BRWA
B. Riley Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66M | Buy |
+61,759
| New | +$6.66M | 0.31% | 62 |
|
|
2024
Q4 | $26M | Sell |
241,984
-32,666
| -12% | -$3.51M | 0.85% | 14 |
|
|
2024
Q3 | $32.4M | Sell |
274,650
-22,828
| -8% | -$2.69M | 0.9% | 13 |
|
|
2024
Q2 | $34.2M | Buy |
297,478
+32,766
| +12% | +$3.77M | 0.87% | 14 |
|
|
2024
Q1 | $31.1M | Buy |
264,712
+8,053
| +3% | +$947K | 0.84% | 10 |
|
|
2023
Q4 | $25.7M | Sell |
256,659
-8,053
| -3% | -$805K | 0.69% | 19 |
|
|
2023
Q3 | $31.1M | Sell |
264,712
-4,924
| -2% | -$579K | 0.84% | 10 |
|
|
2023
Q2 | $28.9M | Sell |
269,636
-19,671
| -7% | -$2.11M | 0.65% | 21 |
|
|
2023
Q1 | $31.7M | Sell |
289,307
-2,577
| -0.9% | -$283K | 0.85% | 13 |
|
|
2022
Q4 | $32.2M | Sell |
291,884
-3,865
| -1% | -$426K | 0.9% | 8 |
|
|
2022
Q3 | $25.8M | Buy |
295,749
+78,491
| +36% | +$6.85M | 0.78% | 17 |
|
|
2022
Q2 | $18.6M | Sell |
217,258
-8,541
| -4% | -$731K | 0.78% | 19 |
|
|
2022
Q1 | $18.7M | Buy |
225,799
+6
| +0% | +$496 | 0.61% | 25 |
|
|
2021
Q4 | $13.8M | Sell |
225,793
-2,456
| -1% | -$150K | 0.4% | 45 |
|
|
2021
Q3 | $13.5M | Buy |
228,249
+6,432
| +3% | +$380K | 0.43% | 42 |
|
|
2021
Q2 | $13.9M | Sell |
221,817
-1,129
| -0.5% | -$70.8K | 0.45% | 37 |
|
|
2021
Q1 | $12.3M | Buy |
222,946
+132,516
| +147% | +$7.29M | 0.43% | 40 |
|
|
2020
Q4 | $3.73M | Sell |
90,430
-48,026
| -35% | -$1.98M | 0.2% | 117 |
|
|
2020
Q3 | $4.99M | Buy |
138,456
+6,776
| +5% | +$244K | 0.27% | 90 |
|
|
2020
Q2 | $5.89M | Buy |
131,680
+30,836
| +31% | +$1.38M | 0.39% | 63 |
|
|
2020
Q1 | $3.83M | Buy |
100,844
+44,873
| +80% | +$1.7M | 0.33% | 73 |
|
|
2019
Q4 | $3.92M | Sell |
55,971
-8,859
| -14% | -$620K | 0.33% | 67 |
|
|
2019
Q3 | $4.58M | Buy |
64,830
+10,735
| +20% | +$758K | 0.45% | 43 |
|
|
2019
Q2 | $4.19M | Buy |
54,095
+3,276
| +6% | +$254K | 0.46% | 45 |
|
|
2019
Q1 | $3.98M | Buy |
50,819
+5,743
| +13% | +$450K | 0.5% | 42 |
|
|
2018
Q4 | $3.08M | Sell |
45,076
-163
| -0.4% | -$11.1K | 0.44% | 53 |
|
|
2018
Q3 | $3.85M | Buy |
45,239
+1,339
| +3% | +$114K | 0.46% | 52 |
|
|
2018
Q2 | $3.63M | Buy |
43,900
+1,800
| +4% | +$149K | 0.48% | 47 |
|
|
2018
Q1 | $3.14M | Sell |
42,100
-6,825
| -14% | -$509K | 0.44% | 51 |
|
|
2017
Q4 | $4.09M | Buy |
48,925
+10,920
| +29% | +$914K | 0.55% | 36 |
|
|
2017
Q3 | $3.12M | Buy |
38,005
+1,419
| +4% | +$116K | 0.52% | 43 |
|
|
2017
Q2 | $2.96M | Buy |
36,586
+1,405
| +4% | +$113K | 0.54% | 45 |
|
|
2017
Q1 | $2.89M | Sell |
35,181
-5,167
| -13% | -$424K | 0.58% | 42 |
|
|
2016
Q4 | $3.64M | Sell |
40,348
-1,889
| -4% | -$171K | 0.74% | 32 |
|
|
2016
Q3 | $3.12M | Sell |
42,237
-5,138
| -11% | -$380K | 0.61% | 29 |
|
|
2016
Q2 | $3.79M | Sell |
47,375
-1,390
| -3% | -$111K | 0.76% | 19 |
|
|
2016
Q1 | $3.48M | Buy |
48,765
+1,889
| +4% | +$135K | 0.81% | 20 |
|
|
2015
Q4 | $3.65M | Buy |
46,876
+5,676
| +14% | +$442K | 0.74% | 22 |
|
|
2015
Q3 | $3.07M | Buy |
41,200
+7,205
| +21% | +$536K | 0.74% | 19 |
|
|
2015
Q2 | $2.83M | Sell |
33,995
-7,899
| -19% | -$658K | 0.7% | 22 |
|
|
2015
Q1 | $3.56M | Sell |
41,894
-17,917
| -30% | -$1.52M | 0.87% | 12 |
|
|
2014
Q4 | $33.9K | Buy |
59,811
+24,646
| +70% | +$14K | 0.72% | 13 |
|
|
2014
Q3 | $3.31M | Sell |
35,165
-39,035
| -53% | -$3.67M | 0.86% | 16 |
|
|
2014
Q2 | $4.37M | Buy |
74,200
+42,705
| +136% | +$2.51M | 1.03% | 7 |
|
|
2014
Q1 | $3.08M | Sell |
31,495
-2,265
| -7% | -$221K | 0.93% | 11 |
|
|
2013
Q4 | $3.42M | Sell |
33,760
-483
| -1% | -$48.9K | 1.09% | 10 |
|
|
2013
Q3 | $2.95M | Buy |
34,243
+1,519
| +5% | +$131K | 1.01% | 13 |
|
|
2013
Q2 | $2.96M | Buy |
+32,724
| New | +$2.96M | 1% | 11 |
|