CA
Capital Advantage’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
15,103
-240
| -2% | -$25.9K | 0.26% | 47 |
|
|
2025
Q1 | $1.65M | Hold |
15,343
| – | – | 0.3% | 42 |
|
|
2024
Q4 | $1.65M | Sell |
15,343
-1,056
| -6% | -$114K | 0.3% | 42 |
|
|
2024
Q3 | $1.92M | Sell |
16,399
-106
| -0.6% | -$12.4K | 0.37% | 36 |
|
|
2024
Q2 | $1.85M | Buy |
16,505
+8
| +0% | +$897 | 0.38% | 35 |
|
|
2024
Q1 | $1.95M | Buy |
16,497
+329
| +2% | +$38.8K | 0.4% | 32 |
|
|
2023
Q4 | $1.62M | Sell |
16,168
-1,243
| -7% | -$124K | 0.33% | 29 |
|
|
2023
Q3 | $2.05M | Buy |
17,411
+5,839
| +50% | +$687K | 0.44% | 25 |
|
|
2023
Q2 | $1.21M | Sell |
11,572
-2,431
| -17% | -$254K | 0.25% | 30 |
|
|
2023
Q1 | $1.61M | Sell |
14,003
-327
| -2% | -$37.6K | 0.34% | 28 |
|
|
2022
Q4 | $1.58M | Buy |
14,330
+443
| +3% | +$48.9K | 0.35% | 27 |
|
|
2022
Q3 | $1.21M | Buy |
13,887
+550
| +4% | +$48K | 0.28% | 31 |
|
|
2022
Q2 | $1.14M | Sell |
13,337
-96
| -0.7% | -$8.22K | 0.25% | 32 |
|
|
2022
Q1 | $1.11M | Buy |
13,433
+1,237
| +10% | +$102K | 0.26% | 32 |
|
|
2021
Q4 | $891K | Buy |
12,196
+725
| +6% | +$53K | 0.21% | 35 |
|
|
2021
Q3 | $675K | Sell |
11,471
-597
| -5% | -$35.1K | 0.18% | 34 |
|
|
2021
Q2 | $761K | Buy |
12,068
+244
| +2% | +$15.4K | 0.2% | 33 |
|
|
2021
Q1 | $660K | Sell |
11,824
-529
| -4% | -$29.5K | 0.18% | 48 |
|
|
2020
Q4 | $537K | Sell |
12,353
-4,667
| -27% | -$203K | 0.16% | 51 |
|
|
2020
Q3 | $570K | Sell |
17,020
-720
| -4% | -$24.1K | 0.19% | 45 |
|
|
2020
Q2 | $793K | Sell |
17,740
-87
| -0.5% | -$3.89K | 0.28% | 37 |
|
|
2020
Q1 | $770K | Buy |
17,827
+4,072
| +30% | +$176K | 0.3% | 35 |
|
|
2019
Q4 | $912K | Sell |
13,755
-3,151
| -19% | -$209K | 0.29% | 34 |
|
|
2019
Q3 | $1.19M | Buy |
+16,906
| New | +$1.19M | 0.41% | 29 |
|
|
2019
Q1 | $1.37M | Sell |
16,962
-1,373
| -7% | -$111K | 0.49% | 28 |
|
|
2018
Q4 | $1.25M | Sell |
18,335
-699
| -4% | -$47.7K | 0.47% | 25 |
|
|
2018
Q3 | $1.62M | Sell |
19,034
-284
| -1% | -$24.1K | 0.37% | 26 |
|
|
2018
Q2 | $1.6M | Buy |
19,318
+166
| +0.9% | +$13.7K | 0.38% | 25 |
|
|
2018
Q1 | $1.43M | Sell |
19,152
-85
| -0.4% | -$6.34K | 0.35% | 25 |
|
|
2017
Q4 | $1.61M | Sell |
19,237
-862
| -4% | -$72.1K | 0.41% | 23 |
|
|
2017
Q3 | $1.65M | Sell |
20,099
-515
| -2% | -$42.2K | 0.41% | 24 |
|
|
2017
Q2 | $1.66M | Buy |
20,614
+332
| +2% | +$26.8K | 0.44% | 23 |
|
|
2017
Q1 | $1.66M | Buy |
20,282
+1,009
| +5% | +$82.7K | 0.46% | 27 |
|
|
2016
Q4 | $1.74M | Sell |
19,273
-2,268
| -11% | -$205K | 0.5% | 26 |
|
|
2016
Q3 | $1.88M | Sell |
21,541
-314
| -1% | -$27.4K | 0.53% | 25 |
|
|
2016
Q2 | $2.05M | Sell |
21,855
-365
| -2% | -$34.2K | 0.6% | 24 |
|
|
2016
Q1 | $1.86M | Sell |
22,220
-487
| -2% | -$40.7K | 0.66% | 24 |
|
|
2015
Q4 | $1.77M | Buy |
22,707
+253
| +1% | +$19.7K | 0.6% | 25 |
|
|
2015
Q3 | $1.67M | Buy |
22,454
+1,442
| +7% | +$107K | 0.65% | 24 |
|
|
2015
Q2 | $1.75M | Buy |
21,012
+2,328
| +12% | +$194K | 0.68% | 23 |
|
|
2015
Q1 | $1.54M | Sell |
18,684
-1,943
| -9% | -$160K | 0.63% | 24 |
|
|
2014
Q4 | $1.91M | Buy |
20,627
+2,041
| +11% | +$189K | 0.79% | 22 |
|
|
2014
Q3 | $1.75M | Sell |
18,586
-201
| -1% | -$18.9K | 0.91% | 18 |
|
|
2014
Q2 | $1.89M | Buy |
18,787
+74
| +0.4% | +$7.45K | 1.04% | 18 |
|
|
2014
Q1 | $1.83M | Buy |
18,713
+179
| +1% | +$17.5K | 1.27% | 13 |
|
|
2013
Q4 | $1.88M | Buy |
+18,534
| New | +$1.88M | 1.26% | 14 |
|