LA
Latitude Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
13,258
+15
| +0.1% | +$1.62K | 0.72% | 30 |
|
|
2025
Q1 | $1.57M | Sell |
13,243
-77
| -0.6% | -$9.16K | 0.92% | 21 |
|
|
2024
Q4 | $1.43M | Sell |
13,320
-58
| -0.4% | -$6.24K | 0.81% | 29 |
|
|
2024
Q3 | $1.57M | Buy |
13,378
+88
| +0.7% | +$10.3K | 0.89% | 23 |
|
|
2024
Q2 | $1.53M | Sell |
13,290
-265
| -2% | -$30.5K | 0.93% | 20 |
|
|
2024
Q1 | $1.58M | Sell |
13,555
-77
| -0.6% | -$8.95K | 0.99% | 20 |
|
|
2023
Q4 | $1.36M | Sell |
13,632
-43
| -0.3% | -$4.3K | 0.96% | 22 |
|
|
2023
Q3 | $1.61M | Sell |
13,675
-138
| -1% | -$16.2K | 1.15% | 17 |
|
|
2023
Q2 | $1.48M | Sell |
13,813
-840
| -6% | -$90.1K | 1.03% | 23 |
|
|
2023
Q1 | $1.61M | Sell |
14,653
-106
| -0.7% | -$11.6K | 1.16% | 19 |
|
|
2022
Q4 | $1.63M | Sell |
14,759
-859
| -6% | -$94.7K | 1.22% | 16 |
|
|
2022
Q3 | $1.36M | Buy |
15,618
+535
| +4% | +$46.7K | 1.13% | 21 |
|
|
2022
Q2 | $1.29M | Sell |
15,083
-29,395
| -66% | -$2.52M | 1.19% | 19 |
|
|
2022
Q1 | $3.67M | Buy |
44,478
+15,720
| +55% | +$1.3M | 0.83% | 21 |
|
|
2021
Q4 | $1.76M | Buy |
28,758
+4,068
| +16% | +$249K | 0.49% | 33 |
|
|
2021
Q3 | $1.45M | Buy |
24,690
+11,856
| +92% | +$697K | 0.46% | 35 |
|
|
2021
Q2 | $810K | Hold |
12,834
| – | – | 0.6% | 32 |
|
|
2021
Q1 | $716K | Sell |
12,834
-1,177
| -8% | -$65.7K | 0.59% | 37 |
|
|
2020
Q4 | $578K | Buy |
+14,011
| New | +$578K | 0.51% | 50 |
|