TNA
True North Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.95M | Sell |
64,513
-6,606
| -9% | -$712K | 1.33% | 12 |
|
|
2025
Q1 | $8.46M | Buy |
71,119
+19,984
| +39% | +$2.38M | 1.5% | 10 |
|
|
2024
Q4 | $5.5M | Buy |
51,135
+12,504
| +32% | +$1.35M | 1.3% | 10 |
|
|
2024
Q3 | $4.53M | Sell |
38,631
-1,120
| -3% | -$131K | 1.18% | 13 |
|
|
2024
Q2 | $4.58M | Buy |
39,751
+7,023
| +21% | +$808K | 1.22% | 12 |
|
|
2024
Q1 | $3.8M | Sell |
32,728
-499
| -2% | -$58K | 1.05% | 14 |
|
|
2023
Q4 | $3.32M | Sell |
33,227
-585
| -2% | -$58.5K | 0.85% | 16 |
|
|
2023
Q3 | $3.98M | Sell |
33,812
-4,151
| -11% | -$488K | 1.22% | 12 |
|
|
2023
Q2 | $4.07M | Buy |
37,963
+3,154
| +9% | +$338K | 1.15% | 12 |
|
|
2023
Q1 | $3.82M | Sell |
34,809
-1,528
| -4% | -$168K | 1.12% | 12 |
|
|
2022
Q4 | $4.01M | Buy |
36,337
+15
| +0% | +$1.66K | 1.37% | 14 |
|
|
2022
Q3 | $3.17M | Sell |
36,322
-2,030
| -5% | -$177K | 1.04% | 18 |
|
|
2022
Q2 | $3.28M | Buy |
38,352
+4,486
| +13% | +$384K | 1.02% | 18 |
|
|
2022
Q1 | $2.8M | Sell |
33,866
-656
| -2% | -$54.2K | 0.75% | 29 |
|
|
2021
Q4 | $2.11M | Sell |
34,522
-486
| -1% | -$29.7K | 0.36% | 65 |
|
|
2021
Q3 | $2.06M | Sell |
35,008
-107
| -0.3% | -$6.29K | 0.41% | 59 |
|
|
2021
Q2 | $2.22M | Sell |
35,115
-7,525
| -18% | -$475K | 0.46% | 50 |
|
|
2021
Q1 | $2.38M | Sell |
42,640
-737
| -2% | -$41.1K | 0.56% | 40 |
|
|
2020
Q4 | $1.79M | Sell |
43,377
-14,143
| -25% | -$583K | 0.46% | 50 |
|
|
2020
Q3 | $1.97M | Buy |
57,520
+1,301
| +2% | +$44.6K | 0.58% | 43 |
|
|
2020
Q2 | $2.51M | Buy |
56,219
+2,258
| +4% | +$101K | 0.6% | 36 |
|
|
2020
Q1 | $2.05M | Buy |
53,961
+4,722
| +10% | +$179K | 0.7% | 35 |
|
|
2019
Q4 | $3.44M | Buy |
+49,239
| New | +$3.44M | 0.97% | 31 |
|