SL
Summitry LLC’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
3,887
+41
| +1% | +$4.42K | 0.02% | 109 |
|
|
2025
Q1 | $457K | Buy |
3,846
+95
| +3% | +$11.3K | 0.02% | 91 |
|
|
2024
Q4 | $403K | Sell |
3,751
-863
| -19% | -$92.8K | 0.02% | 89 |
|
|
2024
Q3 | $541K | Buy |
4,614
+1,390
| +43% | +$163K | 0.03% | 76 |
|
|
2024
Q2 | $371K | Buy |
3,224
+266
| +9% | +$30.6K | 0.02% | 81 |
|
|
2024
Q1 | $344K | Buy |
2,958
+77
| +3% | +$8.95K | 0.02% | 79 |
|
|
2023
Q4 | $288K | Sell |
2,881
-77
| -3% | -$7.7K | 0.02% | 83 |
|
|
2023
Q3 | $348K | Sell |
2,958
-53
| -2% | -$6.23K | 0.02% | 72 |
|
|
2023
Q2 | $323K | Buy |
3,011
+206
| +7% | +$22.1K | 0.02% | 79 |
|
|
2023
Q1 | $308K | Sell |
2,805
-170
| -6% | -$18.6K | 0.02% | 79 |
|
|
2022
Q4 | $328K | Sell |
2,975
-2
| -0.1% | -$221 | 0.02% | 80 |
|
|
2022
Q3 | $260K | Buy |
+2,977
| New | +$260K | 0.02% | 86 |
|
|
2020
Q4 | – | Sell |
-45,994
| Closed | -$1.58M | – | 87 |
|
|
2020
Q3 | $1.58M | Buy |
45,994
+3,999
| +10% | +$137K | 0.13% | 58 |
|
|
2020
Q2 | $1.88M | Buy |
41,995
+7,202
| +21% | +$322K | 0.16% | 57 |
|
|
2020
Q1 | $1.32M | Buy |
34,793
+2,447
| +8% | +$92.9K | 0.12% | 59 |
|
|
2019
Q4 | $2.26M | Buy |
32,346
+2,752
| +9% | +$192K | 0.18% | 50 |
|
|
2019
Q3 | $2.09M | Buy |
29,594
+1,832
| +7% | +$129K | 0.17% | 53 |
|
|
2019
Q2 | $2.13M | Buy |
27,762
+1,218
| +5% | +$93.3K | 0.17% | 47 |
|
|
2019
Q1 | $2.15M | Buy |
26,544
+2,341
| +10% | +$189K | 0.19% | 42 |
|
|
2018
Q4 | $1.65M | Buy |
24,203
+1,826
| +8% | +$124K | 0.16% | 43 |
|
|
2018
Q3 | $1.9M | Buy |
22,377
+886
| +4% | +$75.3K | 0.16% | 39 |
|
|
2018
Q2 | $1.78M | Buy |
21,491
+719
| +3% | +$59.5K | 0.17% | 37 |
|
|
2018
Q1 | $1.55M | Buy |
20,772
+352
| +2% | +$26.3K | 0.14% | 42 |
|
|
2017
Q4 | $1.71M | Sell |
20,420
-927
| -4% | -$77.5K | 0.16% | 41 |
|
|
2017
Q3 | $1.75M | Buy |
21,347
+2,080
| +11% | +$171K | 0.16% | 33 |
|
|
2017
Q2 | $1.56M | Buy |
19,267
+630
| +3% | +$50.8K | 0.15% | 34 |
|
|
2017
Q1 | $1.53M | Sell |
18,637
-450
| -2% | -$36.9K | 0.15% | 32 |
|
|
2016
Q4 | $1.72M | Sell |
19,087
-4,391
| -19% | -$396K | 0.17% | 33 |
|
|
2016
Q3 | $2.05M | Buy |
23,478
+1,441
| +7% | +$126K | 0.21% | 32 |
|
|
2016
Q2 | $2.07M | Sell |
22,037
-670
| -3% | -$62.8K | 0.21% | 31 |
|
|
2016
Q1 | $1.9M | Buy |
22,707
+718
| +3% | +$60K | 0.2% | 33 |
|
|
2015
Q4 | $1.71M | Buy |
21,989
+1,285
| +6% | +$100K | 0.18% | 35 |
|
|
2015
Q3 | $1.54M | Buy |
20,704
+695
| +3% | +$51.7K | 0.18% | 35 |
|
|
2015
Q2 | $1.67M | Buy |
20,009
+1,070
| +6% | +$89K | 0.19% | 32 |
|
|
2015
Q1 | $1.61M | Sell |
18,939
-145
| -0.8% | -$12.3K | 0.19% | 31 |
|
|
2014
Q4 | $1.76M | Sell |
19,084
-2,259
| -11% | -$209K | 0.2% | 35 |
|
|
2014
Q3 | $2.01M | Sell |
21,343
-135,147
| -86% | -$12.7M | 0.25% | 34 |
|
|
2014
Q2 | $15.8M | Buy |
156,490
+4,508
| +3% | +$454K | 2% | 29 |
|
|
2014
Q1 | $14.8M | Sell |
151,982
-1,229
| -0.8% | -$120K | 1.92% | 30 |
|
|
2013
Q4 | $15.5M | Buy |
153,211
+8,426
| +6% | +$853K | 2.04% | 29 |
|
|
2013
Q3 | $12.5M | Sell |
144,785
-47,748
| -25% | -$4.11M | 1.89% | 29 |
|
|
2013
Q2 | $17.4M | Buy |
+192,533
| New | +$17.4M | 2.73% | 15 |
|