Verdence Capital Advisors’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 | $12.9M | Buy |
119,578
+4,450
| +4% | +$480K | 0.88% | 21 |
|
|
2025
Q1 | $13.7M | Buy |
115,128
+3,999
| +4% | +$476K | 1.05% | 12 |
|
|
2024
Q4 | $12M | Buy |
111,129
+5,183
| +5% | +$558K | 0.96% | 17 |
|
|
2024
Q3 | $12.4M | Buy |
105,946
+2,887
| +3% | +$338K | 0.99% | 13 |
|
|
2024
Q2 | $11.9M | Buy |
103,059
+2,627
| +3% | +$302K | 1.06% | 13 |
|
|
2024
Q1 | $11.7M | Buy |
100,432
+646
| +0.6% | +$75.1K | 1.06% | 12 |
|
|
2023
Q4 | $9.98M | Sell |
99,786
-1,601
| -2% | -$160K | 0.97% | 16 |
|
|
2023
Q3 | $11.9M | Buy |
101,387
+3,191
| +3% | +$375K | 1.29% | 9 |
|
|
2023
Q2 | $10.5M | Sell |
98,196
-2,869
| -3% | -$308K | 1.22% | 8 |
|
|
2023
Q1 | $11.1M | Sell |
101,065
-611
| -0.6% | -$67K | 1.34% | 6 |
|
|
2022
Q4 | $11.2M | Sell |
101,676
-5,031
| -5% | -$555K | 1.38% | 10 |
|
|
2022
Q3 | $9.32M | Sell |
106,707
-4,835
| -4% | -$422K | 1.28% | 9 |
|
|
2022
Q2 | $9.55M | Sell |
111,542
-10,586
| -9% | -$907K | 1.24% | 9 |
|
|
2022
Q1 | $10.1M | Buy |
122,128
+1,728
| +1% | +$143K | 1.14% | 12 |
|
|
2021
Q4 | $7.37M | Buy |
120,400
+2,301
| +2% | +$141K | 0.87% | 20 |
|
|
2021
Q3 | $6.95M | Buy |
118,099
+1,564
| +1% | +$92K | 0.91% | 19 |
|
|
2021
Q2 | $7.35M | Buy |
116,535
+13,429
| +13% | +$847K | 1.02% | 17 |
|
|
2021
Q1 | $5.76M | Buy |
103,106
+16,950
| +20% | +$946K | 0.97% | 19 |
|
|
2020
Q4 | $3.55M | Sell |
86,156
-13,036
| -13% | -$537K | 0.67% | 29 |
|
|
2020
Q3 | $3.41M | Buy |
99,192
+1,277
| +1% | +$43.8K | 0.78% | 28 |
|
|
2020
Q2 | $4.38M | Sell |
97,915
-4
| -0% | -$179 | 1.08% | 18 |
|
|
2020
Q1 | $3.72M | Buy |
97,919
+15,572
| +19% | +$591K | 1.11% | 17 |
|
|
2019
Q4 | $5.75M | Sell |
82,347
-15,975
| -16% | -$1.11M | 1.41% | 12 |
|
|
2019
Q3 | $6.94M | Buy |
98,322
+4,603
| +5% | +$325K | 1.95% | 3 |
|
|
2019
Q2 | $7.18M | Sell |
93,719
-8,440
| -8% | -$647K | 2.06% | 4 |
|
|
2019
Q1 | $8.25M | Buy |
102,159
+7,532
| +8% | +$609K | 2.24% | 5 |
|
|
2018
Q4 | $6.45M | Sell |
94,627
-8,153
| -8% | -$556K | 1.81% | 10 |
|
|
2018
Q3 | $8.74M | Buy |
102,780
+197
| +0.2% | +$16.7K | 2.17% | 6 |
|
|
2018
Q2 | $8.49M | Sell |
102,583
-3,506
| -3% | -$290K | 2.06% | 6 |
|
|
2018
Q1 | $7.92M | Buy |
106,089
+544
| +0.5% | +$40.6K | 1.91% | 9 |
|
|
2017
Q4 | $8.83M | Buy |
+105,545
| New | +$8.83M | 2.1% | 9 |
|