TCBWMS
Texas Capital Bank Wealth Management Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
21,979
+5,114
| +30% | +$551K | 0.22% | 60 |
|
|
2025
Q1 | $2.01M | Buy |
16,865
+2,918
| +21% | +$347K | 0.2% | 61 |
|
|
2024
Q4 | $1.5M | Sell |
13,947
-2,089
| -13% | -$225K | 0.15% | 56 |
|
|
2024
Q3 | $1.88M | Buy |
16,036
+2,369
| +17% | +$278K | 0.18% | 52 |
|
|
2024
Q2 | $1.57M | Buy |
13,667
+4,237
| +45% | +$488K | 0.16% | 59 |
|
|
2024
Q1 | $1.1M | Sell |
9,430
-104
| -1% | -$12.1K | 0.12% | 74 |
|
|
2023
Q4 | $953K | Sell |
9,534
-656
| -6% | -$65.6K | 0.11% | 76 |
|
|
2023
Q3 | $1.2M | Buy |
10,190
+1,945
| +24% | +$229K | 0.15% | 68 |
|
|
2023
Q2 | $884K | Buy |
8,245
+2,915
| +55% | +$313K | 0.09% | 91 |
|
|
2023
Q1 | $584K | Sell |
5,330
-476
| -8% | -$52.2K | 0.07% | 112 |
|
|
2022
Q4 | $640K | Sell |
5,806
-16
| -0.3% | -$1.77K | 0.08% | 102 |
|
|
2022
Q3 | $508K | Sell |
5,822
-33
| -0.6% | -$2.88K | 0.07% | 101 |
|
|
2022
Q2 | $501K | Buy |
5,855
+320
| +6% | +$27.4K | 0.06% | 97 |
|
|
2022
Q1 | $457K | Sell |
5,535
-1,807
| -25% | -$149K | 0.04% | 107 |
|
|
2021
Q4 | $449K | Buy |
+7,342
| New | +$449K | 0.04% | 115 |
|
|
2021
Q1 | – | Sell |
-5,146
| Closed | -$212K | – | 140 |
|
|
2020
Q4 | $212K | Buy |
+5,146
| New | +$212K | 0.03% | 121 |
|
|
2020
Q2 | – | Sell |
-5,607
| Closed | -$213K | – | 116 |
|
|
2020
Q1 | $213K | Buy |
5,607
+2,560
| +84% | +$97.3K | 0.06% | 100 |
|
|
2019
Q4 | $213K | Buy |
+3,047
| New | +$213K | 0.05% | 109 |
|