AWA
Arkadios Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
156,675
+16,745
| +12% | +$1.81M | 0.5% | 29 |
|
|
2025
Q1 | $16.6M | Buy |
139,930
+37,987
| +37% | +$4.52M | 0.63% | 26 |
|
|
2024
Q4 | $11M | Buy |
101,943
+3,983
| +4% | +$428K | 0.6% | 26 |
|
|
2024
Q3 | $11.5M | Buy |
97,960
+6,789
| +7% | +$796K | 0.65% | 24 |
|
|
2024
Q2 | $10.5M | Buy |
91,171
+30,297
| +50% | +$3.49M | 0.71% | 23 |
|
|
2024
Q1 | $7.08M | Sell |
60,874
-762
| -1% | -$88.6K | 0.55% | 37 |
|
|
2023
Q4 | $6.16M | Buy |
61,636
+507
| +0.8% | +$50.7K | 0.52% | 37 |
|
|
2023
Q3 | $7.19M | Buy |
61,129
+18,433
| +43% | +$2.17M | 0.68% | 27 |
|
|
2023
Q2 | $4.58M | Buy |
42,696
+672
| +2% | +$72.1K | 0.53% | 38 |
|
|
2023
Q1 | $4.61M | Sell |
42,024
-792
| -2% | -$86.9K | 0.55% | 36 |
|
|
2022
Q4 | $4.72M | Buy |
42,816
+7,008
| +20% | +$773K | 0.63% | 34 |
|
|
2022
Q3 | $3.13M | Buy |
35,808
+5,210
| +17% | +$455K | 0.47% | 52 |
|
|
2022
Q2 | $2.62M | Buy |
30,598
+3,765
| +14% | +$322K | 0.39% | 63 |
|
|
2022
Q1 | $2.22M | Buy |
26,833
+458
| +2% | +$37.8K | 0.29% | 89 |
|
|
2021
Q4 | $1.61M | Sell |
26,375
-483
| -2% | -$29.6K | 0.21% | 110 |
|
|
2021
Q3 | $1.58M | Sell |
26,858
-9,640
| -26% | -$567K | 0.23% | 105 |
|
|
2021
Q2 | $2.3M | Buy |
36,498
+5,974
| +20% | +$377K | 0.28% | 98 |
|
|
2021
Q1 | $1.7M | Buy |
30,524
+16,473
| +117% | +$920K | 0.28% | 94 |
|
|
2020
Q4 | $579K | Buy |
14,051
+6,518
| +87% | +$269K | 0.12% | 177 |
|
|
2020
Q3 | $257K | Buy |
7,533
+103
| +1% | +$3.51K | 0.13% | 152 |
|
|
2020
Q2 | $327K | Buy |
7,430
+1,327
| +22% | +$58.5K | 0.18% | 122 |
|
|
2020
Q1 | $232K | Buy |
6,103
+541
| +10% | +$20.5K | 0.15% | 138 |
|
|
2019
Q4 | $339K | Buy |
+5,562
| New | +$339K | 0.2% | 108 |
|