CPIA
Cornell Pochily Investment Advisors’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.54M | Buy |
51,435
+818
| +2% | +$88.2K | 1.81% | 9 |
|
2025
Q1 | $6.02M | Buy |
50,617
+2,343
| +5% | +$279K | 2.12% | 9 |
|
2024
Q4 | $5.19M | Sell |
48,274
-1,735
| -3% | -$187K | 1.81% | 10 |
|
2024
Q3 | $5.86M | Buy |
50,009
+877
| +2% | +$103K | 2.04% | 8 |
|
2024
Q2 | $5.66M | Buy |
49,132
+1,720
| +4% | +$198K | 2.15% | 7 |
|
2024
Q1 | $5.51M | Buy |
47,412
+654
| +1% | +$76K | 2.19% | 8 |
|
2023
Q4 | $4.67M | Sell |
46,758
-1,783
| -4% | -$178K | 1.94% | 8 |
|
2023
Q3 | $5.71M | Sell |
48,541
-546
| -1% | -$64.2K | 2.49% | 8 |
|
2023
Q2 | $5.26M | Sell |
49,087
-3
| -0% | -$322 | 2.17% | 8 |
|
2023
Q1 | $5.38M | Buy |
49,090
+864
| +2% | +$94.7K | 2.31% | 8 |
|
2022
Q4 | $5.32M | Sell |
48,226
-1,558
| -3% | -$172K | 2.38% | 7 |
|
2022
Q3 | $4.35M | Buy |
49,784
+210
| +0.4% | +$18.3K | 1.9% | 9 |
|
2022
Q2 | $4.25M | Buy |
49,574
+2,156
| +5% | +$185K | 1.89% | 10 |
|
2022
Q1 | $3.92M | Buy |
47,418
+3,039
| +7% | +$251K | 1.52% | 14 |
|
2021
Q4 | $2.72M | Buy |
44,379
+2,424
| +6% | +$148K | 1.06% | 25 |
|
2021
Q3 | $2.47M | Buy |
41,955
+4,558
| +12% | +$268K | 1.07% | 26 |
|
2021
Q2 | $2.36M | Buy |
37,397
+6,080
| +19% | +$384K | 1.04% | 29 |
|
2021
Q1 | $1.75M | Buy |
31,317
+637
| +2% | +$35.6K | 0.84% | 37 |
|
2020
Q4 | $1.27M | Buy |
30,680
+366
| +1% | +$15.1K | 0.61% | 45 |
|
2020
Q3 | $1.04M | Sell |
30,314
-4,887
| -14% | -$168K | 0.6% | 43 |
|
2020
Q2 | $1.57M | Sell |
35,201
-3,420
| -9% | -$153K | 0.98% | 28 |
|
2020
Q1 | $1.47M | Sell |
38,621
-3,962
| -9% | -$150K | 1.09% | 25 |
|
2019
Q4 | $2.97M | Sell |
42,583
-2,584
| -6% | -$180K | 1.77% | 14 |
|
2019
Q3 | $3.19M | Sell |
45,167
-10,819
| -19% | -$764K | 2.04% | 11 |
|
2019
Q2 | $4.29K | Buy |
55,986
+9,867
| +21% | +$756 | 1.08% | 10 |
|
2019
Q1 | $3.73M | Sell |
46,119
-10,389
| -18% | -$839K | 2.54% | 6 |
|
2018
Q4 | $3.85M | Buy |
56,508
+13,413
| +31% | +$915K | 2.49% | 8 |
|
2018
Q3 | $3.66M | Sell |
43,095
-5,355
| -11% | -$455K | 2.48% | 7 |
|
2018
Q2 | $4.02M | Sell |
48,450
-1,607
| -3% | -$133K | 2.78% | 5 |
|
2018
Q1 | $3.73M | Sell |
50,057
-3,182
| -6% | -$237K | 2.65% | 8 |
|
2017
Q4 | $4.45M | Buy |
+53,239
| New | +$4.45M | 2.87% | 6 |
|