TRIA
Trail Ridge Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
4,700
| – | – | 0.25% | 68 |
|
|
2025
Q1 | $559K | Hold |
4,700
| – | – | 0.29% | 64 |
|
|
2024
Q4 | $506K | Hold |
4,700
| – | – | 0.24% | 73 |
|
|
2024
Q3 | $565K | Hold |
4,700
| – | – | 0.27% | 67 |
|
|
2024
Q2 | $541K | Hold |
4,700
| – | – | 0.28% | 68 |
|
|
2024
Q1 | $546K | Sell |
4,700
-335
| -7% | -$38.9K | 0.31% | 65 |
|
|
2023
Q4 | $503K | Buy |
5,035
+1,000
| +25% | +$100K | 0.31% | 64 |
|
|
2023
Q3 | $474K | Hold |
4,035
| – | – | 0.32% | 64 |
|
|
2023
Q2 | $433K | Hold |
4,035
| – | – | 0.27% | 76 |
|
|
2023
Q1 | $442K | Hold |
4,035
| – | – | 0.29% | 76 |
|
|
2022
Q4 | $445K | Sell |
4,035
-1,208
| -23% | -$133K | 0.31% | 79 |
|
|
2022
Q3 | $597K | Sell |
5,243
-379
| -7% | -$43.2K | 0.39% | 70 |
|
|
2022
Q2 | $481K | Buy |
5,622
+523
| +10% | +$44.7K | 0.33% | 85 |
|
|
2022
Q1 | $421K | Sell |
5,099
-1,394
| -21% | -$115K | 0.26% | 101 |
|
|
2021
Q4 | $397K | Buy |
+6,493
| New | +$397K | 0.24% | 101 |
|