Telemus Capital’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.09M | Buy |
20,947
+4,452
| +27% | +$468K | 0.17% | 107 |
|
|
2023
Q3 | $1.94M | Sell |
16,495
-892
| -5% | -$97.8K | 0.18% | 106 |
|
|
2023
Q2 | $1.86M | Buy |
17,387
+807
| +5% | +$88.1K | 0.16% | 118 |
|
|
2023
Q1 | $1.82M | Buy |
16,580
+176
| +1% | +$19.5K | 0.16% | 126 |
|
|
2022
Q4 | $1.81M | Buy |
16,404
+728
| +5% | +$78K | 0.17% | 120 |
|
|
2022
Q3 | $1.37M | Sell |
15,676
-736
| -4% | -$67.2K | 0.14% | 133 |
|
|
2022
Q2 | $1.41M | Sell |
16,412
-1,836
| -10% | -$166K | 0.14% | 138 |
|
|
2022
Q1 | $1.51M | Sell |
18,248
-6,450
| -26% | -$501K | 0.13% | 143 |
|
|
2021
Q4 | $1.51M | Sell |
24,698
-929
| -4% | -$58.1K | 0.12% | 145 |
|
|
2021
Q3 | $1.51M | Sell |
25,627
-900
| -3% | -$51.3K | 0.13% | 139 |
|
|
2021
Q2 | $1.67M | Sell |
26,527
-1,768
| -6% | -$106K | 0.12% | 132 |
|
|
2021
Q1 | $1.6M | Buy |
28,295
+261
| +0.9% | +$13.7K | 0.11% | 155 |
|
|
2020
Q4 | $1.16M | Buy |
28,034
+1,778
| +7% | +$66.7K | 0.09% | 160 |
|
|
2020
Q3 | $895K | Sell |
26,256
-2,619
| -9% | -$107K | 0.07% | 209 |
|
|
2020
Q2 | $1.23M | Buy |
28,875
+472
| +2% | +$21.2K | 0.1% | 163 |
|
|
2020
Q1 | $1.29M | Buy |
28,403
+4,316
| +18% | +$238K | 0.11% | 149 |
|
|
2019
Q4 | $1.68M | Buy |
24,087
+1,127
| +5% | +$77.9K | 0.13% | 135 |
|
|
2019
Q3 | $1.62M | Sell |
22,960
-3,122
| -12% | -$226K | 0.13% | 129 |
|
|
2019
Q2 | $1.83M | Sell |
26,082
-10,839
| -29% | -$839K | 0.16% | 112 |
|
|
2019
Q1 | $2.98M | Buy |
36,921
+2,894
| +9% | +$221K | 0.23% | 97 |
|
|
2018
Q4 | $2.32M | Buy |
34,027
+83
| +0.2% | +$6.51K | 0.19% | 104 |
|
|
2018
Q3 | $2.89M | Sell |
33,944
-500
| -1% | -$40.9K | 0.22% | 101 |
|
|
2018
Q2 | $2.85M | Buy |
34,444
+1,490
| +5% | +$119K | 0.22% | 96 |
|
|
2018
Q1 | $2.46M | Sell |
32,954
-879
| -3% | -$70.3K | 0.2% | 104 |
|
|
2017
Q4 | $2.83M | Buy |
33,833
+22,480
| +198% | +$1.86M | 0.22% | 90 |
|
|
2017
Q3 | $931K | Sell |
11,353
-12,037
| -51% | -$956K | 0.11% | 143 |
|
|
2017
Q2 | $1.89M | Sell |
23,390
-336
| -1% | -$27.5K | 0.19% | 90 |
|
|
2017
Q1 | $1.95M | Buy |
23,726
+13,134
| +124% | +$1.1M | 0.2% | 81 |
|
|
2016
Q4 | $956K | Sell |
10,592
-14,517
| -58% | -$1.27M | 0.13% | 123 |
|
|
2016
Q3 | $2.19M | Sell |
25,109
-514
| -2% | -$45.6K | 0.25% | 81 |
|
|
2016
Q2 | $2.4M | Buy |
25,623
+14,964
| +140% | +$1.32M | 0.3% | 73 |
|
|
2016
Q1 | $891K | Buy |
10,659
+3,636
| +52% | +$291K | 0.15% | 131 |
|
|
2015
Q4 | $547K | Sell |
7,023
-59
| -0.8% | -$4.72K | 0.15% | 92 |
|
|
2015
Q3 | $527K | Buy |
7,082
+478
| +7% | +$36.8K | 0.14% | 83 |
|
|
2015
Q2 | $549K | Sell |
6,604
-300
| -4% | -$25.8K | 0.14% | 82 |
|
|
2015
Q1 | $587K | Sell |
6,904
-180
| -3% | -$16K | 0.14% | 82 |
|
|
2014
Q4 | $655K | Sell |
7,084
-337
| -5% | -$31.4K | 0.16% | 81 |
|
|
2014
Q3 | $698K | Sell |
7,421
-233
| -3% | -$23.2K | 0.19% | 76 |
|
|
2014
Q2 | $771K | Buy |
7,654
+192
| +3% | +$19.4K | 0.2% | 74 |
|
|
2014
Q1 | $729K | Sell |
7,462
-9
| -0.1% | -$858 | 0.2% | 73 |
|
|
2013
Q4 | $756K | Sell |
7,471
-1,744
| -19% | -$161K | 0.22% | 70 |
|
|
2013
Q3 | $793K | Buy |
+9,215
| New | +$831K | 0.23% | 70 |
|
Other funds holding XOM
Telemus Capital's XOM Position: Q4 2023 in Review
Telemus Capital increased its ExxonMobil (XOM) stake by 27% in Q4 2023, buying an estimated $468K and bringing the position to 20,947 shares worth $2.09M. The position accounts for 0.17% of the portfolio, ranked #107.
Telemus Capital first reported a position in XOM in Q3 2013 and has held it in 42 quarters since. The position peaked at $2.98M in Q1 2019. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.
- Telemus Capital held 20,947 shares of ExxonMobil worth $2.09M as of Q4 2023.
- Telemus Capital bought 4,452 ExxonMobil shares in Q4 2023, an estimated $468K.
- ExxonMobil made up 0.17% of Telemus Capital's portfolio in Q4 2023, its #107 holding.
- Telemus Capital first reported a position in ExxonMobil in Q3 2013 and has held it in 42 quarters since.
- Telemus Capital's ExxonMobil position peaked at $2.98M in Q1 2019.
- 3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.
Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.