Summit Securities Group’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 | $324K | Buy |
3,001
+1,401
| +88% | +$151K | 0.06% | 88 |
|
|
2025
Q1 | $190K | Buy |
+1,600
| New | +$190K | 0.03% | 89 |
|
|
2024
Q4 | – | Sell |
-400
| Closed | -$47K | – | 805 |
|
|
2024
Q3 | $47K | Sell |
400
-3,000
| -88% | -$353K | 0.01% | 139 |
|
|
2024
Q2 | $391K | Buy |
3,400
+3,200
| +1,600% | +$368K | 0.07% | 53 |
|
|
2024
Q1 | $23K | Sell |
200
-41,800
| -100% | -$4.81M | ﹤0.01% | 181 |
|
|
2023
Q4 | $4.2M | Buy |
42,000
+30,700
| +272% | +$3.07M | 0.38% | 11 |
|
|
2023
Q3 | $1.33M | Sell |
11,300
-4,483
| -28% | -$527K | 0.14% | 22 |
|
|
2023
Q2 | $1.69M | Buy |
15,783
+4,906
| +45% | +$526K | 0.22% | 26 |
|
|
2023
Q1 | $1.19M | Sell |
10,877
-151,586
| -93% | -$16.6M | 0.1% | 33 |
|
|
2022
Q4 | $17.9M | Buy |
162,463
+126,750
| +355% | +$14M | 0.67% | 5 |
|
|
2022
Q3 | $3.12M | Buy |
35,713
+26,705
| +296% | +$2.33M | 0.23% | 28 |
|
|
2022
Q2 | $771K | Buy |
9,008
+5,974
| +197% | +$511K | 0.1% | 78 |
|
|
2022
Q1 | $251K | Sell |
3,034
-437,910
| -99% | -$36.2M | 0.03% | 200 |
|
|
2021
Q4 | $27M | Buy |
440,944
+339,344
| +334% | +$20.8M | 1.26% | 4 |
|
|
2021
Q3 | $5.98M | Buy |
+101,600
| New | +$5.98M | 0.47% | 13 |
|
|
2021
Q2 | – | Sell |
-26,900
| Closed | -$1.5M | – | 503 |
|
|
2021
Q1 | $1.5M | Sell |
26,900
-14,900
| -36% | -$832K | 0.16% | 60 |
|
|
2020
Q4 | $1.72M | Buy |
41,800
+22,100
| +112% | +$911K | 0.15% | 62 |
|
|
2020
Q3 | $676K | Buy |
19,700
+11,800
| +149% | +$405K | 0.07% | 66 |
|
|
2020
Q2 | $353K | Sell |
7,900
-10,800
| -58% | -$483K | 0.04% | 92 |
|
|
2020
Q1 | $710K | Buy |
+18,700
| New | +$710K | 0.12% | 48 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 301 |
|
|
2019
Q3 | – | Sell |
-3,100
| Closed | -$238K | – | 239 |
|
|
2019
Q2 | $238K | Sell |
3,100
-1,200
| -28% | -$92.1K | 0.03% | 113 |
|
|
2019
Q1 | $347K | Sell |
4,300
-700
| -14% | -$56.5K | 0.06% | 66 |
|
|
2018
Q4 | $341K | Sell |
5,000
-24,600
| -83% | -$1.68M | 0.03% | 101 |
|
|
2018
Q3 | $2.52M | Buy |
29,600
+13,800
| +87% | +$1.17M | 0.94% | 18 |
|
|
2018
Q2 | $1.31M | Buy |
+15,800
| New | +$1.31M | 0.19% | 36 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 187 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 207 |
|
|
2017
Q3 | – | Sell |
-9,800
| Closed | -$791K | – | 236 |
|
|
2017
Q2 | $791K | Buy |
9,800
+4,400
| +81% | +$355K | 0.14% | 62 |
|
|
2017
Q1 | $443K | Buy |
+5,400
| New | +$443K | 0.13% | 157 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 264 |
|
|
2016
Q3 | – | Sell |
-2,400
| Closed | -$225K | – | 245 |
|
|
2016
Q2 | $225K | Buy |
+2,400
| New | +$225K | 0.12% | 168 |
|
|
2015
Q4 | – | Sell |
-800
| Closed | -$59K | – | 412 |
|
|
2015
Q3 | $59K | Buy |
+800
| New | +$59K | 0.04% | 136 |
|
|
2015
Q2 | – | Sell |
-203
| Closed | -$17K | – | 572 |
|
|
2015
Q1 | $17K | Sell |
203
-4,597
| -96% | -$385K | 0.01% | 225 |
|
|
2014
Q4 | $444K | Sell |
4,800
-20,000
| -81% | -$1.85M | 0.13% | 118 |
|
|
2014
Q3 | $2.33M | Buy |
24,800
+8,700
| +54% | +$818K | 0.68% | 37 |
|
|
2014
Q2 | $1.62M | Buy |
16,100
+16,000
| +16,000% | +$1.61M | 0.56% | 35 |
|
|
2014
Q1 | $10K | Sell |
100
-16,200
| -99% | -$1.62M | 0.01% | 243 |
|
|
2013
Q4 | $1.65M | Sell |
16,300
-66,000
| -80% | -$6.68M | 0.29% | 52 |
|
|
2013
Q3 | $7.08M | Sell |
82,300
-43,200
| -34% | -$3.72M | 2.41% | 10 |
|
|
2013
Q2 | $11.3M | Buy |
+125,500
| New | +$11.3M | 5.42% | 4 |
|