ECA
Elevated Capital Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Hold |
16,220
| – | – | 0.54% | 45 |
|
|
2025
Q1 | $1.93M | Sell |
16,220
-419
| -3% | -$49.8K | 0.54% | 45 |
|
|
2024
Q4 | $1.79M | Buy |
16,639
+3,678
| +28% | +$396K | 0.49% | 44 |
|
|
2024
Q3 | $1.52M | Sell |
12,961
-18,835
| -59% | -$2.21M | 0.4% | 55 |
|
|
2024
Q2 | $3.66M | Sell |
31,796
-9,292
| -23% | -$1.07M | 1.03% | 22 |
|
|
2024
Q1 | $4.78M | Buy |
41,088
+1,028
| +3% | +$119K | 1.37% | 19 |
|
|
2023
Q4 | $4.01M | Sell |
40,060
-409
| -1% | -$40.9K | 1.25% | 19 |
|
|
2023
Q3 | $4.76M | Sell |
40,469
-1,945
| -5% | -$229K | 1.62% | 12 |
|
|
2023
Q2 | $4.55M | Buy |
42,414
+380
| +0.9% | +$40.8K | 1.51% | 14 |
|
|
2023
Q1 | $4.61M | Sell |
42,034
-258
| -0.6% | -$28.3K | 1.65% | 12 |
|
|
2022
Q4 | $4.66M | Sell |
42,292
-536
| -1% | -$59.1K | 1.78% | 11 |
|
|
2022
Q3 | $3.74M | Buy |
+42,828
| New | +$3.74M | 1.47% | 20 |
|
|
2022
Q1 | $3.8M | Buy |
+46,025
| New | +$3.8M | 1.26% | 18 |
|
|
2021
Q3 | $2.61M | Buy |
+44,410
| New | +$2.61M | 0.9% | 26 |
|
|
2021
Q1 | $2.21M | Sell |
40,017
-2,080
| -5% | -$115K | 0.86% | 33 |
|
|
2020
Q4 | $1.74M | Sell |
42,097
-1,166
| -3% | -$48.1K | 0.75% | 38 |
|
|
2020
Q3 | $1.6M | Buy |
43,263
+1,247
| +3% | +$46K | 0.75% | 39 |
|
|
2020
Q2 | $1.65M | Buy |
+42,016
| New | +$1.65M | 0.77% | 33 |
|
|
2019
Q4 | $1.95M | Buy |
+27,894
| New | +$1.95M | 2.16% | 9 |
|
|
2019
Q1 | $1.51M | Buy |
+37,393
| New | +$1.51M | 1% | 31 |
|