Valeo Financial Advisors’s Exxon Mobil XOM Stock Holding History

Valeo Financial Advisors’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.3M	Buy	114,120 +448	+0.4%	+$48.3K	0.3%	39
2025 Q1	$13.5M	Buy	113,672 +862	+0.8%	+$103K	0.38%	34
2024 Q4	$12.1M	Sell	112,810 -59	-0.1%	-$6.35K	0.34%	39
2024 Q3	$13.2M	Buy	112,869 +3,743	+3%	+$439K	0.38%	34
2024 Q2	$12.6M	Buy	109,126 +21,341	+24%	+$2.46M	0.39%	32
2024 Q1	$10.6M	Sell	87,785 -1,663	-2%	-$201K	0.38%	32
2023 Q4	$8.94M	Buy	89,448 +10,048	+13%	+$1M	0.36%	37
2023 Q3	$9.34M	Sell	79,400 -14,557	-15%	-$1.71M	0.43%	31
2023 Q2	$8.3M	Sell	93,957 -2,934	-3%	-$259K	0.38%	36
2023 Q1	$8.81M	Sell	96,891 -2,315	-2%	-$211K	0.42%	27
2022 Q4	$9.12M	Buy	99,206 +3,813	+4%	+$350K	0.5%	26
2022 Q3	$6.89M	Buy	95,393 +18,409	+24%	+$1.33M	0.44%	33
2022 Q2	$6.59M	Sell	76,984 -8,566	-10%	-$734K	0.41%	36
2022 Q1	$7.07M	Sell	85,550 -5,584	-6%	-$461K	0.36%	39
2021 Q4	$5.58M	Buy	91,134 +4,664	+5%	+$285K	0.3%	49
2021 Q3	$5.09M	Buy	86,470 +9,928	+13%	+$584K	0.29%	50
2021 Q2	$4.83M	Buy	76,542 +2,331	+3%	+$147K	0.29%	53
2021 Q1	$4.14M	Buy	74,211 +10,789	+17%	+$602K	0.19%	66
2020 Q4	$2.62M	Sell	63,422 -6,826	-10%	-$281K	0.13%	87
2020 Q3	$2.41M	Buy	70,248 +10,061	+17%	+$345K	0.21%	74
2020 Q2	$2.69M	Buy	60,187 +6,059	+11%	+$271K	0.25%	61
2020 Q1	$2.34M	Buy	54,128 +9,570	+21%	+$413K	0.25%	61
2019 Q4	$3.11M	Sell	44,558 -888	-2%	-$62K	0.3%	51
2019 Q3	$3.21M	Buy	45,446 +230	+0.5%	+$16.2K	0.35%	47
2019 Q2	$3.47M	Buy	45,216 +1,928	+4%	+$148K	0.4%	43
2019 Q1	$3.5M	Sell	43,288 -9,308	-18%	-$752K	0.43%	42
2018 Q4	$3.59M	Sell	52,596 -1,006	-2%	-$68.6K	0.5%	36
2018 Q3	$4.27M	Sell	53,602 -3,488	-6%	-$278K	0.58%	35
2018 Q2	$4.49M	Buy	57,090 +7,447	+15%	+$585K	0.63%	35
2018 Q1	$3.7M	Buy	49,643 +759	+2%	+$56.6K	0.59%	35
2017 Q4	$4.09M	Buy	48,884 +11,543	+31%	+$966K	0.67%	30
2017 Q3	$3.06M	Buy	+37,341	New	+$3.06M	0.69%	29