FCA
Fortis Capital Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
16,089
-342
| -2% | -$36.9K | 0.31% | 50 |
|
|
2025
Q1 | $1.95M | Buy |
16,431
+14,641
| +818% | +$1.74M | 0.4% | 36 |
|
|
2024
Q4 | $211K | Sell |
1,790
-298
| -14% | -$35.1K | 0.07% | 170 |
|
|
2024
Q3 | $245K | Buy |
+2,088
| New | +$245K | 0.08% | 153 |
|
|
2023
Q2 | – | Sell |
-281
| Closed | -$30.8K | – | 632 |
|
|
2023
Q1 | $30.8K | Sell |
281
-1,147
| -80% | -$126K | 0.02% | 351 |
|
|
2022
Q4 | $158K | Buy |
+1,428
| New | +$158K | 0.09% | 136 |
|