TWA
TCI Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67M | Sell |
52,559
-4,604
| -8% | -$496K | 0.39% | 37 |
|
|
2025
Q1 | $6.8M | Sell |
57,163
-765
| -1% | -$91K | 0.54% | 26 |
|
|
2024
Q4 | $6.23M | Sell |
57,928
-403
| -0.7% | -$43.4K | 0.52% | 27 |
|
|
2024
Q3 | $6.84M | Sell |
58,331
-1
| -0% | -$117 | 0.58% | 26 |
|
|
2024
Q2 | $6.72M | Buy |
58,332
+797
| +1% | +$91.8K | 0.63% | 25 |
|
|
2024
Q1 | $6.69M | Sell |
57,535
-1,449
| -2% | -$168K | 0.66% | 25 |
|
|
2023
Q4 | $5.9M | Buy |
58,984
+1,222
| +2% | +$122K | 0.63% | 26 |
|
|
2023
Q3 | $6.79M | Buy |
57,762
+3,165
| +6% | +$372K | 0.87% | 20 |
|
|
2023
Q2 | $5.86M | Sell |
54,597
-922
| -2% | -$98.9K | 0.75% | 24 |
|
|
2023
Q1 | $6.09M | Sell |
55,519
-272
| -0.5% | -$29.8K | 0.79% | 18 |
|
|
2022
Q4 | $6.15M | Buy |
55,791
+850
| +2% | +$93.8K | 0.85% | 19 |
|
|
2022
Q3 | $4.8M | Buy |
54,941
+320
| +0.6% | +$27.9K | 0.78% | 18 |
|
|
2022
Q2 | $4.68M | Sell |
54,621
-124
| -0.2% | -$10.6K | 0.72% | 22 |
|
|
2022
Q1 | $4.52M | Sell |
54,745
-3,513
| -6% | -$290K | 0.68% | 19 |
|
|
2021
Q4 | $3.57M | Sell |
58,258
-5,316
| -8% | -$325K | 0.53% | 18 |
|
|
2021
Q3 | $3.74M | Buy |
63,574
+748
| +1% | +$44K | 0.57% | 18 |
|
|
2021
Q2 | $3.96M | Buy |
62,826
+3,478
| +6% | +$219K | 0.67% | 15 |
|
|
2021
Q1 | $3.31M | Sell |
59,348
-4,001
| -6% | -$223K | 1.41% | 14 |
|
|
2020
Q4 | $2.61M | Sell |
63,349
-1,027
| -2% | -$42.3K | 1.17% | 14 |
|
|
2020
Q3 | $2.21M | Sell |
64,376
-756
| -1% | -$26K | 0.87% | 25 |
|
|
2020
Q2 | $2.91M | Sell |
65,132
-2,071
| -3% | -$92.6K | 1.25% | 12 |
|
|
2020
Q1 | $2.55M | Sell |
67,203
-133
| -0.2% | -$5.05K | 1.26% | 15 |
|
|
2019
Q4 | $4.7M | Sell |
67,336
-1,300
| -2% | -$90.7K | 1.83% | 8 |
|
|
2019
Q3 | $4.85M | Sell |
68,636
-149
| -0.2% | -$10.5K | 2.15% | 8 |
|
|
2019
Q2 | $5.27M | Sell |
68,785
-6,184
| -8% | -$474K | 2.37% | 8 |
|
|
2019
Q1 | $6.06M | Sell |
74,969
-1,005
| -1% | -$81.2K | 2.66% | 6 |
|
|
2018
Q4 | $5.18M | Sell |
75,974
-3,974
| -5% | -$271K | 2.51% | 6 |
|
|
2018
Q3 | $6.8M | Sell |
79,948
-311
| -0.4% | -$26.4K | 2.84% | 6 |
|
|
2018
Q2 | $6.64M | Sell |
80,259
-1,061
| -1% | -$87.8K | 2.95% | 5 |
|
|
2018
Q1 | $6.07M | Sell |
81,320
-274
| -0.3% | -$20.4K | 2.81% | 5 |
|
|
2017
Q4 | $6.83M | Buy |
81,594
+2,000
| +3% | +$167K | 3% | 5 |
|
|
2017
Q3 | $6.53M | Sell |
79,594
-616
| -0.8% | -$50.5K | 3.19% | 3 |
|
|
2017
Q2 | $6.48M | Sell |
80,210
-601
| -0.7% | -$48.5K | 3.31% | 4 |
|
|
2017
Q1 | $6.63M | Buy |
80,811
+584
| +0.7% | +$47.9K | 3.46% | 3 |
|
|
2016
Q4 | $7.24M | Buy |
80,227
+552
| +0.7% | +$49.8K | 3.8% | 3 |
|
|
2016
Q3 | $6.95M | Buy |
79,675
+301
| +0.4% | +$26.3K | 3.78% | 3 |
|
|
2016
Q2 | $7.44M | Sell |
79,374
-1,733
| -2% | -$162K | 4.13% | 2 |
|
|
2016
Q1 | $6.78M | Buy |
81,107
+1,368
| +2% | +$114K | 3.76% | 3 |
|
|
2015
Q4 | $6.22M | Sell |
79,739
-462
| -0.6% | -$36K | 3.46% | 3 |
|
|
2015
Q3 | $5.96M | Sell |
80,201
-1,251
| -2% | -$93K | 3.59% | 3 |
|
|
2015
Q2 | $6.78M | Sell |
81,452
-449
| -0.5% | -$37.4K | 3.88% | 2 |
|
|
2015
Q1 | $6.96M | Buy |
81,901
+1,449
| +2% | +$123K | 4.37% | 2 |
|
|
2014
Q4 | $7.44M | Buy |
80,452
+376
| +0.5% | +$34.8K | 4.6% | 2 |
|
|
2014
Q3 | $7.53M | Buy |
80,076
+304
| +0.4% | +$28.6K | 4.75% | 2 |
|
|
2014
Q2 | $8.03M | Buy |
79,772
+220
| +0.3% | +$22.1K | 4.83% | 2 |
|
|
2014
Q1 | $7.77M | Buy |
79,552
+2,556
| +3% | +$250K | 5.07% | 2 |
|
|
2013
Q4 | $7.79M | Buy |
76,996
+122
| +0.2% | +$12.3K | 4.89% | 3 |
|
|
2013
Q3 | $6.61M | Sell |
76,874
-1,101
| -1% | -$94.7K | 5.03% | 2 |
|
|
2013
Q2 | $7.05M | Buy |
+77,975
| New | +$7.05M | 5.35% | 2 |
|