TPA
Trivium Point Advisory’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
34,431
+848
| +3% | +$91.4K | 0.4% | 64 |
|
|
2025
Q1 | $3.99M | Sell |
33,583
-261
| -0.8% | -$31K | 0.5% | 54 |
|
|
2024
Q4 | $3.64M | Buy |
33,844
+1,267
| +4% | +$136K | 0.46% | 60 |
|
|
2024
Q3 | $3.96M | Buy |
32,577
+1,527
| +5% | +$185K | 0.55% | 53 |
|
|
2024
Q2 | $3.57M | Buy |
31,050
+11,801
| +61% | +$1.36M | 0.53% | 56 |
|
|
2024
Q1 | $2.24M | Buy |
19,249
+1,983
| +11% | +$231K | 0.48% | 62 |
|
|
2023
Q4 | $1.73M | Buy |
17,266
+2,621
| +18% | +$262K | 0.42% | 73 |
|
|
2023
Q3 | $1.7M | Sell |
14,645
-670
| -4% | -$77.6K | 0.47% | 72 |
|
|
2023
Q2 | $1.64M | Buy |
15,315
+850
| +6% | +$91.2K | 0.44% | 76 |
|
|
2023
Q1 | $1.59M | Buy |
14,465
+146
| +1% | +$16K | 0.43% | 79 |
|
|
2022
Q4 | $1.58M | Buy |
+14,319
| New | +$1.58M | 0.46% | 76 |
|
|
2022
Q1 | – | Sell |
-9,966
| Closed | -$610K | – | 265 |
|
|
2021
Q4 | $610K | Buy |
+9,966
| New | +$610K | 0.13% | 150 |
|
|
2020
Q1 | – | Sell |
-14,768
| Closed | -$1.03M | – | 183 |
|
|
2019
Q4 | $1.03M | Sell |
14,768
-280
| -2% | -$19.5K | 0.4% | 101 |
|
|
2019
Q3 | $1.02M | Buy |
15,048
+7,630
| +103% | +$515K | 0.47% | 98 |
|
|
2019
Q2 | $568K | Buy |
+7,418
| New | +$568K | 0.25% | 115 |
|