CWA
CM Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Sell |
6,086
-3,052
| -33% | -$329K | 0.19% | 44 |
|
|
2025
Q1 | $1.09M | Hold |
9,138
| – | – | 0.35% | 28 |
|
|
2024
Q4 | $983K | Hold |
9,138
| – | – | 0.32% | 27 |
|
|
2024
Q3 | $1.07M | Hold |
9,138
| – | – | 0.35% | 25 |
|
|
2024
Q2 | $1.05M | Hold |
9,138
| – | – | 0.5% | 18 |
|
|
2024
Q1 | $1.06M | Buy |
9,138
+2,867
| +46% | +$333K | 0.3% | 36 |
|
|
2023
Q4 | $627K | Hold |
6,271
| – | – | 0.27% | 33 |
|
|
2023
Q3 | $660K | Sell |
6,271
-886
| -12% | -$93.2K | 0.25% | 30 |
|
|
2023
Q2 | $745K | Buy |
7,157
+522
| +8% | +$54.4K | 0.24% | 40 |
|
|
2023
Q1 | $766K | Sell |
6,635
-12
| -0.2% | -$1.39K | 0.15% | 200 |
|
|
2022
Q4 | $733K | Hold |
6,647
| – | – | 0.37% | 26 |
|
|
2022
Q3 | $580M | Hold |
6,647
| – | – | 0.32% | 34 |
|
|
2022
Q2 | $569K | Buy |
+6,647
| New | +$569K | 0.35% | 34 |
|