CAAS
Capital Asset Advisory Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
54,714
-5,382
| -9% | -$588K | 0.28% | 48 |
|
|
2025
Q1 | $7.13M | Sell |
60,096
-1,063
| -2% | -$126K | 0.36% | 41 |
|
|
2024
Q4 | $6.6M | Buy |
61,159
+2,175
| +4% | +$235K | 0.32% | 45 |
|
|
2024
Q3 | $7.2M | Buy |
58,984
+1,640
| +3% | +$200K | 0.36% | 44 |
|
|
2024
Q2 | $6.36M | Buy |
57,344
+702
| +1% | +$77.9K | 0.34% | 44 |
|
|
2024
Q1 | $6.87M | Buy |
56,642
+5,025
| +10% | +$610K | 0.39% | 39 |
|
|
2023
Q4 | $5.16M | Buy |
51,617
+2,694
| +6% | +$269K | 0.32% | 44 |
|
|
2023
Q3 | $5.21M | Buy |
48,923
+4,426
| +10% | +$471K | 0.36% | 41 |
|
|
2023
Q2 | $4.49M | Buy |
44,497
+3,565
| +9% | +$360K | 0.31% | 39 |
|
|
2023
Q1 | $4.49M | Buy |
40,932
+2,555
| +7% | +$280K | 0.33% | 37 |
|
|
2022
Q4 | $4.3M | Buy |
38,377
+413
| +1% | +$46.3K | 0.34% | 35 |
|
|
2022
Q3 | $3.32M | Buy |
37,964
+1,778
| +5% | +$155K | 0.43% | 26 |
|
|
2022
Q2 | $3.1M | Buy |
36,186
+304
| +0.8% | +$26K | 0.34% | 42 |
|
|
2022
Q1 | $2.96M | Buy |
35,882
+5,341
| +17% | +$441K | 0.32% | 44 |
|
|
2021
Q4 | $1.87M | Sell |
30,541
-184
| -0.6% | -$11.3K | 0.2% | 69 |
|
|
2021
Q3 | $1.81M | Sell |
30,725
-1,699
| -5% | -$99.9K | 0.2% | 67 |
|
|
2021
Q2 | $2.05M | Buy |
32,424
+1,786
| +6% | +$113K | 0.22% | 61 |
|
|
2021
Q1 | $1.71M | Buy |
30,638
+3,148
| +11% | +$176K | 0.26% | 63 |
|
|
2020
Q4 | $1.13M | Buy |
27,490
+1,105
| +4% | +$45.5K | 0.2% | 86 |
|
|
2020
Q3 | $906K | Sell |
26,385
-1,057
| -4% | -$36.3K | 0.19% | 93 |
|
|
2020
Q2 | $1.23M | Buy |
27,442
+1,281
| +5% | +$57.6K | 0.26% | 71 |
|
|
2020
Q1 | $1.12M | Buy |
26,161
+5,466
| +26% | +$234K | 0.3% | 63 |
|
|
2019
Q4 | $1.27M | Buy |
20,695
+17,551
| +558% | +$1.08M | 0.3% | 63 |
|
|
2019
Q3 | $222K | Sell |
3,144
-35
| -1% | -$2.47K | 0.15% | 109 |
|
|
2019
Q2 | $244K | Buy |
3,179
+9
| +0.3% | +$691 | 0.19% | 93 |
|
|
2019
Q1 | $256K | Sell |
3,170
-24
| -0.8% | -$1.94K | 0.33% | 63 |
|
|
2018
Q4 | $218K | Hold |
3,194
| – | – | 0.21% | 96 |
|
|
2018
Q3 | $272K | Hold |
3,194
| – | – | 0.23% | 91 |
|
|
2018
Q2 | $264K | Sell |
3,194
-345
| -10% | -$28.5K | 0.24% | 84 |
|
|
2018
Q1 | $2.41M | Buy |
3,539
+345
| +11% | +$235K | 2.23% | 7 |
|
|
2017
Q4 | $267K | Sell |
3,194
-50
| -2% | -$4.18K | 0.24% | 90 |
|
|
2017
Q3 | $266K | Buy |
3,244
+100
| +3% | +$8.2K | 0.24% | 91 |
|
|
2017
Q2 | $254K | Sell |
3,144
-165
| -5% | -$13.3K | 0.16% | 115 |
|
|
2017
Q1 | $271K | Sell |
3,309
-85
| -3% | -$6.96K | 0.2% | 80 |
|
|
2016
Q4 | $306K | Hold |
3,394
| – | – | 0.26% | 68 |
|
|
2016
Q3 | $296K | Hold |
3,394
| – | – | 0.39% | 46 |
|
|
2016
Q2 | $318K | Buy |
3,394
+15
| +0.4% | +$1.41K | 0.42% | 46 |
|
|
2016
Q1 | $282K | Sell |
3,379
-85
| -2% | -$7.09K | 0.31% | 60 |
|
|
2015
Q4 | $270K | Buy |
+3,464
| New | +$270K | 0.38% | 46 |
|