Realta Investment 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
Q2 | $634K | Sell |
5,882
-1,813
| -24% | -$195K | 0.25% | 85 |
|
|
2025
Q1 | $915K | Sell |
7,695
-205
| -3% | -$24.4K | 0.42% | 60 |
|
|
2024
Q4 | $852K | Sell |
7,900
-504
| -6% | -$54.4K | 0.35% | 62 |
|
|
2024
Q3 | $1.04M | Sell |
8,404
-15,763
| -65% | -$1.96M | 0.48% | 48 |
|
|
2024
Q2 | $2.78M | Buy |
24,167
+754
| +3% | +$86.8K | 0.54% | 30 |
|
|
2024
Q1 | $2.72M | Buy |
23,413
+645
| +3% | +$75K | 0.56% | 28 |
|
|
2023
Q4 | $2.28M | Buy |
22,768
+2,213
| +11% | +$221K | 0.51% | 36 |
|
|
2023
Q3 | $2.2M | Sell |
20,555
-2,785
| -12% | -$299K | 0.51% | 34 |
|
|
2023
Q2 | $2.5M | Buy |
23,340
+385
| +2% | +$41.3K | 0.55% | 29 |
|
|
2023
Q1 | $2.52M | Sell |
22,955
-7,065
| -24% | -$775K | 0.61% | 26 |
|
|
2022
Q4 | $3.31M | Buy |
30,020
+2,803
| +10% | +$309K | 0.81% | 15 |
|
|
2022
Q3 | $2.38M | Sell |
27,217
-3,183
| -10% | -$278K | 0.62% | 23 |
|
|
2022
Q2 | $2.66M | Sell |
30,400
-800
| -3% | -$70.1K | 0.65% | 26 |
|
|
2022
Q1 | $2.58M | Buy |
31,200
+5,499
| +21% | +$454K | 0.51% | 33 |
|
|
2021
Q4 | $1.57M | Buy |
25,701
+243
| +1% | +$14.9K | 0.35% | 62 |
|
|
2021
Q3 | $1.5M | Buy |
25,458
+1,405
| +6% | +$82.6K | 0.35% | 58 |
|
|
2021
Q2 | $1.52M | Sell |
24,053
-2,143
| -8% | -$135K | 0.36% | 59 |
|
|
2021
Q1 | $1.46M | Buy |
26,196
+487
| +2% | +$27.2K | 0.38% | 57 |
|
|
2020
Q4 | $1.06M | Sell |
25,709
-6,035
| -19% | -$249K | 0.3% | 75 |
|
|
2020
Q3 | $1.09M | Buy |
31,744
+3,156
| +11% | +$108K | 0.37% | 59 |
|
|
2020
Q2 | $1.28M | Buy |
28,588
+1,354
| +5% | +$60.5K | 0.42% | 49 |
|
|
2020
Q1 | $1.03M | Buy |
27,234
+2,544
| +10% | +$96.6K | 0.44% | 49 |
|
|
2019
Q4 | $1.68M | Buy |
24,690
+1,155
| +5% | +$78.8K | 0.46% | 35 |
|
|
2019
Q3 | $1.66M | Sell |
23,535
-164
| -0.7% | -$11.6K | 0.45% | 34 |
|
|
2019
Q2 | $1.82M | Buy |
23,699
+8,068
| +52% | +$620K | 0.51% | 30 |
|
|
2019
Q1 | $1.26M | Buy |
+15,631
| New | +$1.26M | 0.57% | 23 |
|