PCA
Personal Capital Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $106M | Sell |
964,518
-11,239
| -1% | -$1.24M | 0.52% | 36 |
|
|
2022
Q3 | $85.2M | Buy |
975,757
+15,356
| +2% | +$1.34M | 0.46% | 45 |
|
|
2022
Q2 | $82.2M | Buy |
960,401
+13,682
| +1% | +$1.17M | 0.43% | 43 |
|
|
2022
Q1 | $78.2M | Sell |
946,719
-353,596
| -27% | -$29.2M | 0.37% | 66 |
|
|
2021
Q4 | $79.7M | Buy |
1,300,315
+34,644
| +3% | +$2.12M | 0.37% | 55 |
|
|
2021
Q3 | $74.4M | Buy |
1,265,671
+56,675
| +5% | +$3.33M | 0.37% | 56 |
|
|
2021
Q2 | $76.3M | Buy |
1,208,996
+94,800
| +9% | +$5.98M | 0.4% | 53 |
|
|
2021
Q1 | $62.2M | Buy |
1,114,196
+16,146
| +1% | +$901K | 0.36% | 61 |
|
|
2020
Q4 | $45.3M | Sell |
1,098,050
-518,459
| -32% | -$21.4M | 0.29% | 84 |
|
|
2020
Q3 | $55.5M | Buy |
1,616,509
+365,028
| +29% | +$12.5M | 0.42% | 50 |
|
|
2020
Q2 | $56M | Buy |
1,251,481
+413,049
| +49% | +$18.5M | 0.46% | 43 |
|
|
2020
Q1 | $32.4M | Buy |
838,432
+138,453
| +20% | +$5.36M | 0.32% | 70 |
|
|
2019
Q4 | $48.8M | Buy |
699,979
+4,433
| +0.6% | +$309K | 0.41% | 59 |
|
|
2019
Q3 | $49.1M | Buy |
695,546
+57,791
| +9% | +$4.08M | 0.47% | 42 |
|
|
2019
Q2 | $48.9M | Buy |
637,755
+189,768
| +42% | +$14.5M | 0.5% | 38 |
|
|
2019
Q1 | $36.2M | Buy |
447,987
+42,219
| +10% | +$3.41M | 0.41% | 61 |
|
|
2018
Q4 | $27.7M | Sell |
405,768
-3,605
| -0.9% | -$246K | 0.37% | 66 |
|
|
2018
Q3 | $34.8M | Buy |
409,373
+26,826
| +7% | +$2.28M | 0.45% | 57 |
|
|
2018
Q2 | $31.6M | Buy |
382,547
+27,733
| +8% | +$2.29M | 0.45% | 57 |
|
|
2018
Q1 | $26.5M | Buy |
354,814
+47,856
| +16% | +$3.57M | 0.41% | 66 |
|
|
2017
Q4 | $25.7M | Buy |
306,958
+20,319
| +7% | +$1.7M | 0.44% | 59 |
|
|
2017
Q3 | $23.5M | Buy |
286,639
+25,067
| +10% | +$2.06M | 0.46% | 58 |
|
|
2017
Q2 | $21.1M | Buy |
261,572
+22,926
| +10% | +$1.85M | 0.46% | 62 |
|
|
2017
Q1 | $19.6M | Sell |
238,646
-28,154
| -11% | -$2.31M | 0.49% | 62 |
|
|
2016
Q4 | $24.1M | Buy |
266,800
+28,288
| +12% | +$2.55M | 0.72% | 41 |
|
|
2016
Q3 | $20.6M | Buy |
238,512
+23,469
| +11% | +$2.03M | 0.69% | 41 |
|
|
2016
Q2 | $20.2M | Buy |
215,043
+22,139
| +11% | +$2.08M | 0.78% | 30 |
|
|
2016
Q1 | $16.1M | Buy |
192,904
+30,859
| +19% | +$2.58M | 0.74% | 40 |
|
|
2015
Q4 | $12.6M | Buy |
162,045
+10,912
| +7% | +$851K | 0.69% | 49 |
|
|
2015
Q3 | $11.2M | Buy |
151,133
+23,503
| +18% | +$1.75M | 0.74% | 48 |
|
|
2015
Q2 | $10.7M | Buy |
127,630
+18,747
| +17% | +$1.57M | 0.74% | 43 |
|
|
2015
Q1 | $9.26M | Buy |
108,883
+22,196
| +26% | +$1.89M | 0.75% | 44 |
|
|
2014
Q4 | $8.01M | Buy |
86,687
+16,145
| +23% | +$1.49M | 0.82% | 40 |
|
|
2014
Q3 | $6.64M | Buy |
70,542
+22,755
| +48% | +$2.14M | 0.85% | 25 |
|
|
2014
Q2 | $4.81M | Buy |
47,787
+11,358
| +31% | +$1.14M | 0.8% | 55 |
|
|
2014
Q1 | $3.56M | Buy |
36,429
+10,346
| +40% | +$1.01M | 0.8% | 55 |
|
|
2013
Q4 | $2.64M | Buy |
+26,083
| New | +$2.64M | 0.84% | 51 |
|