Valmark Advisers’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.61M | Buy |
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|
2025
Q1 | $7.93M | Buy |
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|
2024
Q4 | $6.99M | Buy |
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|
2024
Q3 | $6.33M | Buy |
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|
2024
Q2 | $6.04M | Buy |
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|
2024
Q1 | $6M | Buy |
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|
2023
Q4 | $4.94M | Buy |
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|
2023
Q3 | $5.18M | Sell |
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|
2023
Q2 | $4.84M | Sell |
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|
2023
Q1 | $5.02M | Buy |
|
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|
2022
Q4 | $4.76M | Buy |
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|
2022
Q3 | $3.11M | Buy |
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|
2022
Q2 | $2.98M | Sell |
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|
2022
Q1 | $3.01M | Buy |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $2.01M | Sell |
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|
2021
Q2 | $2.3M | Buy |
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|
2021
Q1 | $1.83M | Buy |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $1.14M | Buy |
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|
2020
Q2 | $1.38M | Buy |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $2.06M | Sell |
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|
2019
Q3 | $2.28M | Buy |
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|
2019
Q2 | $2.45M | Buy |
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|
2019
Q1 | $2.48M | Sell |
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|
2018
Q4 | $2.14M | Buy |
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|
2018
Q3 | $2.39M | Sell |
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|
2018
Q2 | $2.38M | Sell |
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|
2018
Q1 | $2.33M | Sell |
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|
2017
Q4 | $2.93M | Buy |
|
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|
2017
Q3 | $238K | Buy |
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|
2017
Q2 | $214K | Buy |
|
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|
2017
Q1 | $212K | Hold |
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|
2016
Q4 | $234K | Sell |
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|
2016
Q3 | $503K | Buy |
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|
2016
Q2 | $285K | Sell |
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|
2016
Q1 | $295K | Buy |
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|
2015
Q4 | $236K | Sell |
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|
2015
Q3 | $236K | Sell |
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|
2015
Q2 | $264K | Hold |
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|
2015
Q1 | $270K | Sell |
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|
2014
Q4 | $297K | Hold |
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|
2014
Q3 | $303K | Sell |
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|
2014
Q2 | $328K | Sell |
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|
2014
Q1 | $368K | Sell |
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|
2013
Q4 | $404K | Buy |
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|
2013
Q3 | $263K | Buy |
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|
2013
Q2 | $249K | Buy |
|