RIA
Recurrent Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23M | Buy |
57,766
+5,635
| +11% | +$607K | 0.5% | 24 |
|
|
2025
Q1 | $6.2M | Buy |
52,131
+806
| +2% | +$95.9K | 0.53% | 23 |
|
|
2024
Q4 | $5.52M | Buy |
51,325
+41,376
| +416% | +$4.45M | 0.51% | 23 |
|
|
2024
Q3 | $1.17M | Sell |
9,949
-666
| -6% | -$78.1K | 0.12% | 37 |
|
|
2024
Q2 | $1.22M | Sell |
10,615
-203
| -2% | -$23.4K | 0.13% | 36 |
|
|
2024
Q1 | $1.26M | Hold |
10,818
| – | – | 0.15% | 34 |
|
|
2023
Q4 | $1.08M | Sell |
10,818
-1,183
| -10% | -$118K | 0.16% | 33 |
|
|
2023
Q3 | $1.41M | Buy |
12,001
+10
| +0.1% | +$1.18K | 0.21% | 36 |
|
|
2023
Q2 | $1.29M | Buy |
11,991
+545
| +5% | +$58.5K | 0.22% | 39 |
|
|
2023
Q1 | $1.26M | Hold |
11,446
| – | – | 0.25% | 34 |
|
|
2022
Q4 | $1.26M | Hold |
11,446
| – | – | 0.27% | 32 |
|
|
2022
Q3 | $999K | Buy |
11,446
+1,993
| +21% | +$174K | 0.27% | 32 |
|
|
2022
Q2 | $810K | Hold |
9,453
| – | – | 0.25% | 35 |
|
|
2022
Q1 | $781K | Hold |
9,453
| – | – | 0.25% | 37 |
|
|
2021
Q4 | $578K | Hold |
9,453
| – | – | 0.23% | 40 |
|
|
2021
Q3 | $556K | Hold |
9,453
| – | – | 0.24% | 37 |
|
|
2021
Q2 | $596K | Hold |
9,453
| – | – | 0.3% | 39 |
|
|
2021
Q1 | $528K | Hold |
9,453
| – | – | 0.33% | 42 |
|
|
2020
Q4 | $390K | Buy |
9,453
+91
| +1% | +$3.75K | 0.29% | 41 |
|
|
2020
Q3 | $321K | Hold |
9,362
| – | – | 0.34% | 38 |
|
|
2020
Q2 | $419K | Hold |
9,362
| – | – | 0.39% | 37 |
|
|
2020
Q1 | $355K | Hold |
9,362
| – | – | 0.67% | 31 |
|
|
2019
Q4 | $653K | Buy |
+9,362
| New | +$653K | 0.83% | 30 |
|