BCA
Bay Colony Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.04M | Buy |
56,010
+6,846
| +14% | +$738K | 0.83% | 19 |
|
|
2025
Q1 | $5.79M | Sell |
49,164
-2,288
| -4% | -$269K | 0.88% | 20 |
|
|
2024
Q4 | $5.53M | Buy |
51,452
+158
| +0.3% | +$17K | 0.82% | 21 |
|
|
2024
Q3 | $6.01M | Buy |
51,294
+560
| +1% | +$65.6K | 0.91% | 19 |
|
|
2024
Q2 | $5.84M | Buy |
50,734
+678
| +1% | +$78.1K | 0.98% | 20 |
|
|
2024
Q1 | $5.82M | Buy |
50,056
+480
| +1% | +$55.8K | 1.02% | 19 |
|
|
2023
Q4 | $4.96M | Buy |
49,576
+367
| +0.7% | +$36.7K | 0.97% | 21 |
|
|
2023
Q3 | $5.79M | Buy |
49,209
+977
| +2% | +$115K | 1.39% | 14 |
|
|
2023
Q2 | $5.17M | Buy |
48,232
+1,286
| +3% | +$138K | 1.25% | 13 |
|
|
2023
Q1 | $5.14M | Sell |
46,946
-4,653
| -9% | -$509K | 1.36% | 14 |
|
|
2022
Q4 | $5.69M | Sell |
51,599
-4,656
| -8% | -$514K | 1.5% | 12 |
|
|
2022
Q3 | $4.91M | Buy |
56,255
+1,613
| +3% | +$141K | 1.46% | 13 |
|
|
2022
Q2 | $5.3M | Buy |
54,642
+2,538
| +5% | +$246K | 1.35% | 12 |
|
|
2022
Q1 | $4.3M | Buy |
52,104
+3,700
| +8% | +$306K | 1.03% | 13 |
|
|
2021
Q4 | $2.96M | Sell |
48,404
-2,590
| -5% | -$158K | 0.85% | 20 |
|
|
2021
Q3 | $3M | Sell |
50,994
-16
| -0% | -$941 | 0.98% | 10 |
|
|
2021
Q2 | $3.22M | Buy |
51,010
+5,883
| +13% | +$371K | 1.07% | 7 |
|
|
2021
Q1 | $2.52M | Buy |
45,127
+39,447
| +694% | +$2.2M | 0.96% | 15 |
|
|
2020
Q4 | $234K | Sell |
5,680
-11,331
| -67% | -$467K | 0.12% | 238 |
|
|
2020
Q3 | $584K | Buy |
17,011
+2,506
| +17% | +$86K | 0.36% | 84 |
|
|
2020
Q2 | $649K | Sell |
14,505
-718
| -5% | -$32.1K | 0.47% | 68 |
|
|
2020
Q1 | $578K | Buy |
15,223
+4,499
| +42% | +$171K | 0.52% | 65 |
|
|
2019
Q4 | $721K | Sell |
10,724
-261
| -2% | -$17.5K | 0.47% | 69 |
|
|
2019
Q3 | $776K | Sell |
10,985
-3,774
| -26% | -$267K | 0.53% | 59 |
|
|
2019
Q2 | $1.13M | Buy |
14,759
+33
| +0.2% | +$2.53K | 0.73% | 29 |
|
|
2019
Q1 | $1.19M | Buy |
14,726
+1,370
| +10% | +$111K | 0.78% | 28 |
|
|
2018
Q4 | $911K | Buy |
13,356
+1,211
| +10% | +$82.6K | 0.78% | 27 |
|
|
2018
Q3 | $1.03M | Buy |
12,145
+620
| +5% | +$52.7K | 0.79% | 33 |
|
|
2018
Q2 | $953K | Buy |
+11,525
| New | +$953K | 0.67% | 33 |
|