EWA
Encompass Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Buy |
3,853
+15
| +0.4% | +$1.62K | 0.15% | 71 |
|
|
2025
Q1 | $456K | Buy |
3,838
+188
| +5% | +$22.4K | 0.19% | 66 |
|
|
2024
Q4 | $393K | Sell |
3,650
-2,247
| -38% | -$242K | 0.16% | 71 |
|
|
2024
Q3 | $691K | Hold |
5,897
| – | – | 0.17% | 116 |
|
|
2024
Q2 | $679K | Hold |
5,897
| – | – | 0.18% | 108 |
|
|
2024
Q1 | $685K | Sell |
5,897
-22
| -0.4% | -$2.56K | 0.18% | 117 |
|
|
2023
Q4 | $592K | Sell |
5,919
-2
| -0% | -$200 | 0.18% | 108 |
|
|
2023
Q3 | $696K | Sell |
5,921
-1
| -0% | -$118 | 0.23% | 84 |
|
|
2023
Q2 | $635K | Sell |
5,922
-9
| -0.2% | -$965 | 0.21% | 91 |
|
|
2023
Q1 | $650K | Buy |
5,931
+1,200
| +25% | +$132K | 0.22% | 85 |
|
|
2022
Q4 | $522K | Sell |
4,731
-242
| -5% | -$26.7K | 0.19% | 96 |
|
|
2022
Q3 | $434K | Sell |
4,973
-51
| -1% | -$4.45K | 0.17% | 119 |
|
|
2022
Q2 | $430K | Sell |
5,024
-181
| -3% | -$15.5K | 0.15% | 120 |
|
|
2022
Q1 | $430K | Sell |
5,205
-28
| -0.5% | -$2.31K | 0.11% | 144 |
|
|
2021
Q4 | $320K | Hold |
5,233
| – | – | 0.08% | 180 |
|
|
2021
Q3 | $307K | Sell |
5,233
-2,070
| -28% | -$121K | 0.08% | 175 |
|
|
2021
Q2 | $460K | Buy |
7,303
+170
| +2% | +$10.7K | 0.11% | 143 |
|
|
2021
Q1 | $422K | Buy |
7,133
+446
| +7% | +$26.4K | 0.11% | 148 |
|
|
2020
Q4 | $276K | Buy |
+6,687
| New | +$276K | 0.16% | 88 |
|