OPA
Old Port Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
10,126
-125
| -1% | -$13.5K | 0.3% | 96 |
|
|
2025
Q1 | $1.22M | Sell |
10,251
-56
| -0.5% | -$6.66K | 0.36% | 86 |
|
|
2024
Q4 | $1.11M | Buy |
10,307
+7
| +0.1% | +$753 | 0.32% | 92 |
|
|
2024
Q3 | $1.21M | Buy |
10,300
+229
| +2% | +$26.8K | 0.34% | 91 |
|
|
2024
Q2 | $1.16M | Buy |
10,071
+110
| +1% | +$12.7K | 0.35% | 92 |
|
|
2024
Q1 | $1.16M | Sell |
9,961
-701
| -7% | -$81.5K | 0.35% | 92 |
|
|
2023
Q4 | $1.07M | Sell |
10,662
-79
| -0.7% | -$7.9K | 0.35% | 95 |
|
|
2023
Q3 | $1.26M | Buy |
+10,741
| New | +$1.26M | 0.46% | 79 |
|
|
2023
Q1 | $1.19M | Buy |
10,359
+22
| +0.2% | +$2.54K | 0.43% | 82 |
|
|
2022
Q4 | $1.14M | Sell |
10,337
-182
| -2% | -$20.1K | 0.43% | 87 |
|
|
2022
Q3 | $1.04M | Hold |
10,519
| – | – | 0.41% | 93 |
|
|
2022
Q2 | $892K | Sell |
10,519
-4,035
| -28% | -$342K | 0.35% | 97 |
|
|
2022
Q1 | $1.21M | Sell |
14,554
-5,908
| -29% | -$491K | 0.41% | 85 |
|
|
2021
Q4 | $1.4M | Buy |
20,462
+9,171
| +81% | +$627K | 0.47% | 71 |
|
|
2021
Q3 | $683K | Hold |
11,291
| – | – | 0.25% | 118 |
|
|
2021
Q2 | $672K | Sell |
11,291
-1,100
| -9% | -$65.5K | 0.24% | 119 |
|
|
2021
Q1 | $692K | Buy |
12,391
+145
| +1% | +$8.1K | 0.27% | 100 |
|
|
2020
Q4 | $508K | Buy |
12,246
+3,228
| +36% | +$134K | 0.22% | 110 |
|
|
2020
Q3 | $310K | Sell |
9,018
-452
| -5% | -$15.5K | 0.15% | 131 |
|
|
2020
Q2 | $423K | Buy |
9,470
+88
| +0.9% | +$3.93K | 0.22% | 106 |
|
|
2020
Q1 | $356K | Buy |
9,382
+195
| +2% | +$7.4K | 0.22% | 100 |
|
|
2019
Q4 | $651K | Buy |
9,187
+193
| +2% | +$13.7K | 0.31% | 83 |
|
|
2019
Q3 | $620K | Hold |
8,994
| – | – | 0.32% | 82 |
|
|
2019
Q2 | $688K | Sell |
8,994
-1,090
| -11% | -$83.4K | 0.35% | 79 |
|
|
2019
Q1 | $815K | Buy |
10,084
+18
| +0.2% | +$1.46K | 0.43% | 73 |
|
|
2018
Q4 | $724K | Buy |
+10,066
| New | +$724K | 0.41% | 77 |
|
|
2018
Q2 | $756K | Buy |
+9,144
| New | +$756K | 0.41% | 77 |
|