CGA
Crescent Grove Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
11,745
-3,458
| -23% | -$373K | 0.12% | 100 |
|
|
2025
Q1 | $1.81M | Sell |
15,203
-431
| -3% | -$51.3K | 0.19% | 78 |
|
|
2024
Q4 | $1.68M | Buy |
15,634
+2,235
| +17% | +$240K | 0.17% | 84 |
|
|
2024
Q3 | $1.57M | Sell |
13,399
-2,185
| -14% | -$256K | 0.16% | 89 |
|
|
2024
Q2 | $1.79M | Buy |
15,584
+989
| +7% | +$114K | 0.2% | 77 |
|
|
2024
Q1 | $1.7M | Sell |
14,595
-1,962
| -12% | -$228K | 0.18% | 81 |
|
|
2023
Q4 | $1.66M | Buy |
16,557
+1,231
| +8% | +$123K | 0.18% | 79 |
|
|
2023
Q3 | $1.8M | Buy |
15,326
+561
| +4% | +$66K | 0.22% | 72 |
|
|
2023
Q2 | $1.58M | Sell |
14,765
-1,374
| -9% | -$147K | 0.17% | 79 |
|
|
2023
Q1 | $1.77M | Sell |
16,139
-1,080
| -6% | -$118K | 0.21% | 70 |
|
|
2022
Q4 | $1.9M | Buy |
17,219
+154
| +0.9% | +$17K | 0.2% | 72 |
|
|
2022
Q3 | $1.49M | Buy |
17,065
+1,753
| +11% | +$153K | 0.17% | 70 |
|
|
2022
Q2 | $1.31M | Sell |
15,312
-2,289
| -13% | -$196K | 0.14% | 79 |
|
|
2022
Q1 | $1.45M | Sell |
17,601
-3,330
| -16% | -$275K | 0.14% | 82 |
|
|
2021
Q4 | $1.28M | Buy |
20,931
+7,022
| +50% | +$430K | 0.12% | 94 |
|
|
2021
Q3 | $818K | Buy |
13,909
+2,925
| +27% | +$172K | 0.09% | 119 |
|
|
2021
Q2 | $693K | Sell |
10,984
-3,107
| -22% | -$196K | 0.07% | 129 |
|
|
2021
Q1 | $787K | Buy |
14,091
+23
| +0.2% | +$1.29K | 0.09% | 107 |
|
|
2020
Q4 | $580K | Buy |
14,068
+1,332
| +10% | +$54.9K | 0.08% | 103 |
|
|
2020
Q3 | $437K | Buy |
12,736
+2,417
| +23% | +$82.9K | 0.09% | 110 |
|
|
2020
Q2 | $461K | Buy |
10,319
+4,943
| +92% | +$221K | 0.1% | 92 |
|
|
2020
Q1 | $204K | Buy |
5,376
+739
| +16% | +$28K | 0.05% | 127 |
|
|
2019
Q4 | $324K | Buy |
4,637
+93
| +2% | +$6.5K | 0.06% | 125 |
|
|
2019
Q3 | $321K | Buy |
4,544
+10
| +0.2% | +$706 | 0.06% | 115 |
|
|
2019
Q2 | $347K | Sell |
4,534
-830
| -15% | -$63.5K | 0.07% | 107 |
|
|
2019
Q1 | $433K | Sell |
5,364
-579
| -10% | -$46.7K | 0.09% | 96 |
|
|
2018
Q4 | $405K | Sell |
5,943
-2,491
| -30% | -$170K | 0.09% | 106 |
|
|
2018
Q3 | $717K | Buy |
8,434
+8
| +0.1% | +$680 | 0.15% | 69 |
|
|
2018
Q2 | $697K | Buy |
8,426
+2
| +0% | +$165 | 0.17% | 66 |
|
|
2018
Q1 | $629K | Sell |
8,424
-484
| -5% | -$36.1K | 0.15% | 69 |
|
|
2017
Q4 | $745K | Buy |
8,908
+1
| +0% | +$84 | 0.19% | 64 |
|
|
2017
Q3 | $730K | Buy |
8,907
+1,320
| +17% | +$108K | 0.19% | 64 |
|
|
2017
Q2 | $613K | Buy |
+7,587
| New | +$613K | 0.18% | 67 |
|