GRP
Global Retirement Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.47M | Buy |
+87,868
| New | +$9.47M | 0.23% | 86 |
|
|
2024
Q4 | $9.08M | Buy |
84,439
+3,115
| +4% | +$335K | 0.26% | 82 |
|
|
2024
Q3 | $9.53M | Sell |
81,324
-1,115
| -1% | -$131K | 0.29% | 75 |
|
|
2024
Q2 | $9.49M | Buy |
82,439
+16,746
| +25% | +$1.93M | 0.3% | 71 |
|
|
2024
Q1 | $7.64M | Buy |
65,693
+1,197
| +2% | +$139K | 0.28% | 76 |
|
|
2023
Q4 | $6.3M | Buy |
64,496
+4,626
| +8% | +$452K | 0.26% | 83 |
|
|
2023
Q3 | $6.68M | Buy |
59,870
+1,371
| +2% | +$153K | 0.34% | 68 |
|
|
2023
Q2 | $6.27M | Buy |
58,499
+1,847
| +3% | +$198K | 0.31% | 71 |
|
|
2023
Q1 | $6.11M | Sell |
56,652
-3,623
| -6% | -$391K | 0.32% | 60 |
|
|
2022
Q4 | $6.65M | Buy |
60,275
+4,106
| +7% | +$453K | 0.46% | 40 |
|
|
2022
Q3 | $6.22M | Buy |
56,169
+4,725
| +9% | +$524K | 0.47% | 38 |
|
|
2022
Q2 | $4.41M | Buy |
51,444
+156
| +0.3% | +$13.4K | 0.35% | 63 |
|
|
2022
Q1 | $4.84M | Buy |
+51,288
| New | +$4.84M | 0.38% | 57 |
|
|
2021
Q4 | – | Sell |
-36,362
| Closed | -$2.14M | – | 1856 |
|
|
2021
Q3 | $2.14M | Sell |
36,362
-57
| -0.2% | -$3.35K | 0.21% | 104 |
|
|
2021
Q2 | $2.3M | Buy |
36,419
+2,737
| +8% | +$173K | 0.24% | 92 |
|
|
2021
Q1 | $1.88M | Buy |
33,682
+2,918
| +9% | +$163K | 0.22% | 99 |
|
|
2020
Q4 | $1.27M | Buy |
30,764
+11,273
| +58% | +$465K | 0.16% | 132 |
|
|
2020
Q3 | $669K | Sell |
19,491
-409
| -2% | -$14K | 0.1% | 192 |
|
|
2020
Q2 | $890K | Buy |
19,900
+2,357
| +13% | +$105K | 0.14% | 144 |
|
|
2020
Q1 | $666K | Buy |
17,543
+2,885
| +20% | +$110K | 0.13% | 161 |
|
|
2019
Q4 | $1.02M | Sell |
14,658
-418
| -3% | -$29.2K | 0.16% | 144 |
|
|
2019
Q3 | $1.07M | Buy |
15,076
+1,058
| +8% | +$74.7K | 0.18% | 128 |
|
|
2019
Q2 | $1.07M | Buy |
14,018
+2,825
| +25% | +$216K | 0.21% | 102 |
|
|
2019
Q1 | $904K | Buy |
11,193
+303
| +3% | +$24.5K | 0.22% | 87 |
|
|
2018
Q4 | $743K | Buy |
10,890
+747
| +7% | +$51K | 0.19% | 105 |
|
|
2018
Q3 | $862K | Sell |
10,143
-1,051
| -9% | -$89.3K | 0.19% | 106 |
|
|
2018
Q2 | $926K | Buy |
11,194
+2,758
| +33% | +$228K | 0.23% | 86 |
|
|
2018
Q1 | $629K | Buy |
8,436
+1,087
| +15% | +$81K | 0.17% | 127 |
|
|
2017
Q4 | $615K | Buy |
7,349
+4,110
| +127% | +$344K | 0.17% | 124 |
|
|
2017
Q3 | $266K | Buy |
3,239
+59
| +2% | +$4.85K | 0.11% | 186 |
|
|
2017
Q2 | $257K | Buy |
3,180
+186
| +6% | +$15K | 0.12% | 166 |
|
|
2017
Q1 | $246K | Sell |
2,994
-613
| -17% | -$50.4K | 0.14% | 146 |
|
|
2016
Q4 | $326K | Buy |
+3,607
| New | +$326K | 0.22% | 100 |
|