PWA
PCG Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
3,410
+567
| +20% | +$61.1K | 0.19% | 68 |
|
|
2025
Q1 | $338K | Sell |
2,843
-3,641
| -56% | -$433K | 0.12% | 104 |
|
|
2024
Q4 | $698K | Buy |
6,484
+3
| +0% | +$323 | 0.26% | 78 |
|
|
2024
Q3 | $760K | Sell |
6,481
-789
| -11% | -$92.5K | 0.29% | 69 |
|
|
2024
Q2 | $837K | Buy |
7,270
+2,915
| +67% | +$336K | 0.36% | 62 |
|
|
2024
Q1 | $506K | Buy |
4,355
+4
| +0.1% | +$465 | 0.24% | 68 |
|
|
2023
Q4 | $435K | Buy |
4,351
+201
| +5% | +$20.1K | 0.24% | 64 |
|
|
2023
Q3 | $488K | Sell |
4,150
-42,977
| -91% | -$5.05M | 0.32% | 61 |
|
|
2023
Q2 | $5.05M | Sell |
47,127
-2,214
| -4% | -$237K | 3.14% | 7 |
|
|
2023
Q1 | $5.41M | Sell |
49,341
-468
| -0.9% | -$51.3K | 3.42% | 7 |
|
|
2022
Q4 | $5.49M | Buy |
49,809
+40,543
| +438% | +$4.47M | 3.48% | 6 |
|
|
2022
Q3 | $808K | Buy |
9,266
+4,633
| +100% | +$404K | 0.29% | 58 |
|
|
2022
Q2 | $397K | Hold |
4,633
| – | – | 0.28% | 58 |
|
|
2022
Q1 | $383K | Buy |
4,633
+622
| +16% | +$51.4K | 0.24% | 57 |
|
|
2021
Q4 | $245K | Buy |
+4,011
| New | +$245K | 0.17% | 67 |
|