CFS
CRA Financial Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
35,288
+540
| +2% | +$58.2K | 0.58% | 38 |
|
|
2025
Q1 | $4.13M | Buy |
34,748
+831
| +2% | +$98.8K | 0.71% | 31 |
|
|
2024
Q4 | $3.65M | Buy |
33,917
+581
| +2% | +$62.5K | 0.63% | 33 |
|
|
2024
Q3 | $3.91M | Sell |
33,336
-844
| -2% | -$98.9K | 0.72% | 30 |
|
|
2024
Q2 | $3.93M | Buy |
34,180
+448
| +1% | +$51.6K | 0.79% | 26 |
|
|
2024
Q1 | $3.92M | Buy |
33,732
+68
| +0.2% | +$7.9K | 0.85% | 25 |
|
|
2023
Q4 | $3.37M | Sell |
33,664
-2,514
| -7% | -$251K | 0.82% | 25 |
|
|
2023
Q3 | $4.25M | Buy |
36,178
+791
| +2% | +$93K | 1.17% | 17 |
|
|
2023
Q2 | $3.8M | Buy |
35,387
+619
| +2% | +$66.4K | 1.03% | 21 |
|
|
2023
Q1 | $3.81M | Buy |
34,768
+8,920
| +35% | +$978K | 1.13% | 18 |
|
|
2022
Q4 | $2.85M | Sell |
25,848
-43
| -0.2% | -$4.74K | 0.93% | 20 |
|
|
2022
Q3 | $2.26M | Sell |
25,891
-1,332
| -5% | -$116K | 0.81% | 23 |
|
|
2022
Q2 | $2.33M | Buy |
27,223
+1,726
| +7% | +$148K | 0.8% | 23 |
|
|
2022
Q1 | $2.11M | Buy |
25,497
+209
| +0.8% | +$17.3K | 0.63% | 30 |
|
|
2021
Q4 | $1.55M | Buy |
25,288
+2,013
| +9% | +$123K | 0.46% | 38 |
|
|
2021
Q3 | $1.37M | Buy |
23,275
+41
| +0.2% | +$2.41K | 0.46% | 37 |
|
|
2021
Q2 | $1.47M | Buy |
23,234
+66
| +0.3% | +$4.16K | 0.51% | 36 |
|
|
2021
Q1 | $1.29M | Sell |
23,168
-181
| -0.8% | -$10.1K | 0.5% | 38 |
|
|
2020
Q4 | $962K | Sell |
23,349
-6,357
| -21% | -$262K | 0.4% | 44 |
|
|
2020
Q3 | $1.02M | Sell |
29,706
-3,529
| -11% | -$121K | 0.49% | 37 |
|
|
2020
Q2 | $1.49M | Sell |
33,235
-351
| -1% | -$15.7K | 0.78% | 29 |
|
|
2020
Q1 | $1.28M | Buy |
33,586
+12,086
| +56% | +$459K | 0.82% | 29 |
|
|
2019
Q4 | $1.5M | Sell |
21,500
-3,444
| -14% | -$240K | 0.82% | 32 |
|
|
2019
Q3 | $1.76M | Buy |
24,944
+1,160
| +5% | +$81.9K | 1.07% | 22 |
|
|
2019
Q2 | $1.82M | Buy |
23,784
+706
| +3% | +$54.1K | 1.1% | 23 |
|
|
2019
Q1 | $1.87M | Sell |
23,078
-806
| -3% | -$65.1K | 1.22% | 20 |
|
|
2018
Q4 | $1.63M | Buy |
+23,884
| New | +$1.63M | 1.18% | 21 |
|