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TFB Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Buy |
7,420
+21
| +0.3% | +$2.26K | 0.21% | 113 |
|
|
2025
Q1 | $880K | Sell |
7,399
-143
| -2% | -$17K | 0.25% | 91 |
|
|
2024
Q4 | $811K | Sell |
7,542
-240
| -3% | -$25.8K | 0.23% | 97 |
|
|
2024
Q3 | $912K | Buy |
7,782
+247
| +3% | +$29K | 0.27% | 86 |
|
|
2024
Q2 | $867K | Buy |
7,535
+3,049
| +68% | +$351K | 0.28% | 81 |
|
|
2024
Q1 | $521K | Buy |
+4,486
| New | +$521K | 0.19% | 119 |
|
|
2023
Q4 | – | Sell |
-4,630
| Closed | -$544K | – | 202 |
|
|
2023
Q3 | $544K | Buy |
4,630
+342
| +8% | +$40.2K | 0.66% | 44 |
|
|
2023
Q2 | $460K | Buy |
4,288
+1,884
| +78% | +$202K | 0.2% | 117 |
|
|
2023
Q1 | $264K | Buy |
2,404
+347
| +17% | +$38.1K | 0.2% | 107 |
|
|
2022
Q4 | $227K | Buy |
+2,057
| New | +$227K | 0.19% | 111 |
|