CAL
Capital Advisors Ltd’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Buy |
8,481
+1,629
| +24% | +$176K | 0.11% | 106 |
|
|
2025
Q1 | $815K | Buy |
6,852
+465
| +7% | +$55.3K | 0.11% | 114 |
|
|
2024
Q4 | $687K | Buy |
6,387
+131
| +2% | +$14.1K | 0.09% | 131 |
|
|
2024
Q3 | $733K | Buy |
6,256
+21
| +0.3% | +$2.46K | 0.09% | 125 |
|
|
2024
Q2 | $718K | Buy |
6,235
+196
| +3% | +$22.6K | 0.09% | 123 |
|
|
2024
Q1 | $702K | Buy |
6,039
+572
| +10% | +$66.5K | 0.09% | 125 |
|
|
2023
Q4 | $547K | Sell |
5,467
-187
| -3% | -$18.7K | 0.08% | 142 |
|
|
2023
Q3 | $665K | Sell |
5,654
-260
| -4% | -$30.6K | 0.1% | 119 |
|
|
2023
Q2 | $634K | Buy |
5,914
+1,976
| +50% | +$212K | 0.09% | 125 |
|
|
2023
Q1 | $432K | Sell |
3,938
-1,680
| -30% | -$184K | 0.07% | 152 |
|
|
2022
Q4 | $437K | Buy |
5,618
+2,615
| +87% | +$203K | 0.08% | 147 |
|
|
2022
Q3 | $262K | Buy |
3,003
+49
| +2% | +$4.28K | 0.05% | 194 |
|
|
2022
Q2 | $253K | Buy |
2,954
+58
| +2% | +$4.97K | 0.05% | 192 |
|
|
2022
Q1 | $239K | Hold |
2,896
| – | – | 0.04% | 211 |
|
|
2021
Q4 | $177K | Sell |
2,896
-548
| -16% | -$33.5K | 0.03% | 238 |
|
|
2021
Q3 | $203K | Hold |
3,444
| – | – | 0.04% | 215 |
|
|
2021
Q2 | $217K | Hold |
3,444
| – | – | 0.04% | 194 |
|
|
2021
Q1 | $192K | Hold |
3,444
| – | – | 0.04% | 186 |
|
|
2020
Q4 | $142K | Buy |
3,444
+2
| +0.1% | +$82 | 0.03% | 199 |
|
|
2020
Q3 | $118K | Buy |
3,442
+3
| +0.1% | +$103 | 0.03% | 199 |
|
|
2020
Q2 | $154K | Buy |
3,439
+1
| +0% | +$45 | 0.04% | 179 |
|
|
2020
Q1 | $131K | Sell |
3,438
-56
| -2% | -$2.13K | 0.04% | 179 |
|
|
2019
Q4 | $244K | Sell |
3,494
-222
| -6% | -$15.5K | 0.06% | 135 |
|
|
2019
Q3 | $262K | Sell |
3,716
-1,009
| -21% | -$71.1K | 0.07% | 119 |
|
|
2019
Q2 | $362K | Buy |
4,725
+1,489
| +46% | +$114K | 0.1% | 101 |
|
|
2019
Q1 | $261K | Sell |
3,236
-1,357
| -30% | -$109K | 0.07% | 131 |
|
|
2018
Q4 | $313K | Buy |
4,593
+1
| +0% | +$68 | 0.09% | 116 |
|
|
2018
Q3 | $390K | Buy |
4,592
+534
| +13% | +$45.4K | 0.11% | 102 |
|
|
2018
Q2 | $336K | Buy |
4,058
+1
| +0% | +$83 | 0.11% | 100 |
|
|
2018
Q1 | $303K | Buy |
4,057
+1
| +0% | +$75 | 0.1% | 103 |
|
|
2017
Q4 | $339K | Buy |
4,056
+1
| +0% | +$84 | 0.11% | 92 |
|
|
2017
Q3 | $332K | Buy |
4,055
+100
| +3% | +$8.19K | 0.12% | 93 |
|
|
2017
Q2 | $319K | Hold |
3,955
| – | – | 0.12% | 97 |
|
|
2017
Q1 | $324K | Hold |
3,955
| – | – | 0.12% | 93 |
|
|
2016
Q4 | $357K | Buy |
3,955
+58
| +1% | +$5.24K | 0.15% | 83 |
|
|
2016
Q3 | $340K | Hold |
3,897
| – | – | 0.15% | 80 |
|
|
2016
Q2 | $365K | Sell |
3,897
-30
| -0.8% | -$2.81K | 0.17% | 76 |
|
|
2016
Q1 | $328K | Hold |
3,927
| – | – | 0.16% | 78 |
|
|
2015
Q4 | $306K | Hold |
3,927
| – | – | 0.16% | 78 |
|
|
2015
Q3 | $292K | Sell |
3,927
-200
| -5% | -$14.9K | 0.16% | 78 |
|
|
2015
Q2 | $343K | Buy |
4,127
+200
| +5% | +$16.6K | 0.18% | 74 |
|
|
2015
Q1 | $334K | Hold |
3,927
| – | – | 0.17% | 74 |
|
|
2014
Q4 | $363K | Buy |
3,927
+1
| +0% | +$92 | 0.2% | 67 |
|
|
2014
Q3 | $369K | Sell |
3,926
-1
| -0% | -$94 | 0.21% | 64 |
|
|
2014
Q2 | $395K | Hold |
3,927
| – | – | 0.22% | 63 |
|
|
2014
Q1 | $384K | Hold |
3,927
| – | – | 0.23% | 61 |
|
|
2013
Q4 | $397K | Buy |
+3,927
| New | +$397K | 0.26% | 56 |
|