Sutton Wealth Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $438K | Buy |
3,722
+748
| +25% | +$82K | 0.22% | 70 |
|
|
2023
Q2 | $319K | Buy |
2,974
+287
| +11% | +$31.3K | 0.15% | 81 |
|
|
2023
Q1 | $295K | Sell |
2,687
-4,434
| -62% | -$490K | 0.16% | 83 |
|
|
2022
Q4 | $785K | Buy |
7,121
+104
| +1% | +$11.1K | 0.3% | 58 |
|
|
2022
Q3 | $613K | Buy |
7,017
+94
| +1% | +$8.58K | 0.25% | 65 |
|
|
2022
Q2 | $593K | Buy |
6,923
+213
| +3% | +$19.2K | 0.24% | 71 |
|
|
2022
Q1 | $554K | Buy |
6,710
+221
| +3% | +$17.2K | 0.19% | 82 |
|
|
2021
Q4 | $397K | Buy |
6,489
+31
| +0.5% | +$1.94K | 0.13% | 110 |
|
|
2021
Q3 | $380K | Sell |
6,458
-26
| -0.4% | -$1.48K | 0.14% | 110 |
|
|
2021
Q2 | $409K | Buy |
6,484
+21
| +0.3% | +$1.25K | 0.15% | 108 |
|
|
2021
Q1 | $361K | Buy |
6,463
+117
| +2% | +$6.13K | 0.14% | 113 |
|
|
2020
Q4 | $262K | Sell |
6,346
-345
| -5% | -$12.9K | 0.11% | 131 |
|
|
2020
Q3 | $230K | Sell |
6,691
-379
| -5% | -$15.5K | 0.11% | 131 |
|
|
2020
Q2 | $316K | Buy |
7,070
+173
| +3% | +$7.76K | 0.17% | 102 |
|
|
2020
Q1 | $262K | Sell |
6,897
-5,455
| -44% | -$301K | 0.16% | 99 |
|
|
2019
Q4 | $862K | Sell |
12,352
-208
| -2% | -$14.4K | 0.44% | 44 |
|
|
2019
Q3 | $887K | Sell |
12,560
-35
| -0.3% | -$2.53K | 0.5% | 40 |
|
|
2019
Q2 | $965K | Sell |
12,595
-219
| -2% | -$17K | 0.55% | 32 |
|
|
2019
Q1 | $1.04M | Sell |
12,814
-532
| -4% | -$40.6K | 0.6% | 30 |
|
|
2018
Q4 | $910K | Sell |
13,346
-568
| -4% | -$44.6K | 0.59% | 30 |
|
|
2018
Q3 | $1.18M | Sell |
13,914
-36
| -0.3% | -$2.94K | 0.78% | 18 |
|
|
2018
Q2 | $1.15M | Sell |
13,950
-19
| -0.1% | -$1.51K | 0.8% | 20 |
|
|
2018
Q1 | $1.04M | Sell |
13,969
-185
| -1% | -$14.8K | 0.75% | 20 |
|
|
2017
Q4 | $1.18M | Hold |
14,154
| – | – | 0.87% | 18 |
|
|
2017
Q3 | $1.16M | Sell |
14,154
-272
| -2% | -$21.6K | 0.89% | 18 |
|
|
2017
Q2 | $1.16M | Sell |
14,426
-96
| -0.7% | -$7.86K | 0.92% | 16 |
|
|
2017
Q1 | $1.19M | Sell |
14,522
-90
| -0.6% | -$7.52K | 1% | 16 |
|
|
2016
Q4 | $1.32M | Sell |
14,612
-187
| -1% | -$16.3K | 1.18% | 14 |
|
|
2016
Q3 | $1.29M | Buy |
14,799
+69
| +0.5% | +$6.12K | 1.18% | 13 |
|
|
2016
Q2 | $1.38M | Buy |
14,730
+118
| +0.8% | +$10.4K | 1.3% | 12 |
|
|
2016
Q1 | $1.22M | Buy |
+14,612
| New | +$1.17M | 1.16% | 13 |
|
Other funds holding XOM
Sutton Wealth Advisors's XOM Position: Q3 2023 in Review
Sutton Wealth Advisors increased its ExxonMobil (XOM) stake by 25% in Q3 2023, buying an estimated $82K and bringing the position to 3,722 shares worth $438K. The position accounts for 0.22% of the portfolio, ranked #70.
Sutton Wealth Advisors first reported a position in XOM in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.38M in Q2 2016. 3,576 funds tracked by Wall St. Rank hold XOM as of Q3 2023.
- Sutton Wealth Advisors held 3,722 shares of ExxonMobil worth $438K as of Q3 2023.
- Sutton Wealth Advisors bought 748 ExxonMobil shares in Q3 2023, an estimated $82K.
- ExxonMobil made up 0.22% of Sutton Wealth Advisors's portfolio in Q3 2023, its #70 holding.
- Sutton Wealth Advisors first reported a position in ExxonMobil in Q1 2016 and has held it in 31 quarters since.
- Sutton Wealth Advisors's ExxonMobil position peaked at $1.38M in Q2 2016.
- 3,576 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.
Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.