CWA
Clarus Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
1,910
+5
| +0.3% | +$571 | 0.1% | 84 |
|
|
2025
Q1 | $202K | Sell |
1,905
-52
| -3% | -$5.5K | 0.11% | 86 |
|
|
2024
Q4 | $214K | Buy |
1,957
+39
| +2% | +$4.26K | 0.11% | 115 |
|
|
2024
Q3 | $240K | Sell |
1,918
-333
| -15% | -$41.8K | 0.12% | 111 |
|
|
2024
Q2 | $252K | Buy |
2,251
+66
| +3% | +$7.39K | 0.13% | 108 |
|
|
2024
Q1 | $267K | Buy |
2,185
+4
| +0.2% | +$489 | 0.15% | 103 |
|
|
2023
Q4 | $211K | Buy |
+2,181
| New | +$211K | 0.12% | 113 |
|
|
2023
Q2 | $454K | Buy |
4,400
+124
| +3% | +$12.8K | 0.28% | 79 |
|
|
2023
Q1 | $492K | Sell |
4,276
-151
| -3% | -$17.4K | 0.31% | 68 |
|
|
2022
Q4 | $487K | Sell |
4,427
-153
| -3% | -$16.8K | 0.32% | 64 |
|
|
2022
Q3 | $453K | Buy |
4,580
+729
| +19% | +$72.1K | 0.32% | 59 |
|
|
2022
Q2 | $330K | Buy |
+3,851
| New | +$330K | 0.23% | 77 |
|
|
2020
Q2 | – | Sell |
-11,772
| Closed | -$462K | – | 148 |
|
|
2020
Q1 | $462K | Sell |
11,772
-659
| -5% | -$25.9K | 0.46% | 65 |
|
|
2019
Q4 | $867K | Sell |
12,431
-505
| -4% | -$35.2K | 0.57% | 41 |
|
|
2019
Q3 | $913K | Buy |
12,936
+4,411
| +52% | +$311K | 0.67% | 30 |
|
|
2019
Q2 | $653K | Buy |
8,525
+2,785
| +49% | +$213K | 0.47% | 31 |
|
|
2019
Q1 | $464K | Buy |
5,740
+414
| +8% | +$33.5K | 0.35% | 40 |
|
|
2018
Q4 | $363K | Sell |
5,326
-1,488
| -22% | -$101K | 0.57% | 29 |
|
|
2018
Q3 | $579K | Buy |
6,814
+1,051
| +18% | +$89.3K | 0.38% | 30 |
|
|
2018
Q2 | $430K | Hold |
5,763
| – | – | 0.33% | 32 |
|
|
2018
Q1 | $430K | Buy |
5,763
+280
| +5% | +$20.9K | 0.4% | 32 |
|
|
2017
Q4 | $459K | Buy |
+5,483
| New | +$459K | 0.44% | 31 |
|