MCIA
Mountain Capital Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
2,548
-172
| -6% | -$18.8K | 0.05% | 53 |
|
|
2025
Q1 | $295K | Buy |
2,720
+209
| +8% | +$22.7K | 0.06% | 41 |
|
|
2024
Q4 | $282K | Sell |
2,511
-342
| -12% | -$38.4K | 0.06% | 43 |
|
|
2024
Q3 | $343K | Sell |
2,853
-114
| -4% | -$13.7K | 0.08% | 38 |
|
|
2024
Q2 | $342K | Buy |
2,967
+296
| +11% | +$34.1K | 0.08% | 31 |
|
|
2024
Q1 | $324K | Sell |
2,671
-10,617
| -80% | -$1.29M | 0.09% | 28 |
|
|
2023
Q4 | $1.34M | Buy |
13,288
+7
| +0.1% | +$706 | 0.45% | 9 |
|
|
2023
Q3 | $1.38M | Sell |
13,281
-10,654
| -45% | -$1.11M | 0.52% | 9 |
|
|
2023
Q2 | $2.53M | Sell |
23,935
-6,841
| -22% | -$722K | 0.95% | 8 |
|
|
2023
Q1 | $3.56M | Buy |
30,776
+2,052
| +7% | +$238K | 1.57% | 11 |
|
|
2022
Q4 | $3.16M | Buy |
28,724
+3,156
| +12% | +$347K | 1.44% | 10 |
|
|
2022
Q3 | $2.65M | Sell |
25,568
-471
| -2% | -$48.9K | 1.39% | 15 |
|
|
2022
Q2 | $2.24M | Sell |
26,039
-1,191
| -4% | -$102K | 1.12% | 17 |
|
|
2022
Q1 | $2.28M | Buy |
27,230
+2,702
| +11% | +$227K | 1.08% | 19 |
|
|
2021
Q4 | $1.75M | Sell |
24,528
-2,040
| -8% | -$146K | 0.79% | 33 |
|
|
2021
Q3 | $1.65M | Buy |
26,568
+5,637
| +27% | +$351K | 0.87% | 25 |
|
|
2021
Q2 | $1.26M | Sell |
20,931
-1,380
| -6% | -$83K | 0.58% | 43 |
|
|
2021
Q1 | $1.24M | Sell |
22,311
-698
| -3% | -$38.9K | 0.62% | 52 |
|
|
2020
Q4 | $1.08M | Buy |
23,009
+673
| +3% | +$31.5K | 0.65% | 44 |
|
|
2020
Q3 | $773K | Sell |
22,336
-47,394
| -68% | -$1.64M | 0.5% | 69 |
|
|
2020
Q2 | $3.02M | Buy |
+69,730
| New | +$3.02M | 1.38% | 14 |
|
|
2019
Q2 | – | Sell |
-2,571
| Closed | -$208K | – | 48 |
|
|
2019
Q1 | $208K | Buy |
+2,571
| New | +$208K | 0.22% | 44 |
|
|
2018
Q4 | – | Sell |
-2,425
| Closed | -$206K | – | 45 |
|
|
2018
Q3 | $206K | Sell |
2,425
-91
| -4% | -$7.73K | 0.2% | 44 |
|
|
2018
Q2 | $208K | Buy |
+2,516
| New | +$208K | 0.2% | 43 |
|
|
2018
Q1 | – | Sell |
-4,459
| Closed | -$373K | – | 40 |
|
|
2017
Q4 | $373K | Sell |
4,459
-43
| -1% | -$3.6K | 0.36% | 23 |
|
|
2017
Q3 | $369K | Buy |
4,502
+2,339
| +108% | +$192K | 0.33% | 20 |
|
|
2017
Q2 | $175K | Buy |
+2,163
| New | +$175K | 0.17% | 39 |
|