CPWA
Cerro Pacific Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
18,467
+13
| +0.1% | +$1.4K | 0.55% | 48 |
|
|
2025
Q1 | $1.99M | Buy |
18,454
+746
| +4% | +$80.2K | 0.65% | 44 |
|
|
2024
Q4 | $2.08M | Sell |
17,708
-80
| -0.4% | -$9.38K | 0.69% | 43 |
|
|
2024
Q3 | $2.05M | Hold |
17,788
| – | – | 0.77% | 41 |
|
|
2024
Q2 | $2.05M | Buy |
+17,788
| New | +$2.05M | 0.78% | 41 |
|
|
2023
Q1 | $1.98M | Sell |
18,076
-22
| -0.1% | -$2.41K | 1.1% | 20 |
|
|
2022
Q4 | $2M | Buy |
18,098
+122
| +0.7% | +$13.5K | 1.06% | 21 |
|
|
2022
Q3 | $1.57M | Buy |
17,976
+8,732
| +94% | +$762K | 0.95% | 25 |
|
|
2022
Q2 | $792K | Buy |
9,244
+241
| +3% | +$20.6K | 0.5% | 50 |
|
|
2022
Q1 | $744K | Sell |
9,003
-134
| -1% | -$11.1K | 0.46% | 69 |
|
|
2021
Q4 | $559K | Buy |
9,137
+7
| +0.1% | +$428 | 0.35% | 82 |
|
|
2021
Q3 | $537K | Sell |
9,130
-231
| -2% | -$13.6K | 0.39% | 86 |
|
|
2021
Q2 | $590K | Buy |
+9,361
| New | +$590K | 0.44% | 71 |
|
|
2020
Q4 | $653K | Buy |
+15,843
| New | +$653K | 0.39% | 69 |
|