SFWA
Summit Financial Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.91M | Buy |
49,700
+199
| +0.4% | +$23.7K | 1.17% | 25 |
|
|
2024
Q4 | $5.3M | Sell |
49,501
-93
| -0.2% | -$9.96K | 1.04% | 25 |
|
|
2024
Q3 | $5.81M | Sell |
49,594
-295
| -0.6% | -$34.6K | 1.09% | 26 |
|
|
2024
Q2 | $5.74M | Buy |
49,889
+53
| +0.1% | +$6.1K | 1.16% | 26 |
|
|
2024
Q1 | $5.79M | Buy |
49,836
+3,313
| +7% | +$385K | 1.17% | 26 |
|
|
2023
Q4 | $4.65M | Buy |
46,523
+5,375
| +13% | +$537K | 1.06% | 27 |
|
|
2023
Q3 | $4.29M | Sell |
41,148
-259
| -0.6% | -$27K | 1.05% | 26 |
|
|
2023
Q2 | $4.44M | Buy |
41,407
+1,902
| +5% | +$204K | 1.03% | 26 |
|
|
2023
Q1 | $4.33M | Buy |
39,505
+20,700
| +110% | +$2.27M | 1.03% | 28 |
|
|
2022
Q4 | $2.07M | Buy |
18,805
+615
| +3% | +$67.8K | 0.5% | 37 |
|
|
2022
Q3 | $1.96M | Buy |
18,190
+8
| +0% | +$860 | 0.56% | 35 |
|
|
2022
Q2 | $1.64M | Buy |
18,182
+1,884
| +12% | +$170K | 0.39% | 41 |
|
|
2022
Q1 | $1.35M | Sell |
16,298
-9,446
| -37% | -$780K | 0.27% | 45 |
|
|
2021
Q4 | $1.7M | Buy |
25,744
+3,003
| +13% | +$198K | 0.33% | 43 |
|
|
2021
Q3 | $1.34M | Buy |
22,741
+1,603
| +8% | +$94.3K | 0.3% | 44 |
|
|
2021
Q2 | $1.33M | Buy |
21,138
+10,615
| +101% | +$669K | 0.3% | 45 |
|
|
2021
Q1 | $434K | Buy |
10,523
+185
| +2% | +$7.63K | 0.11% | 75 |
|
|
2020
Q4 | $355K | Sell |
10,338
-28,132
| -73% | -$966K | 0.1% | 80 |
|
|
2020
Q3 | $1.31M | Sell |
38,470
-1,446
| -4% | -$49.2K | 0.35% | 43 |
|
|
2020
Q2 | $1.72M | Sell |
39,916
-4,426
| -10% | -$191K | 0.46% | 37 |
|
|
2020
Q1 | $1.8M | Buy |
44,342
+2,713
| +7% | +$110K | 0.57% | 31 |
|
|
2019
Q4 | $2.7M | Sell |
41,629
-4,822
| -10% | -$312K | 0.65% | 35 |
|
|
2019
Q3 | $3.2M | Sell |
46,451
-1,886
| -4% | -$130K | 0.79% | 31 |
|
|
2019
Q2 | $3.7M | Buy |
48,337
+100
| +0.2% | +$7.66K | 0.91% | 30 |
|
|
2019
Q1 | $3.9M | Buy |
48,237
+6,384
| +15% | +$516K | 1.03% | 29 |
|
|
2018
Q4 | $2.85M | Sell |
41,853
-4,135
| -9% | -$282K | 0.93% | 32 |
|
|
2018
Q3 | $3.72M | Buy |
45,988
+33,257
| +261% | +$2.69M | 1.11% | 27 |
|
|
2018
Q2 | $950K | Sell |
12,731
-771
| -6% | -$57.5K | 0.32% | 65 |
|
|
2018
Q1 | $1.01M | Sell |
13,502
-7,237
| -35% | -$540K | 0.33% | 63 |
|
|
2017
Q4 | $1.74M | Buy |
20,739
+13,632
| +192% | +$1.14M | 0.6% | 49 |
|
|
2017
Q3 | $583K | Sell |
7,107
-3,504
| -33% | -$287K | 0.21% | 80 |
|
|
2017
Q2 | $857K | Sell |
10,611
-11,044
| -51% | -$892K | 0.34% | 72 |
|
|
2017
Q1 | $1.78M | Sell |
21,655
-19,742
| -48% | -$1.62M | 0.78% | 39 |
|
|
2016
Q4 | $3.74M | Sell |
41,397
-2,619
| -6% | -$236K | 1.64% | 13 |
|
|
2016
Q3 | $3.84M | Sell |
44,016
-2,070
| -4% | -$181K | 1.66% | 15 |
|
|
2016
Q2 | $4.32M | Sell |
46,086
-356
| -0.8% | -$33.4K | 1.8% | 16 |
|
|
2016
Q1 | $3.88M | Buy |
46,442
+1,727
| +4% | +$144K | 1.7% | 19 |
|
|
2015
Q4 | $3.49M | Buy |
44,715
+35,516
| +386% | +$2.77M | 1.6% | 19 |
|
|
2015
Q3 | $683K | Sell |
9,199
-200
| -2% | -$14.8K | 0.44% | 46 |
|
|
2015
Q2 | $781K | Sell |
9,399
-3,400
| -27% | -$283K | 0.48% | 42 |
|
|
2015
Q1 | $1.11M | Buy |
12,799
+5,283
| +70% | +$457K | 0.75% | 32 |
|
|
2014
Q4 | $695K | Buy |
+7,516
| New | +$695K | 0.48% | 37 |
|