TIA
Trust Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
12,859
-474
| -4% | -$51.1K | 0.84% | 41 |
|
|
2025
Q1 | $1.59M | Buy |
13,333
+668
| +5% | +$79.4K | 1.02% | 33 |
|
|
2024
Q4 | $1.36M | Sell |
12,665
-888
| -7% | -$95.5K | 0.87% | 38 |
|
|
2024
Q3 | $1.59M | Sell |
13,553
-81
| -0.6% | -$9.5K | 1.01% | 30 |
|
|
2024
Q2 | $1.57M | Buy |
+13,634
| New | +$1.57M | 1% | 29 |
|
|
2023
Q3 | – | Sell |
-2,367
| Closed | -$254K | – | 112 |
|
|
2023
Q2 | $254K | Buy |
+2,367
| New | +$254K | 0.21% | 81 |
|
|
2022
Q3 | – | Sell |
-2,572
| Closed | -$220K | – | 105 |
|
|
2022
Q2 | $220K | Buy |
+2,572
| New | +$220K | 0.21% | 83 |
|
|
2015
Q1 | – | Sell |
-5,910
| Closed | -$546K | – | 102 |
|
|
2014
Q4 | $546K | Sell |
5,910
-2,450
| -29% | -$226K | 0.56% | 70 |
|
|
2014
Q3 | $786K | Sell |
8,360
-1,866
| -18% | -$175K | 0.76% | 58 |
|
|
2014
Q2 | $1.03M | Sell |
10,226
-2,386
| -19% | -$240K | 0.99% | 53 |
|
|
2014
Q1 | $1.23M | Sell |
12,612
-3,892
| -24% | -$380K | 1.24% | 32 |
|
|
2013
Q4 | $1.67M | Buy |
+16,504
| New | +$1.67M | 1.72% | 9 |
|