CIA
Cascade Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Hold |
2,931
| – | – | 0.2% | 99 |
|
|
2025
Q1 | $349K | Hold |
2,931
| – | – | 0.24% | 96 |
|
|
2024
Q4 | $315K | Hold |
2,931
| – | – | 0.2% | 98 |
|
|
2024
Q3 | $344K | Sell |
2,931
-15
| -0.5% | -$1.76K | 0.22% | 95 |
|
|
2024
Q2 | $339K | Hold |
2,946
| – | – | 0.23% | 97 |
|
|
2024
Q1 | $342K | Hold |
2,946
| – | – | 0.22% | 99 |
|
|
2023
Q4 | $295K | Buy |
2,946
+209
| +8% | +$20.9K | 0.21% | 98 |
|
|
2023
Q3 | $322K | Hold |
2,737
| – | – | 0.25% | 98 |
|
|
2023
Q2 | $294K | Buy |
2,737
+87
| +3% | +$9.33K | 0.22% | 104 |
|
|
2023
Q1 | $291K | Sell |
2,650
-75
| -3% | -$8.23K | 0.23% | 96 |
|
|
2022
Q4 | $301K | Hold |
2,725
| – | – | 0.25% | 101 |
|
|
2022
Q3 | $302K | Hold |
2,725
| – | – | 0.26% | 97 |
|
|
2022
Q2 | $233K | Hold |
2,725
| – | – | 0.18% | 107 |
|
|
2022
Q1 | $225K | Hold |
2,725
| – | – | 0.14% | 116 |
|
|
2021
Q4 | $167K | Hold |
2,725
| – | – | 0.1% | 120 |
|
|
2021
Q3 | $160K | Sell |
2,725
-70
| -3% | -$4.12K | 0.1% | 118 |
|
|
2021
Q2 | $176K | Sell |
2,795
-940
| -25% | -$59.3K | 0.11% | 113 |
|
|
2021
Q1 | $209K | Sell |
3,735
-5,110
| -58% | -$285K | 0.14% | 108 |
|
|
2020
Q4 | $365K | Sell |
8,845
-2,325
| -21% | -$95.8K | 0.27% | 98 |
|
|
2020
Q3 | $383K | Sell |
11,170
-1,315
| -11% | -$45.1K | 0.33% | 96 |
|
|
2020
Q2 | $558K | Buy |
12,485
+620
| +5% | +$27.7K | 0.53% | 80 |
|
|
2020
Q1 | $451K | Buy |
11,865
+760
| +7% | +$28.9K | 0.5% | 75 |
|
|
2019
Q4 | $775K | Sell |
11,105
-330
| -3% | -$23K | 0.59% | 76 |
|
|
2019
Q3 | $807K | Sell |
11,435
-4,890
| -30% | -$345K | 0.62% | 73 |
|
|
2019
Q2 | $1.25M | Buy |
16,325
+317
| +2% | +$24.3K | 1.06% | 36 |
|
|
2019
Q1 | $1.29M | Sell |
16,008
-130
| -0.8% | -$10.5K | 1.16% | 26 |
|
|
2018
Q4 | $1.1M | Buy |
16,138
+225
| +1% | +$15.3K | 1.11% | 34 |
|
|
2018
Q3 | $1.35M | Buy |
15,913
+125
| +0.8% | +$10.6K | 1.14% | 31 |
|
|
2018
Q2 | $1.31M | Sell |
15,788
-4,115
| -21% | -$340K | 1.17% | 27 |
|
|
2018
Q1 | $1.48M | Buy |
19,903
+385
| +2% | +$28.7K | 1.17% | 30 |
|
|
2017
Q4 | $1.63M | Buy |
19,518
+50
| +0.3% | +$4.18K | 1.29% | 19 |
|
|
2017
Q3 | $1.6M | Buy |
19,468
+200
| +1% | +$16.4K | 1.33% | 22 |
|
|
2017
Q2 | $1.56M | Buy |
19,268
+2,958
| +18% | +$239K | 1.32% | 23 |
|
|
2017
Q1 | $1.34M | Buy |
16,310
+1,200
| +8% | +$98.4K | 1.17% | 39 |
|
|
2016
Q4 | $1.36M | Buy |
+15,110
| New | +$1.36M | 1.16% | 41 |
|
|
2016
Q2 | $1.41M | Buy |
+15,064
| New | +$1.41M | 1.36% | 32 |
|