ACP
Aveo Capital Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,850
| Closed | -$2.39M | – | 176 |
|
|
2025
Q1 | $2.39M | Sell |
22,850
-5,670
| -20% | -$593K | 0.4% | 48 |
|
|
2024
Q4 | $3.07M | Buy |
28,520
+1,991
| +8% | +$214K | 0.34% | 73 |
|
|
2024
Q3 | $3.11M | Sell |
26,529
-303
| -1% | -$35.5K | 0.33% | 79 |
|
|
2024
Q2 | $3.09M | Sell |
26,832
-2,756
| -9% | -$317K | 0.35% | 75 |
|
|
2024
Q1 | $3.43M | Buy |
29,588
+9,058
| +44% | +$1.05M | 0.37% | 75 |
|
|
2023
Q4 | $2.05M | Buy |
20,530
+984
| +5% | +$98.4K | 0.25% | 88 |
|
|
2023
Q3 | $2.3M | Buy |
19,546
+164
| +0.8% | +$19.3K | 0.3% | 84 |
|
|
2023
Q2 | $2.08M | Buy |
19,382
+836
| +5% | +$89.7K | 0.26% | 87 |
|
|
2023
Q1 | $2.03M | Buy |
18,546
+289
| +2% | +$31.7K | 0.27% | 84 |
|
|
2022
Q4 | $2.01M | Buy |
18,257
+872
| +5% | +$96.2K | 0.3% | 79 |
|
|
2022
Q3 | $1.52M | Sell |
17,385
-2,516
| -13% | -$220K | 0.26% | 80 |
|
|
2022
Q2 | $1.7M | Buy |
19,901
+201
| +1% | +$17.2K | 0.28% | 86 |
|
|
2022
Q1 | $1.63M | Buy |
19,700
+204
| +1% | +$16.8K | 0.29% | 79 |
|
|
2021
Q4 | $1.19M | Buy |
19,496
+2,139
| +12% | +$131K | 0.21% | 97 |
|
|
2021
Q3 | $1.02M | Buy |
17,357
+795
| +5% | +$46.8K | 0.21% | 96 |
|
|
2021
Q2 | $1.05M | Buy |
16,562
+2,619
| +19% | +$165K | 0.23% | 94 |
|
|
2021
Q1 | $778K | Buy |
+13,943
| New | +$778K | 0.2% | 103 |
|
|
2020
Q4 | – | Sell |
-9,351
| Closed | -$321K | – | 192 |
|
|
2020
Q3 | $321K | Buy |
+9,351
| New | +$321K | 0.12% | 146 |
|
|
2020
Q2 | – | Sell |
-9,674
| Closed | -$367K | – | 161 |
|
|
2020
Q1 | $367K | Buy |
9,674
+4,795
| +98% | +$182K | 0.18% | 108 |
|
|
2019
Q4 | $340K | Sell |
4,879
-1,394
| -22% | -$97.1K | 0.13% | 129 |
|
|
2019
Q3 | $450K | Buy |
6,273
+229
| +4% | +$16.4K | 0.19% | 104 |
|
|
2019
Q2 | $456K | Sell |
6,044
-3
| -0% | -$226 | 0.2% | 103 |
|
|
2019
Q1 | $489K | Buy |
6,047
+90
| +2% | +$7.28K | 0.23% | 92 |
|
|
2018
Q4 | $406K | Sell |
5,957
-408
| -6% | -$27.8K | 0.2% | 74 |
|
|
2018
Q3 | $517K | Sell |
6,365
-1,696
| -21% | -$138K | 0.23% | 71 |
|
|
2018
Q2 | $667K | Sell |
8,061
-1,403
| -15% | -$116K | 0.29% | 60 |
|
|
2018
Q1 | $706K | Buy |
9,464
+751
| +9% | +$56K | 0.29% | 55 |
|
|
2017
Q4 | $729K | Buy |
8,713
+927
| +12% | +$77.6K | 0.24% | 52 |
|
|
2017
Q3 | $638K | Buy |
7,786
+107
| +1% | +$8.77K | 0.22% | 58 |
|
|
2017
Q2 | $620K | Buy |
7,679
+831
| +12% | +$67.1K | 0.22% | 55 |
|
|
2017
Q1 | $562K | Sell |
6,848
-6,521
| -49% | -$535K | 0.21% | 54 |
|
|
2016
Q4 | $1.21M | Buy |
+13,369
| New | +$1.21M | 0.34% | 54 |
|