EWA
Exencial Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Sell |
32,983
-1,368
| -4% | -$147K | 0.13% | 161 |
|
|
2025
Q1 | $4.09M | Sell |
34,351
-3,636
| -10% | -$432K | 0.15% | 148 |
|
|
2024
Q4 | $4.09M | Buy |
37,987
+2,564
| +7% | +$276K | 0.15% | 146 |
|
|
2024
Q3 | $4.15M | Sell |
35,423
-81
| -0.2% | -$9.5K | 0.15% | 150 |
|
|
2024
Q2 | $4.09M | Sell |
35,504
-2,723
| -7% | -$313K | 0.15% | 140 |
|
|
2024
Q1 | $4.44M | Sell |
38,227
-2,039
| -5% | -$237K | 0.17% | 134 |
|
|
2023
Q4 | $4.03M | Buy |
40,266
+2,898
| +8% | +$290K | 0.16% | 137 |
|
|
2023
Q3 | $4.39M | Sell |
37,368
-5,389
| -13% | -$634K | 0.21% | 119 |
|
|
2023
Q2 | $4.59M | Buy |
42,757
+6,356
| +17% | +$682K | 0.21% | 120 |
|
|
2023
Q1 | $3.99M | Sell |
36,401
-861
| -2% | -$94.4K | 0.21% | 123 |
|
|
2022
Q4 | $4.11M | Buy |
37,262
+2,642
| +8% | +$291K | 0.22% | 120 |
|
|
2022
Q3 | $3.02M | Sell |
34,620
-594
| -2% | -$51.9K | 0.18% | 133 |
|
|
2022
Q2 | $3.02M | Buy |
35,214
+12,611
| +56% | +$1.08M | 0.17% | 143 |
|
|
2022
Q1 | $1.87M | Sell |
22,603
-2,379
| -10% | -$197K | 0.09% | 188 |
|
|
2021
Q4 | $1.53M | Sell |
24,982
-10,833
| -30% | -$663K | 0.07% | 200 |
|
|
2021
Q3 | $2.11M | Buy |
35,815
+8,539
| +31% | +$502K | 0.09% | 149 |
|
|
2021
Q2 | $1.72M | Buy |
27,276
+2,627
| +11% | +$166K | 0.09% | 190 |
|
|
2021
Q1 | $1.38M | Sell |
24,649
-1,945
| -7% | -$109K | 0.08% | 195 |
|
|
2020
Q4 | $1.1M | Sell |
26,594
-3,940
| -13% | -$162K | 0.07% | 194 |
|
|
2020
Q3 | $1.05M | Buy |
30,534
+4,506
| +17% | +$155K | 0.06% | 195 |
|
|
2020
Q2 | $1.16M | Buy |
26,028
+4,757
| +22% | +$213K | 0.1% | 166 |
|
|
2020
Q1 | $808K | Sell |
21,271
-55,006
| -72% | -$2.09M | 0.14% | 119 |
|
|
2019
Q4 | $5.32M | Buy |
76,277
+163
| +0.2% | +$11.4K | 0.92% | 31 |
|
|
2019
Q3 | $5.37M | Buy |
76,114
+1,511
| +2% | +$107K | 1.16% | 20 |
|
|
2019
Q2 | $5.72M | Sell |
74,603
-1,721
| -2% | -$132K | 1.33% | 16 |
|
|
2019
Q1 | $6.17M | Sell |
76,324
-812
| -1% | -$65.6K | 1.46% | 12 |
|
|
2018
Q4 | $5.26M | Buy |
77,136
+3,945
| +5% | +$269K | 1.41% | 14 |
|
|
2018
Q3 | $6.22M | Buy |
73,191
+4,186
| +6% | +$356K | 1.45% | 13 |
|
|
2018
Q2 | $5.71M | Buy |
69,005
+307
| +0.4% | +$25.4K | 1.59% | 14 |
|
|
2018
Q1 | $5.13M | Buy |
68,698
+39,627
| +136% | +$2.96M | 1.52% | 13 |
|
|
2017
Q4 | $2.43M | Buy |
29,071
+3,195
| +12% | +$267K | 0.73% | 49 |
|
|
2017
Q3 | $2.12M | Sell |
25,876
-2,484
| -9% | -$204K | 0.7% | 49 |
|
|
2017
Q2 | $2.29M | Sell |
28,360
-705
| -2% | -$56.9K | 0.94% | 43 |
|
|
2017
Q1 | $2.34M | Sell |
29,065
-1,513
| -5% | -$122K | 1.01% | 38 |
|
|
2016
Q4 | $2.76M | Sell |
30,578
-814
| -3% | -$73.5K | 1.17% | 31 |
|
|
2016
Q3 | $2.62M | Sell |
31,392
-231
| -0.7% | -$19.3K | 1.16% | 30 |
|
|
2016
Q2 | $2.96M | Buy |
31,623
+7,021
| +29% | +$658K | 1.34% | 22 |
|
|
2016
Q1 | $2.06M | Buy |
24,602
+2,122
| +9% | +$177K | 0.97% | 45 |
|
|
2015
Q4 | $1.66M | Buy |
22,480
+268
| +1% | +$19.8K | 0.82% | 49 |
|
|
2015
Q3 | $1.65M | Sell |
22,212
-2,066
| -9% | -$154K | 0.81% | 48 |
|
|
2015
Q2 | $1.97M | Sell |
24,278
-212
| -0.9% | -$17.2K | 1.25% | 30 |
|
|
2015
Q1 | $2.15M | Sell |
24,490
-888
| -3% | -$77.9K | 0.9% | 45 |
|
|
2014
Q4 | $2.34M | Buy |
25,378
+2,900
| +13% | +$267K | 1.04% | 38 |
|
|
2014
Q3 | $2.11M | Buy |
22,478
+500
| +2% | +$47K | 0.93% | 41 |
|
|
2014
Q2 | $2.28M | Buy |
21,978
+371
| +2% | +$38.4K | 0.97% | 41 |
|
|
2014
Q1 | $2.16M | Sell |
21,607
-1,748
| -7% | -$175K | 0.9% | 40 |
|
|
2013
Q4 | $2.29M | Sell |
23,355
-691
| -3% | -$67.6K | 1.04% | 35 |
|
|
2013
Q3 | $2.21M | Sell |
24,046
-240
| -1% | -$22.1K | 1.04% | 36 |
|
|
2013
Q2 | $2.17M | Buy |
+24,286
| New | +$2.17M | 1.08% | 35 |
|