VA
Valmark Advisers’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.61M | Buy |
70,553
+3,839
| +6% | +$414K | 0.11% | 89 |
|
|
2025
Q1 | $7.93M | Buy |
66,714
+1,705
| +3% | +$203K | 0.12% | 84 |
|
|
2024
Q4 | $6.99M | Buy |
65,009
+11,013
| +20% | +$1.18M | 0.11% | 89 |
|
|
2024
Q3 | $6.33M | Buy |
53,996
+1,533
| +3% | +$180K | 0.1% | 91 |
|
|
2024
Q2 | $6.04M | Buy |
52,463
+874
| +2% | +$101K | 0.1% | 90 |
|
|
2024
Q1 | $6M | Buy |
51,589
+2,152
| +4% | +$250K | 0.1% | 86 |
|
|
2023
Q4 | $4.94M | Buy |
49,437
+5,406
| +12% | +$540K | 0.09% | 89 |
|
|
2023
Q3 | $5.18M | Sell |
44,031
-1,136
| -3% | -$134K | 0.11% | 74 |
|
|
2023
Q2 | $4.84M | Sell |
45,167
-576
| -1% | -$61.8K | 0.1% | 77 |
|
|
2023
Q1 | $5.02M | Buy |
45,743
+2,632
| +6% | +$289K | 0.11% | 69 |
|
|
2022
Q4 | $4.76M | Buy |
43,111
+7,449
| +21% | +$822K | 0.11% | 68 |
|
|
2022
Q3 | $3.11M | Buy |
35,662
+901
| +3% | +$78.7K | 0.06% | 89 |
|
|
2022
Q2 | $2.98M | Sell |
34,761
-1,719
| -5% | -$147K | 0.06% | 90 |
|
|
2022
Q1 | $3.01M | Buy |
36,480
+3,745
| +11% | +$309K | 0.05% | 94 |
|
|
2021
Q4 | $2M | Sell |
32,735
-1,372
| -4% | -$84K | 0.03% | 122 |
|
|
2021
Q3 | $2.01M | Sell |
34,107
-2,401
| -7% | -$141K | 0.04% | 115 |
|
|
2021
Q2 | $2.3M | Buy |
36,508
+3,703
| +11% | +$234K | 0.04% | 105 |
|
|
2021
Q1 | $1.83M | Buy |
32,805
+1,461
| +5% | +$81.6K | 0.04% | 118 |
|
|
2020
Q4 | $1.29M | Sell |
31,344
-1,758
| -5% | -$72.5K | 0.03% | 139 |
|
|
2020
Q3 | $1.14M | Buy |
33,102
+2,186
| +7% | +$75K | 0.03% | 122 |
|
|
2020
Q2 | $1.38M | Buy |
30,916
+1,146
| +4% | +$51.3K | 0.03% | 93 |
|
|
2020
Q1 | $1.13M | Buy |
29,770
+306
| +1% | +$11.6K | 0.03% | 91 |
|
|
2019
Q4 | $2.06M | Sell |
29,464
-2,853
| -9% | -$199K | 0.04% | 64 |
|
|
2019
Q3 | $2.28M | Buy |
32,317
+384
| +1% | +$27.1K | 0.05% | 61 |
|
|
2019
Q2 | $2.45M | Buy |
31,933
+1,211
| +4% | +$92.8K | 0.05% | 56 |
|
|
2019
Q1 | $2.48M | Sell |
30,722
-682
| -2% | -$55.1K | 0.06% | 54 |
|
|
2018
Q4 | $2.14M | Buy |
31,404
+3,245
| +12% | +$221K | 0.05% | 54 |
|
|
2018
Q3 | $2.39M | Sell |
28,159
-547
| -2% | -$46.5K | 0.05% | 48 |
|
|
2018
Q2 | $2.38M | Sell |
28,706
-2,546
| -8% | -$211K | 0.05% | 49 |
|
|
2018
Q1 | $2.33M | Sell |
31,252
-3,773
| -11% | -$282K | 0.05% | 47 |
|
|
2017
Q4 | $2.93M | Buy |
35,025
+32,117
| +1,104% | +$2.69M | 0.06% | 43 |
|
|
2017
Q3 | $238K | Buy |
2,908
+256
| +10% | +$21K | 0.01% | 71 |
|
|
2017
Q2 | $214K | Buy |
2,652
+61
| +2% | +$4.92K | 0.01% | 73 |
|
|
2017
Q1 | $212K | Hold |
2,591
| – | – | 0.01% | 73 |
|
|
2016
Q4 | $234K | Sell |
2,591
-3,175
| -55% | -$287K | 0.01% | 70 |
|
|
2016
Q3 | $503K | Buy |
5,766
+2,727
| +90% | +$238K | 0.01% | 51 |
|
|
2016
Q2 | $285K | Sell |
3,039
-485
| -14% | -$45.5K | 0.01% | 58 |
|
|
2016
Q1 | $295K | Buy |
3,524
+500
| +17% | +$41.9K | 0.01% | 56 |
|
|
2015
Q4 | $236K | Sell |
3,024
-145
| -5% | -$11.3K | 0.01% | 62 |
|
|
2015
Q3 | $236K | Sell |
3,169
-10
| -0.3% | -$745 | 0.01% | 56 |
|
|
2015
Q2 | $264K | Hold |
3,179
| – | – | 0.01% | 52 |
|
|
2015
Q1 | $270K | Sell |
3,179
-38
| -1% | -$3.23K | 0.01% | 51 |
|
|
2014
Q4 | $297K | Hold |
3,217
| – | – | 0.01% | 49 |
|
|
2014
Q3 | $303K | Sell |
3,217
-37
| -1% | -$3.49K | 0.01% | 46 |
|
|
2014
Q2 | $328K | Sell |
3,254
-510
| -14% | -$51.4K | 0.01% | 45 |
|
|
2014
Q1 | $368K | Sell |
3,764
-232
| -6% | -$22.7K | 0.01% | 42 |
|
|
2013
Q4 | $404K | Buy |
3,996
+934
| +31% | +$94.4K | 0.01% | 43 |
|
|
2013
Q3 | $263K | Buy |
3,062
+310
| +11% | +$26.6K | 0.01% | 46 |
|
|
2013
Q2 | $249K | Buy |
+2,752
| New | +$249K | 0.01% | 45 |
|