Virtus Investment Advisers’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 | – | Sell |
-13,151
| Closed | -$1.56M | – | 502 |
|
|
2025
Q1 | $1.56M | Buy |
13,151
+11,751
| +839% | +$1.4M | 0.43% | 24 |
|
|
2024
Q4 | $151K | Buy |
+1,400
| New | +$151K | 0.12% | 222 |
|
|
2018
Q1 | – | Sell |
-35,809
| Closed | -$3M | – | 443 |
|
|
2017
Q4 | $3M | Buy |
+35,809
| New | +$3M | 0.33% | 102 |
|
|
2017
Q1 | – | Sell |
-131,088
| Closed | -$11.8M | – | 507 |
|
|
2016
Q4 | $11.8M | Buy |
131,088
+90,023
| +219% | +$8.13M | 0.91% | 19 |
|
|
2016
Q3 | $3.58M | Buy |
+41,065
| New | +$3.58M | 0.23% | 151 |
|