Summit Trail Advisors’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 | $12.2M | Buy |
112,923
+28,565
| +34% | +$3.08M | 0.21% | 61 |
|
|
2025
Q1 | $10M | Buy |
84,358
+15,484
| +22% | +$1.84M | 0.33% | 33 |
|
|
2024
Q4 | $7.41M | Buy |
68,874
+19,705
| +40% | +$2.12M | 0.27% | 36 |
|
|
2024
Q3 | $5.76M | Buy |
49,169
+9,359
| +24% | +$1.1M | 0.14% | 71 |
|
|
2024
Q2 | $4.58M | Buy |
39,810
+315
| +0.8% | +$36.3K | 0.12% | 74 |
|
|
2024
Q1 | $4.59M | Buy |
39,495
+13,210
| +50% | +$1.54M | 0.12% | 66 |
|
|
2023
Q4 | $2.63M | Sell |
26,285
-1,271
| -5% | -$127K | 0.09% | 87 |
|
|
2023
Q3 | $3.24M | Buy |
27,556
+3,926
| +17% | +$462K | 0.12% | 69 |
|
|
2023
Q2 | $2.53M | Buy |
23,630
+6,651
| +39% | +$713K | 0.1% | 88 |
|
|
2023
Q1 | $1.86M | Buy |
16,979
+1,866
| +12% | +$205K | 0.08% | 90 |
|
|
2022
Q4 | $1.67M | Sell |
15,113
-1,201
| -7% | -$132K | 0.07% | 92 |
|
|
2022
Q3 | $1.42M | Buy |
16,314
+2,583
| +19% | +$225K | 0.08% | 91 |
|
|
2022
Q2 | $1.18M | Buy |
13,731
+8,809
| +179% | +$754K | 0.07% | 109 |
|
|
2022
Q1 | $407K | Sell |
4,922
-443
| -8% | -$36.6K | 0.03% | 202 |
|
|
2021
Q4 | $328K | Buy |
5,365
+415
| +8% | +$25.4K | 0.02% | 216 |
|
|
2021
Q3 | $291K | Buy |
4,950
+1,325
| +37% | +$77.9K | 0.02% | 203 |
|
|
2021
Q2 | $229K | Buy |
+3,625
| New | +$229K | 0.02% | 197 |
|
|
2018
Q4 | – | Sell |
-7,050
| Closed | -$599K | – | 234 |
|
|
2018
Q3 | $599K | Buy |
7,050
+5,673
| +412% | +$482K | 0.13% | 88 |
|
|
2018
Q2 | $114K | Sell |
1,377
-19,736
| -93% | -$1.63M | 0.04% | 196 |
|
|
2018
Q1 | $1.25M | Buy |
21,113
+140
| +0.7% | +$8.27K | 0.21% | 107 |
|
|
2017
Q4 | $1.83M | Buy |
+20,973
| New | +$1.83M | 0.23% | 82 |
|