FCA
FLC Capital Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Buy |
41,444
+350
| +0.9% | +$37.7K | 0.92% | 27 |
|
|
2025
Q1 | $4.89M | Buy |
41,094
+530
| +1% | +$63K | 1.1% | 23 |
|
|
2024
Q4 | $4.36M | Sell |
40,564
-3,224
| -7% | -$347K | 1% | 26 |
|
|
2024
Q3 | $5.13M | Hold |
43,788
| – | – | 1.18% | 22 |
|
|
2024
Q2 | $5.04M | Buy |
43,788
+3,775
| +9% | +$435K | 1.24% | 21 |
|
|
2024
Q1 | $4.65M | Buy |
40,013
+2,406
| +6% | +$280K | 1.17% | 22 |
|
|
2023
Q4 | $3.76M | Buy |
37,607
+2,151
| +6% | +$215K | 1.01% | 24 |
|
|
2023
Q3 | $4.17M | Sell |
35,456
-305
| -0.9% | -$35.9K | 1.26% | 20 |
|
|
2023
Q2 | $3.84M | Buy |
35,761
+40
| +0.1% | +$4.29K | 1.12% | 21 |
|
|
2023
Q1 | $3.92M | Sell |
35,721
-336
| -0.9% | -$36.8K | 1.2% | 22 |
|
|
2022
Q4 | $3.98M | Buy |
36,057
+1,204
| +3% | +$133K | 1.24% | 22 |
|
|
2022
Q3 | $3.04M | Buy |
34,853
+2,220
| +7% | +$194K | 1.06% | 24 |
|
|
2022
Q2 | $2.8M | Sell |
32,633
-1,206
| -4% | -$103K | 0.93% | 31 |
|
|
2022
Q1 | $2.8M | Buy |
33,839
+5,160
| +18% | +$426K | 0.78% | 38 |
|
|
2021
Q4 | $1.76M | Buy |
28,679
+1,761
| +7% | +$108K | 0.49% | 55 |
|
|
2021
Q3 | $1.58M | Buy |
26,918
+10,225
| +61% | +$601K | 0.47% | 58 |
|
|
2021
Q2 | $1.05M | Buy |
16,693
+2,163
| +15% | +$136K | 0.31% | 77 |
|
|
2021
Q1 | $811K | Sell |
14,530
-2,506
| -15% | -$140K | 0.25% | 83 |
|
|
2020
Q4 | $702K | Buy |
17,036
+3,840
| +29% | +$158K | 0.23% | 79 |
|
|
2020
Q3 | $445K | Buy |
13,196
+2,375
| +22% | +$80.1K | 0.16% | 98 |
|
|
2020
Q2 | $480K | Sell |
10,821
-9,559
| -47% | -$424K | 0.19% | 84 |
|
|
2020
Q1 | $823K | Buy |
20,380
+9,847
| +93% | +$398K | 0.38% | 44 |
|
|
2019
Q4 | $735K | Sell |
10,533
-1,516
| -13% | -$106K | 0.29% | 45 |
|
|
2019
Q3 | $851K | Buy |
12,049
+1,650
| +16% | +$117K | 0.36% | 44 |
|
|
2019
Q2 | $795K | Sell |
10,399
-768
| -7% | -$58.7K | 0.33% | 44 |
|
|
2019
Q1 | $902K | Sell |
11,167
-786
| -7% | -$63.5K | 0.41% | 38 |
|
|
2018
Q4 | $815K | Buy |
+11,953
| New | +$815K | 0.55% | 31 |
|