TCA
Trifecta Capital Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Hold |
6,079
| – | – | 0.11% | 65 |
|
|
2025
Q1 | $723K | Sell |
6,079
-594
| -9% | -$70.6K | 0.15% | 54 |
|
|
2024
Q4 | $718K | Sell |
6,673
-2,300
| -26% | -$247K | 0.14% | 56 |
|
|
2024
Q3 | $1.05M | Sell |
8,973
-280
| -3% | -$32.8K | 0.22% | 55 |
|
|
2024
Q2 | $1.07M | Buy |
9,253
+29
| +0.3% | +$3.34K | 0.24% | 54 |
|
|
2024
Q1 | $1.07M | Hold |
9,224
| – | – | 0.26% | 59 |
|
|
2023
Q4 | $922K | Hold |
9,224
| – | – | 0.26% | 58 |
|
|
2023
Q3 | $1.08M | Hold |
9,224
| – | – | 0.35% | 55 |
|
|
2023
Q2 | $989K | Buy |
9,224
+2,545
| +38% | +$273K | 0.32% | 56 |
|
|
2023
Q1 | $732K | Hold |
6,679
| – | – | 0.26% | 61 |
|
|
2022
Q4 | $737K | Buy |
+6,679
| New | +$737K | 0.29% | 63 |
|