SAM
Synergy Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
4,693
-67
| -1% | -$7.22K | 0.06% | 123 |
|
|
2025
Q1 | $566K | Sell |
4,760
-6,131
| -56% | -$729K | 0.07% | 109 |
|
|
2024
Q4 | $1.23M | Buy |
10,891
+4,923
| +82% | +$555K | 0.1% | 108 |
|
|
2024
Q3 | $700K | Sell |
5,968
-39,114
| -87% | -$4.58M | 0.11% | 90 |
|
|
2024
Q2 | $5.19M | Sell |
45,082
-14,508
| -24% | -$1.67M | 0.81% | 28 |
|
|
2024
Q1 | $6.93M | Sell |
59,590
-135,809
| -70% | -$15.8M | 1.18% | 22 |
|
|
2023
Q4 | $19.5M | Buy |
195,399
+177,630
| +1,000% | +$17.8M | 3.5% | 3 |
|
|
2023
Q3 | $2.09M | Sell |
17,769
-31,444
| -64% | -$3.7M | 0.41% | 60 |
|
|
2023
Q2 | $5.28M | Buy |
49,213
+4,088
| +9% | +$438K | 1.31% | 28 |
|
|
2023
Q1 | $4.95M | Sell |
45,125
-54,984
| -55% | -$6.03M | 1.18% | 27 |
|
|
2022
Q4 | $11M | Sell |
100,109
-18,026
| -15% | -$1.99M | 2.83% | 5 |
|
|
2022
Q3 | $10.3M | Sell |
118,135
-4,678
| -4% | -$408K | 2.78% | 8 |
|
|
2022
Q2 | $10.5M | Buy |
122,813
+68,339
| +125% | +$5.85M | 2.79% | 5 |
|
|
2022
Q1 | $4.5M | Sell |
54,474
-4,641
| -8% | -$383K | 1.08% | 33 |
|
|
2021
Q4 | $3.62M | Buy |
59,115
+2,364
| +4% | +$145K | 0.86% | 40 |
|
|
2021
Q3 | $3.34M | Buy |
56,751
+2,743
| +5% | +$161K | 0.78% | 39 |
|
|
2021
Q2 | $3.41M | Sell |
54,008
-978
| -2% | -$61.7K | 0.9% | 42 |
|
|
2021
Q1 | $3.07M | Sell |
54,986
-21,286
| -28% | -$1.19M | 0.92% | 36 |
|
|
2020
Q4 | $3.14M | Buy |
+76,272
| New | +$3.14M | 0.99% | 41 |
|