CA
CapWealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
20,830
+1,029
| +5% | +$111K | 0.22% | 54 |
|
|
2025
Q1 | $2.35M | Sell |
19,801
-957
| -5% | -$114K | 0.26% | 52 |
|
|
2024
Q4 | $2.23M | Buy |
20,758
+155
| +0.8% | +$16.7K | 0.24% | 52 |
|
|
2024
Q3 | $2.42M | Sell |
20,603
-90
| -0.4% | -$10.6K | 0.26% | 53 |
|
|
2024
Q2 | $2.38M | Buy |
20,693
+39
| +0.2% | +$4.49K | 0.3% | 50 |
|
|
2024
Q1 | $2.4M | Sell |
20,654
-158
| -0.8% | -$18.4K | 0.27% | 50 |
|
|
2023
Q4 | $2.08M | Sell |
20,812
-1,000
| -5% | -$100K | 0.25% | 52 |
|
|
2023
Q3 | $2.56M | Buy |
21,812
+2,890
| +15% | +$340K | 0.33% | 54 |
|
|
2023
Q2 | $2.03M | Sell |
18,922
-2,064
| -10% | -$221K | 0.25% | 56 |
|
|
2023
Q1 | $2.3M | Buy |
20,986
+20
| +0.1% | +$2.19K | 0.29% | 57 |
|
|
2022
Q4 | $2.31M | Sell |
20,966
-4,500
| -18% | -$496K | 0.27% | 57 |
|
|
2022
Q3 | $2.22M | Sell |
25,466
-1,374
| -5% | -$120K | 0.29% | 57 |
|
|
2022
Q2 | $2.3M | Buy |
26,840
+1,374
| +5% | +$118K | 0.28% | 59 |
|
|
2022
Q1 | $2.1M | Sell |
25,466
-1,234
| -5% | -$102K | 0.22% | 69 |
|
|
2021
Q4 | $1.63M | Sell |
26,700
-42
| -0.2% | -$2.57K | 0.17% | 66 |
|
|
2021
Q3 | $1.57M | Sell |
26,742
-173,919
| -87% | -$10.2M | 0.17% | 65 |
|
|
2021
Q2 | $12.7M | Buy |
200,661
+27,604
| +16% | +$1.74M | 1.37% | 33 |
|
|
2021
Q1 | $9.66M | Buy |
+173,057
| New | +$9.66M | 1.1% | 39 |
|
|
2020
Q1 | – | Sell |
-3,726
| Closed | -$260K | – | 104 |
|
|
2019
Q4 | $260K | Hold |
3,726
| – | – | 0.03% | 90 |
|
|
2019
Q3 | $263K | Hold |
3,726
| – | – | 0.04% | 90 |
|
|
2019
Q2 | $286K | Sell |
3,726
-582
| -14% | -$44.7K | 0.04% | 84 |
|
|
2019
Q1 | $348K | Sell |
4,308
-625
| -13% | -$50.5K | 0.05% | 79 |
|
|
2018
Q4 | $336K | Sell |
4,933
-413
| -8% | -$28.1K | 0.06% | 81 |
|
|
2018
Q3 | $455K | Sell |
5,346
-455
| -8% | -$38.7K | 0.07% | 83 |
|
|
2018
Q2 | $480K | Sell |
5,801
-55
| -0.9% | -$4.55K | 0.09% | 81 |
|
|
2018
Q1 | $437K | Sell |
5,856
-875
| -13% | -$65.3K | 0.08% | 79 |
|
|
2017
Q4 | $563K | Sell |
6,731
-450
| -6% | -$37.6K | 0.1% | 73 |
|
|
2017
Q3 | $589K | Buy |
7,181
+674
| +10% | +$55.3K | 0.11% | 73 |
|
|
2017
Q2 | $525K | Buy |
6,507
+507
| +8% | +$40.9K | 0.11% | 76 |
|
|
2017
Q1 | $492K | Sell |
6,000
-88
| -1% | -$7.22K | 0.1% | 79 |
|
|
2016
Q4 | $550K | Buy |
6,088
+156
| +3% | +$14.1K | 0.12% | 72 |
|
|
2016
Q3 | $518K | Sell |
5,932
-26
| -0.4% | -$2.27K | 0.12% | 69 |
|
|
2016
Q2 | $559K | Sell |
5,958
-702
| -11% | -$65.9K | 0.14% | 66 |
|
|
2016
Q1 | $557K | Buy |
6,660
+577
| +9% | +$48.3K | 0.14% | 67 |
|
|
2015
Q4 | $474K | Sell |
6,083
-36
| -0.6% | -$2.81K | 0.11% | 67 |
|
|
2015
Q3 | $455K | Buy |
6,119
+744
| +14% | +$55.3K | 0.11% | 65 |
|
|
2015
Q2 | $447K | Sell |
5,375
-2,692
| -33% | -$224K | 0.11% | 64 |
|
|
2015
Q1 | $686K | Sell |
8,067
-16,189
| -67% | -$1.38M | 0.16% | 63 |
|
|
2014
Q4 | $2.24M | Buy |
24,256
+258
| +1% | +$23.8K | 0.53% | 49 |
|
|
2014
Q3 | $2.26M | Sell |
23,998
-1,328
| -5% | -$125K | 0.51% | 50 |
|
|
2014
Q2 | $2.55M | Hold |
25,326
| – | – | 0.58% | 49 |
|
|
2014
Q1 | $2.47M | Hold |
25,326
| – | – | 0.67% | 44 |
|
|
2013
Q4 | $2.56M | Sell |
25,326
-5,760
| -19% | -$583K | 0.65% | 47 |
|
|
2013
Q3 | $2.68M | Sell |
31,086
-1,075
| -3% | -$92.5K | 0.74% | 45 |
|
|
2013
Q2 | $2.91M | Buy |
+32,161
| New | +$2.91M | 0.85% | 44 |
|