TPWA
TRUE Private Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Sell |
39,371
-763
| -2% | -$82.3K | 0.48% | 36 |
|
|
2025
Q1 | $4.77M | Sell |
40,134
-886
| -2% | -$105K | 0.58% | 34 |
|
|
2024
Q4 | $4.41M | Sell |
41,020
-633
| -2% | -$68.1K | 0.54% | 34 |
|
|
2024
Q3 | $4.88M | Sell |
41,653
-3,664
| -8% | -$429K | 0.58% | 31 |
|
|
2024
Q2 | $5.22M | Sell |
45,317
-7,376
| -14% | -$849K | 0.59% | 32 |
|
|
2024
Q1 | $6.13M | Buy |
52,693
+495
| +0.9% | +$57.5K | 0.7% | 27 |
|
|
2023
Q4 | $5.22M | Buy |
52,198
+3,070
| +6% | +$307K | 0.66% | 29 |
|
|
2023
Q3 | $5.78M | Buy |
49,128
+1,895
| +4% | +$223K | 0.8% | 23 |
|
|
2023
Q2 | $5.07M | Sell |
47,233
-1,858
| -4% | -$199K | 0.75% | 22 |
|
|
2023
Q1 | $5.38M | Buy |
49,091
+971
| +2% | +$106K | 0.8% | 20 |
|
|
2022
Q4 | $5.31M | Buy |
48,120
+504
| +1% | +$55.6K | 0.82% | 16 |
|
|
2022
Q3 | $4.16M | Buy |
47,616
+6,682
| +16% | +$583K | 0.63% | 21 |
|
|
2022
Q2 | $3.51M | Buy |
40,934
+22,819
| +126% | +$1.95M | 0.51% | 32 |
|
|
2022
Q1 | $1.66M | Buy |
18,115
+685
| +4% | +$62.8K | 0.23% | 60 |
|
|
2021
Q4 | $1.07M | Sell |
17,430
-242
| -1% | -$14.8K | 0.15% | 87 |
|
|
2021
Q3 | $1.04M | Buy |
17,672
+164
| +0.9% | +$9.64K | 0.15% | 87 |
|
|
2021
Q2 | $1.1M | Buy |
17,508
+10
| +0.1% | +$631 | 0.16% | 81 |
|
|
2021
Q1 | $977K | Buy |
17,498
+5,328
| +44% | +$297K | 0.16% | 87 |
|
|
2020
Q4 | $501K | Sell |
12,170
-2,864
| -19% | -$118K | 0.08% | 127 |
|
|
2020
Q3 | $516K | Sell |
15,034
-951
| -6% | -$32.6K | 0.09% | 117 |
|
|
2020
Q2 | $714K | Sell |
15,985
-3,352
| -17% | -$150K | 0.13% | 95 |
|
|
2020
Q1 | $734K | Sell |
19,337
-9,347
| -33% | -$355K | 0.16% | 78 |
|
|
2019
Q4 | $2M | Sell |
28,684
-151
| -0.5% | -$10.5K | 0.31% | 46 |
|
|
2019
Q3 | $2.04M | Buy |
28,835
+937
| +3% | +$66.2K | 0.35% | 45 |
|
|
2019
Q2 | $2.14M | Buy |
27,898
+2,531
| +10% | +$194K | 0.36% | 39 |
|
|
2019
Q1 | $2.05M | Buy |
25,367
+94
| +0.4% | +$7.59K | 0.39% | 44 |
|
|
2018
Q4 | $1.72M | Buy |
25,273
+2,532
| +11% | +$173K | 0.3% | 64 |
|
|
2018
Q3 | $1.93M | Sell |
22,741
-249
| -1% | -$21.2K | 0.27% | 65 |
|
|
2018
Q2 | $1.9M | Buy |
22,990
+955
| +4% | +$79K | 0.3% | 64 |
|
|
2018
Q1 | $1.64M | Buy |
22,035
+2,025
| +10% | +$151K | 0.28% | 59 |
|
|
2017
Q4 | $1.67M | Buy |
20,010
+1,753
| +10% | +$147K | 0.29% | 56 |
|
|
2017
Q3 | $1.5M | Buy |
18,257
+24
| +0.1% | +$1.97K | 0.34% | 44 |
|
|
2017
Q2 | $1.47M | Buy |
18,233
+723
| +4% | +$58.4K | 0.34% | 43 |
|
|
2017
Q1 | $1.45M | Buy |
17,510
+33
| +0.2% | +$2.73K | 0.33% | 42 |
|
|
2016
Q4 | $1.45M | Sell |
17,477
-781
| -4% | -$64.8K | 0.35% | 42 |
|
|
2016
Q3 | $1.58M | Sell |
18,258
-102
| -0.6% | -$8.83K | 0.51% | 34 |
|
|
2016
Q2 | $1.72M | Buy |
18,360
+1,125
| +7% | +$105K | 0.58% | 33 |
|
|
2016
Q1 | $1.44M | Buy |
17,235
+2,606
| +18% | +$218K | 0.56% | 30 |
|
|
2015
Q4 | $1.14M | Buy |
+14,629
| New | +$1.14M | 0.5% | 32 |
|