | Sell |
7,731
-1,251
| -14% | -$51.6K | 0.11% | 64 |
|
|
2020
Q3 | $308K | Sell |
8,982
-57
| -0.6% | -$1.96K | 0.13% | 60 |
|
|
2020
Q2 | $404K | Sell |
9,039
-259
| -3% | -$11.6K | 0.18% | 38 |
|
|
2020
Q1 | $353K | Buy |
9,298
+4,926
| +113% | +$187K | 0.19% | 34 |
|
|
2019
Q4 | $305K | Buy |
4,372
+782
| +22% | +$54.6K | 0.15% | 51 |
|
|
2019
Q3 | $254K | Sell |
3,590
-459
| -11% | -$32.5K | 0.12% | 51 |
|
|
2019
Q2 | $310K | Buy |
4,049
+1,233
| +44% | +$94.4K | 0.15% | 41 |
|
|
2019
Q1 | $228K | Sell |
2,816
-241
| -8% | -$19.5K | 0.12% | 51 |
|
|
2018
Q4 | $208K | Sell |
3,057
-42
| -1% | -$2.86K | 0.12% | 55 |
|
|
2018
Q3 | $263K | Buy |
3,099
+50
| +2% | +$4.24K | 0.12% | 45 |
|
|
2018
Q2 | $252K | Sell |
3,049
-363
| -11% | -$30K | 0.12% | 42 |
|
|
2018
Q1 | $255K | Sell |
3,412
-418
| -11% | -$31.2K | 0.13% | 40 |
|
|
2017
Q4 | $320K | Sell |
3,830
-401
| -9% | -$33.5K | 0.17% | 34 |
|
|
2017
Q3 | $347K | Sell |
4,231
-1,932
| -31% | -$158K | 0.2% | 30 |
|
|
2017
Q2 | $498K | Buy |
+6,163
| New | +$498K | 0.3% | 24 |
|
|
2017
Q1 | – | Sell |
-5,267
| Closed | -$475K | – | 47 |
|
|
2016
Q4 | $475K | Buy |
5,267
+182
| +4% | +$16.4K | 0.32% | 23 |
|
|
2016
Q3 | $444K | Sell |
5,085
-204
| -4% | -$17.8K | 0.31% | 24 |
|
|
2016
Q2 | $496K | Buy |
5,289
+316
| +6% | +$29.6K | 0.37% | 21 |
|
|
2016
Q1 | $416K | Sell |
4,973
-150
| -3% | -$12.5K | 0.3% | 27 |
|
|
2015
Q4 | $399K | Sell |
5,123
-950
| -16% | -$74K | 0.31% | 29 |
|
|
2015
Q3 | $452K | Sell |
6,073
-5,049
| -45% | -$376K | 0.38% | 22 |
|
|
2015
Q2 | $935K | Buy |
11,122
+5,672
| +104% | +$477K | 0.73% | 15 |
|
|
2015
Q1 | $463K | Sell |
5,450
-3,845
| -41% | -$327K | 0.37% | 23 |
|
|
2014
Q4 | $859K | Buy |
+9,295
| New | +$859K | 0.7% | 18 |
|