CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Buy |
34,996
+4,540
| +15% | +$489K | 0.06% | 97 |
|
|
2025
Q1 | $3.62M | Sell |
30,456
-551
| -2% | -$65.5K | 0.07% | 94 |
|
|
2024
Q4 | $3.34M | Buy |
31,007
+5,542
| +22% | +$596K | 0.06% | 81 |
|
|
2024
Q3 | $2.98M | Buy |
25,465
+2,794
| +12% | +$328K | 0.07% | 87 |
|
|
2024
Q2 | $2.61M | Sell |
22,671
-160
| -0.7% | -$18.4K | 0.06% | 93 |
|
|
2024
Q1 | $2.65M | Buy |
22,831
+1,303
| +6% | +$151K | 0.06% | 88 |
|
|
2023
Q4 | $2.15M | Buy |
21,528
+263
| +1% | +$26.3K | 0.05% | 99 |
|
|
2023
Q3 | $2.5M | Buy |
21,265
+81
| +0.4% | +$9.52K | 0.07% | 82 |
|
|
2023
Q2 | $2.27M | Sell |
21,184
-4,830
| -19% | -$518K | 0.06% | 92 |
|
|
2023
Q1 | $2.85M | Sell |
26,014
-1,173
| -4% | -$129K | 0.08% | 80 |
|
|
2022
Q4 | $3M | Buy |
27,187
+203
| +0.8% | +$22.4K | 0.11% | 81 |
|
|
2022
Q3 | $2.36M | Buy |
26,984
+47
| +0.2% | +$4.1K | 0.29% | 38 |
|
|
2022
Q2 | $2.31M | Buy |
26,937
+11,193
| +71% | +$959K | 0.1% | 88 |
|
|
2022
Q1 | $1.3M | Buy |
15,744
+4,208
| +36% | +$347K | 0.05% | 127 |
|
|
2021
Q4 | $706K | Buy |
11,536
+430
| +4% | +$26.3K | 0.03% | 146 |
|
|
2021
Q3 | $653K | Sell |
11,106
-1,207
| -10% | -$71K | 0.03% | 191 |
|
|
2021
Q2 | $777K | Buy |
12,313
+1,636
| +15% | +$103K | 0.03% | 176 |
|
|
2021
Q1 | $596K | Sell |
10,677
-1,618
| -13% | -$90.3K | 0.03% | 145 |
|
|
2020
Q4 | $507K | Sell |
12,295
-204
| -2% | -$8.41K | 0.02% | 144 |
|
|
2020
Q3 | $429K | Sell |
12,499
-4,110
| -25% | -$141K | 0.02% | 142 |
|
|
2020
Q2 | $743K | Buy |
+16,609
| New | +$743K | 0.05% | 121 |
|
|
2019
Q4 | $1.16M | Sell |
16,626
-538
| -3% | -$37.5K | 0.09% | 98 |
|
|
2019
Q3 | $1.21M | Buy |
+17,164
| New | +$1.21M | 0.11% | 90 |
|
|
2019
Q1 | – | Sell |
-17,059
| Closed | -$1.16M | – | 142 |
|
|
2018
Q4 | $1.16M | Sell |
17,059
-601
| -3% | -$41K | 0.12% | 96 |
|
|
2018
Q3 | $1.5M | Sell |
17,660
-203
| -1% | -$17.3K | 0.14% | 71 |
|
|
2018
Q2 | $1.48M | Buy |
17,863
+1,657
| +10% | +$137K | 0.14% | 73 |
|
|
2018
Q1 | $1.21M | Buy |
16,206
+456
| +3% | +$34K | 0.12% | 80 |
|
|
2017
Q4 | $1.32M | Sell |
15,750
-9,125
| -37% | -$763K | 0.14% | 69 |
|
|
2017
Q3 | $2.04M | Buy |
24,875
+1,167
| +5% | +$95.7K | 0.22% | 59 |
|
|
2017
Q2 | $1.91M | Buy |
23,708
+359
| +2% | +$29K | 0.21% | 60 |
|
|
2017
Q1 | $1.92M | Buy |
23,349
+425
| +2% | +$34.9K | 0.21% | 59 |
|
|
2016
Q4 | $2.07M | Buy |
22,924
+2,607
| +13% | +$235K | 0.24% | 56 |
|
|
2016
Q3 | $1.77M | Buy |
20,317
+5,836
| +40% | +$509K | 0.22% | 61 |
|
|
2016
Q2 | $1.36M | Sell |
14,481
-2,522
| -15% | -$236K | 0.2% | 66 |
|
|
2016
Q1 | $1.42M | Buy |
17,003
+932
| +6% | +$77.9K | 0.22% | 63 |
|
|
2015
Q4 | $1.25M | Sell |
16,071
-543
| -3% | -$42.3K | 0.21% | 66 |
|
|
2015
Q3 | $1.24M | Buy |
16,614
+3,506
| +27% | +$261K | 0.23% | 66 |
|
|
2015
Q2 | $1.09M | Sell |
13,108
-700
| -5% | -$58.3K | 0.22% | 62 |
|
|
2015
Q1 | $1.17M | Buy |
13,808
+144
| +1% | +$12.2K | 0.26% | 55 |
|
|
2014
Q4 | $1.26M | Buy |
13,664
+3,436
| +34% | +$318K | 0.27% | 47 |
|
|
2014
Q3 | $962K | Sell |
10,228
-279
| -3% | -$26.2K | 0.21% | 55 |
|
|
2014
Q2 | $1.06M | Sell |
10,507
-170
| -2% | -$17.1K | 0.21% | 57 |
|
|
2014
Q1 | $1.04M | Sell |
10,677
-2,009
| -16% | -$196K | 0.23% | 57 |
|
|
2013
Q4 | $1.28M | Buy |
+12,686
| New | +$1.28M | 0.32% | 52 |
|