Castle Rock Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
16,836
-617
| -4% | -$66.8K | 0.43% | 65 |
|
|
2025
Q1 | $2.06M | Sell |
17,453
-1,443
| -8% | -$171K | 0.56% | 48 |
|
|
2024
Q4 | $2.05M | Sell |
18,896
-1,182
| -6% | -$128K | 0.49% | 53 |
|
|
2024
Q3 | $2.53M | Buy |
20,078
+1,465
| +8% | +$184K | 0.6% | 37 |
|
|
2024
Q2 | $2.14M | Sell |
18,613
-1,594
| -8% | -$183K | 0.53% | 42 |
|
|
2024
Q1 | $2.34M | Sell |
20,207
-103
| -0.5% | -$12K | 0.64% | 30 |
|
|
2023
Q4 | $2.08M | Buy |
20,310
+224
| +1% | +$22.9K | 0.63% | 30 |
|
|
2023
Q3 | $2.17M | Buy |
20,086
+7,290
| +57% | +$789K | 0.73% | 25 |
|
|
2023
Q2 | $1.37M | Buy |
12,796
+316
| +3% | +$33.8K | 0.47% | 51 |
|
|
2023
Q1 | $1.36M | Buy |
12,480
+420
| +3% | +$45.8K | 0.49% | 44 |
|
|
2022
Q4 | $1.42M | Buy |
12,060
+568
| +5% | +$66.9K | 0.63% | 38 |
|
|
2022
Q3 | $1.13M | Sell |
11,492
-929
| -7% | -$91K | 0.57% | 38 |
|
|
2022
Q2 | $1.07M | Buy |
12,421
+9,922
| +397% | +$852K | 0.54% | 43 |
|
|
2022
Q1 | $220K | Buy |
+2,499
| New | +$220K | 0.1% | 212 |
|
|
2019
Q3 | – | Sell |
-6,837
| Closed | -$525K | – | 189 |
|
|
2019
Q2 | $525K | Buy |
+6,837
| New | +$525K | 0.58% | 62 |
|
|
2018
Q4 | – | Sell |
-4,321
| Closed | -$354K | – | 108 |
|
|
2018
Q3 | $354K | Sell |
4,321
-2,099
| -33% | -$172K | 0.56% | 70 |
|
|
2018
Q2 | $531K | Sell |
6,420
-58
| -0.9% | -$4.8K | 0.72% | 42 |
|
|
2018
Q1 | $483K | Sell |
6,478
-1,383
| -18% | -$103K | 0.8% | 40 |
|
|
2017
Q4 | $657K | Buy |
+7,861
| New | +$657K | 1.28% | 23 |
|