MYIA
Mount Yale Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72M | Buy |
53,072
+806
| +2% | +$86.9K | 0.45% | 34 |
|
|
2025
Q1 | $6.22M | Sell |
52,266
-1,794
| -3% | -$213K | 0.53% | 25 |
|
|
2024
Q4 | $5.82M | Sell |
54,060
-39
| -0.1% | -$4.2K | 0.47% | 27 |
|
|
2024
Q3 | $6.34M | Sell |
54,099
-268
| -0.5% | -$31.4K | 0.61% | 24 |
|
|
2024
Q2 | $6.26M | Buy |
54,367
+395
| +0.7% | +$45.5K | 0.5% | 29 |
|
|
2024
Q1 | $6.27M | Buy |
53,972
+1,641
| +3% | +$191K | 0.48% | 36 |
|
|
2023
Q4 | $5.23M | Sell |
52,331
-2,286
| -4% | -$229K | 0.5% | 38 |
|
|
2023
Q3 | $6.42M | Buy |
54,617
+166
| +0.3% | +$19.5K | 0.7% | 17 |
|
|
2023
Q2 | $5.84M | Buy |
54,451
+24
| +0% | +$2.57K | 0.62% | 31 |
|
|
2023
Q1 | $5.97M | Sell |
54,427
-10
| -0% | -$1.1K | 0.67% | 29 |
|
|
2022
Q4 | $6M | Buy |
54,437
+16,653
| +44% | +$1.84M | 0.68% | 36 |
|
|
2022
Q3 | $3.3M | Sell |
37,784
-222
| -0.6% | -$19.4K | 0.44% | 54 |
|
|
2022
Q2 | $3.26M | Buy |
38,006
+978
| +3% | +$83.8K | 0.41% | 58 |
|
|
2022
Q1 | $3.06M | Sell |
37,028
-391
| -1% | -$32.3K | 0.33% | 68 |
|
|
2021
Q4 | $2.29M | Buy |
37,419
+652
| +2% | +$39.9K | 0.24% | 101 |
|
|
2021
Q3 | $2.16M | Sell |
36,767
-117,591
| -76% | -$6.92M | 0.25% | 96 |
|
|
2021
Q2 | $9.74M | Buy |
154,358
+120,098
| +351% | +$7.58M | 1.18% | 8 |
|
|
2021
Q1 | $1.91M | Sell |
34,260
-9,660
| -22% | -$539K | 0.25% | 89 |
|
|
2020
Q4 | $1.81M | Sell |
43,920
-942
| -2% | -$38.8K | 0.25% | 90 |
|
|
2020
Q3 | $1.54M | Buy |
44,862
+27,261
| +155% | +$936K | 0.22% | 99 |
|
|
2020
Q2 | $787K | Sell |
17,601
-3,873
| -18% | -$173K | 0.14% | 156 |
|
|
2020
Q1 | $815K | Buy |
21,474
+152
| +0.7% | +$5.77K | 0.18% | 123 |
|
|
2019
Q4 | $1.33M | Buy |
21,322
+1,951
| +10% | +$121K | 0.23% | 103 |
|
|
2019
Q3 | $1.34M | Buy |
19,371
+592
| +3% | +$41.1K | 0.24% | 99 |
|
|
2019
Q2 | $1.32M | Buy |
18,779
+336
| +2% | +$23.7K | 0.24% | 95 |
|
|
2019
Q1 | $1.49M | Sell |
18,443
-1,636
| -8% | -$132K | 0.28% | 88 |
|
|
2018
Q4 | $1.49M | Buy |
20,079
+280
| +1% | +$20.8K | 0.3% | 85 |
|
|
2018
Q3 | $1.64M | Sell |
19,799
-7,997
| -29% | -$664K | 0.29% | 80 |
|
|
2018
Q2 | $2.3M | Buy |
27,796
+3,574
| +15% | +$296K | 0.44% | 55 |
|
|
2018
Q1 | $1.81M | Buy |
+24,222
| New | +$1.81M | 0.39% | 67 |
|