CCIA
Cherry Creek Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,730
| Closed | -$206K | – | 124 |
|
|
2025
Q1 | $206K | Buy |
+1,730
| New | +$206K | 0.11% | 101 |
|
|
2024
Q1 | – | Sell |
-2,177
| Closed | -$218K | – | 110 |
|
|
2023
Q4 | $218K | Buy |
2,177
+292
| +15% | +$29.2K | 0.13% | 92 |
|
|
2023
Q3 | $222K | Buy |
1,885
+7
| +0.4% | +$823 | 0.15% | 78 |
|
|
2023
Q2 | $201K | Buy |
1,878
+7
| +0.4% | +$751 | 0.14% | 90 |
|
|
2023
Q1 | $205K | Buy |
1,871
+8
| +0.4% | +$877 | 0.15% | 88 |
|
|
2022
Q4 | $206K | Buy |
+1,863
| New | +$206K | 0.16% | 84 |
|