Recurrent Investment Advisors’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.23M Buy
2025
Q1
$6.2M Buy
2024
Q4
$5.52M Buy
2024
Q3
$1.17M Sell
2024
Q2
$1.22M Sell
2024
Q1
$1.26M Hold
2023
Q4
$1.08M Sell
2023
Q3
$1.41M Buy
2023
Q2
$1.29M Buy
2023
Q1
$1.26M Hold
2022
Q4
$1.26M Hold
2022
Q3
$999K Buy
2022
Q2
$810K Hold
2022
Q1
$781K Hold
2021
Q4
$578K Hold
2021
Q3
$556K Hold
2021
Q2
$596K Hold
2021
Q1
$528K Hold
2020
Q4
$390K Buy
2020
Q3
$321K Hold
2020
Q2
$419K Hold
2020
Q1
$355K Hold
2019
Q4
$653K Buy