CWA
Canvas Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Sell |
4,613
-33
| -0.7% | -$3.68K | 0.1% | 111 |
|
|
2025
Q1 | $503K | Buy |
4,646
+182
| +4% | +$19.7K | 0.13% | 102 |
|
|
2024
Q4 | $480K | Buy |
4,464
+173
| +4% | +$18.6K | 0.12% | 99 |
|
|
2024
Q3 | $503K | Buy |
4,291
+1,367
| +47% | +$160K | 0.14% | 89 |
|
|
2024
Q2 | $346K | Buy |
2,924
+454
| +18% | +$53.6K | 0.11% | 102 |
|
|
2024
Q1 | $293K | Sell |
2,470
-71
| -3% | -$8.42K | 0.1% | 102 |
|
|
2023
Q4 | $254K | Sell |
2,541
-104
| -4% | -$10.4K | 0.09% | 112 |
|
|
2023
Q3 | $294K | Buy |
2,645
+102
| +4% | +$11.3K | 0.12% | 95 |
|
|
2023
Q2 | $268K | Sell |
2,543
-336
| -12% | -$35.5K | 0.1% | 114 |
|
|
2023
Q1 | $336K | Sell |
2,879
-214
| -7% | -$25K | 0.14% | 98 |
|
|
2022
Q4 | $342K | Buy |
3,093
+645
| +26% | +$71.3K | 0.14% | 105 |
|
|
2022
Q3 | $262K | Buy |
+2,448
| New | +$262K | 0.11% | 103 |
|