USCWA
U.S. Capital Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Sell |
296,827
-783
| -0.3% | -$84.4K | 0.93% | 15 |
|
|
2025
Q1 | $35.4M | Buy |
297,610
+10,720
| +4% | +$1.27M | 1.08% | 11 |
|
|
2024
Q4 | $30.9M | Buy |
286,890
+2,829
| +1% | +$304K | 0.96% | 13 |
|
|
2024
Q3 | $33.3M | Buy |
284,061
+43,515
| +18% | +$5.1M | 1.17% | 11 |
|
|
2024
Q2 | $27.7M | Buy |
240,546
+30,681
| +15% | +$3.53M | 1.05% | 13 |
|
|
2024
Q1 | $24.4M | Buy |
209,865
+1,785
| +0.9% | +$207K | 0.94% | 16 |
|
|
2023
Q4 | $20.8M | Sell |
208,080
-1,463
| -0.7% | -$146K | 0.82% | 20 |
|
|
2023
Q3 | $24.6M | Buy |
209,543
+3,392
| +2% | +$399K | 1.11% | 13 |
|
|
2023
Q2 | $22.1M | Buy |
206,151
+5,624
| +3% | +$603K | 1.05% | 15 |
|
|
2023
Q1 | $22M | Buy |
200,527
+1,001
| +0.5% | +$110K | 1.02% | 11 |
|
|
2022
Q4 | $22M | Buy |
199,526
+6,860
| +4% | +$757K | 1.02% | 10 |
|
|
2022
Q3 | $16.8M | Sell |
192,666
-9,664
| -5% | -$844K | 0.85% | 20 |
|
|
2022
Q2 | $17.3M | Buy |
202,330
+1,203
| +0.6% | +$103K | 0.76% | 23 |
|
|
2022
Q1 | $16.6M | Sell |
201,127
-31,211
| -13% | -$2.58M | 0.61% | 31 |
|
|
2021
Q4 | $14.2M | Sell |
232,338
-23,237
| -9% | -$1.42M | 0.56% | 34 |
|
|
2021
Q3 | $14.7M | Buy |
+255,575
| New | +$14.7M | 0.64% | 30 |
|