Syverson Strege & Co’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
$1.81M Buy
16,756
+11,903
+245% +$1.28M 0.43% 29
2025
Q1
$577K Buy
4,853
+167
+4% +$19.9K 0.19% 37
2024
Q4
$504K Buy
4,686
+647
+16% +$69.6K 0.17% 41
2024
Q3
$473K Sell
4,039
-992
-20% -$116K 0.16% 40
2024
Q2
$579K Buy
5,031
+373
+8% +$42.9K 0.2% 43
2024
Q1
$541K Sell
4,658
-83
-2% -$9.65K 0.2% 38
2023
Q4
$474K Sell
4,741
-204
-4% -$20.4K 0.18% 40
2023
Q3
$581K Sell
4,945
-13
-0.3% -$1.53K 0.26% 30
2023
Q2
$532K Sell
4,958
-170
-3% -$18.2K 0.23% 32
2023
Q1
$562K Buy
5,128
+428
+9% +$46.9K 0.24% 33
2022
Q4
$518K Buy
4,700
+2
+0% +$221 0.24% 37
2022
Q3
$410K Sell
4,698
-78
-2% -$6.81K 0.21% 41
2022
Q2
$409K Buy
4,776
+63
+1% +$5.4K 0.15% 48
2022
Q1
$389K Sell
4,713
-97
-2% -$8.01K 0.42% 43
2021
Q4
$294K Sell
4,810
-598
-11% -$36.6K 0.22% 52
2021
Q3
$318K Buy
5,408
+624
+13% +$36.7K 0.25% 48
2021
Q2
$302K Buy
4,784
+4
+0.1% +$253 0.27% 48
2021
Q1
$267K Sell
4,780
-3,863
-45% -$216K 0.28% 46
2020
Q4
$356K Buy
+8,643
New +$356K 0.34% 41