TCWA
Turtle Creek Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.69M | Buy |
71,347
+2,587
| +4% | +$279K | 0.91% | 32 |
|
|
2025
Q1 | $8.18M | Buy |
+68,760
| New | +$8.18M | 1.22% | 21 |
|
|
2024
Q4 | – | Sell |
-5,460
| Closed | -$640K | – | 174 |
|
|
2024
Q3 | $640K | Sell |
5,460
-861
| -14% | -$101K | 0.13% | 88 |
|
|
2024
Q2 | $728K | Buy |
+6,321
| New | +$728K | 0.17% | 77 |
|
|
2024
Q1 | – | Sell |
-1,190
| Closed | -$119K | – | 839 |
|
|
2023
Q4 | $119K | Buy |
+1,190
| New | +$119K | 0.04% | 179 |
|