CIA
Compass Ion Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
16,790
+734
| +5% | +$79.1K | 0.2% | 58 |
|
|
2025
Q1 | $1.91M | Sell |
16,056
-372
| -2% | -$44.2K | 0.22% | 57 |
|
|
2024
Q4 | $1.77M | Buy |
16,428
+108
| +0.7% | +$11.6K | 0.21% | 62 |
|
|
2024
Q3 | $1.91M | Buy |
16,320
+2,499
| +18% | +$293K | 0.23% | 61 |
|
|
2024
Q2 | $1.61M | Buy |
13,821
+295
| +2% | +$34.3K | 0.23% | 59 |
|
|
2024
Q1 | $1.57M | Sell |
13,526
-276
| -2% | -$32.1K | 0.23% | 61 |
|
|
2023
Q4 | $1.38M | Buy |
13,802
+176
| +1% | +$17.6K | 0.21% | 70 |
|
|
2023
Q3 | $1.6M | Buy |
13,626
+11,414
| +516% | +$1.34M | 0.27% | 55 |
|
|
2023
Q2 | $237K | Sell |
2,212
-248
| -10% | -$26.6K | 0.06% | 71 |
|
|
2023
Q1 | $270K | Buy |
2,460
+48
| +2% | +$5.26K | 0.07% | 58 |
|
|
2022
Q4 | $266K | Sell |
2,412
-95
| -4% | -$10.5K | 0.07% | 56 |
|
|
2022
Q3 | $219K | Buy |
2,507
+23
| +0.9% | +$2.01K | 0.06% | 68 |
|
|
2022
Q2 | $213K | Sell |
2,484
-86
| -3% | -$7.37K | 0.06% | 72 |
|
|
2022
Q1 | $212K | Buy |
+2,570
| New | +$212K | 0.07% | 86 |
|
|
2021
Q2 | – | Sell |
-4,716
| Closed | -$263K | – | 100 |
|
|
2021
Q1 | $263K | Buy |
+4,716
| New | +$263K | 0.11% | 71 |
|
|
2020
Q4 | – | Sell |
-13,398
| Closed | -$460K | – | 94 |
|
|
2020
Q3 | $460K | Buy |
13,398
+8,850
| +195% | +$304K | 0.29% | 38 |
|
|
2020
Q2 | $203K | Buy |
+4,548
| New | +$203K | 0.18% | 52 |
|
|
2020
Q1 | – | Sell |
-4,378
| Closed | -$305K | – | 66 |
|
|
2019
Q4 | $305K | Buy |
+4,378
| New | +$305K | 0.16% | 40 |
|