Ranch Capital Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,433
| Closed | -$1.12M | – | 144 |
|
|
2024
Q4 | $1.12M | Buy |
+10,433
| New | +$1.12M | 0.53% | 56 |
|
|
2021
Q4 | – | Sell |
-508
| Closed | -$30K | – | 615 |
|
|
2021
Q3 | $30K | Buy |
+508
| New | +$30K | 0.02% | 327 |
|
|
2021
Q2 | – | Sell |
-687
| Closed | -$38K | – | 360 |
|
|
2021
Q1 | $38K | Buy |
687
+34
| +5% | +$1.88K | 0.03% | 343 |
|
|
2020
Q4 | $26K | Sell |
653
-574
| -47% | -$22.9K | 0.02% | 406 |
|
|
2020
Q3 | $42K | Sell |
1,227
-168
| -12% | -$5.75K | 0.03% | 315 |
|
|
2020
Q2 | $62K | Sell |
1,395
-39
| -3% | -$1.73K | 0.05% | 266 |
|
|
2020
Q1 | $54K | Sell |
1,434
-397
| -22% | -$15K | 0.05% | 261 |
|
|
2019
Q4 | $128K | Sell |
1,831
-304
| -14% | -$21.3K | 0.1% | 185 |
|
|
2019
Q3 | $151K | Buy |
+2,135
| New | +$151K | 0.16% | 162 |
|