TFA
Trinity Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
11,496
+34
| +0.3% | +$3.67K | 0.38% | 37 |
|
|
2025
Q1 | $1.29M | Sell |
11,462
-329
| -3% | -$37K | 0.46% | 30 |
|
|
2024
Q4 | $1.27M | Buy |
11,791
+1,360
| +13% | +$146K | 0.48% | 29 |
|
|
2024
Q3 | $923K | Buy |
10,431
+30
| +0.3% | +$2.65K | 0.41% | 29 |
|
|
2024
Q2 | $1.2M | Buy |
10,401
+30
| +0.3% | +$3.45K | 0.54% | 26 |
|
|
2024
Q1 | $1.21M | Sell |
10,371
-2,504
| -19% | -$291K | 0.54% | 26 |
|
|
2023
Q4 | $1.29M | Sell |
12,875
-1,657
| -11% | -$166K | 0.63% | 24 |
|
|
2023
Q3 | $1.71M | Buy |
14,532
+1,277
| +10% | +$150K | 0.91% | 18 |
|
|
2023
Q2 | $1.42M | Buy |
13,255
+75
| +0.6% | +$8.04K | 0.76% | 19 |
|
|
2023
Q1 | $1.45M | Sell |
13,180
-588
| -4% | -$64.5K | 0.88% | 16 |
|
|
2022
Q4 | $1.52M | Buy |
13,768
+1,142
| +9% | +$126K | 1% | 15 |
|
|
2022
Q3 | $1.1M | Buy |
+12,626
| New | +$1.1M | 0.8% | 19 |
|
|
2022
Q2 | – | Sell |
-7,908
| Closed | -$653K | – | 67 |
|
|
2022
Q1 | $653K | Sell |
7,908
-46
| -0.6% | -$3.8K | 0.41% | 23 |
|
|
2021
Q4 | $487K | Buy |
7,954
+160
| +2% | +$9.8K | 0.29% | 29 |
|
|
2021
Q3 | $458K | Sell |
7,794
-99
| -1% | -$5.82K | 0.31% | 23 |
|
|
2021
Q2 | $498K | Buy |
7,893
+933
| +13% | +$58.9K | 0.35% | 23 |
|
|
2021
Q1 | $389K | Sell |
6,960
-225
| -3% | -$12.6K | 0.3% | 28 |
|
|
2020
Q4 | $296K | Buy |
+7,185
| New | +$296K | 0.27% | 44 |
|