RIA
Regal Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Buy |
30,897
+9,680
| +46% | +$1.04M | 0.25% | 106 |
|
|
2025
Q1 | $2.52M | Sell |
21,217
-5,268
| -20% | -$627K | 0.2% | 131 |
|
|
2024
Q4 | $2.85M | Sell |
26,485
-1,809
| -6% | -$195K | 0.21% | 123 |
|
|
2024
Q3 | $3.32M | Sell |
28,294
-16,081
| -36% | -$1.89M | 0.23% | 124 |
|
|
2024
Q2 | $5.11M | Buy |
44,375
+18,638
| +72% | +$2.15M | 0.33% | 81 |
|
|
2024
Q1 | $2.99M | Buy |
25,737
+4,860
| +23% | +$565K | 0.2% | 135 |
|
|
2023
Q4 | $2.09M | Buy |
20,877
+1,777
| +9% | +$178K | 0.16% | 153 |
|
|
2023
Q3 | $2.25M | Sell |
19,100
-181
| -0.9% | -$21.3K | 0.19% | 137 |
|
|
2023
Q2 | $2.07M | Buy |
19,281
+20
| +0.1% | +$2.15K | 0.17% | 140 |
|
|
2023
Q1 | $2.11M | Sell |
19,261
-273
| -1% | -$29.9K | 0.19% | 137 |
|
|
2022
Q4 | $2.15M | Sell |
19,534
-202
| -1% | -$22.3K | 0.21% | 120 |
|
|
2022
Q3 | $1.72M | Buy |
19,736
+991
| +5% | +$86.5K | 0.18% | 130 |
|
|
2022
Q2 | $1.61M | Sell |
18,745
-996
| -5% | -$85.3K | 0.17% | 134 |
|
|
2022
Q1 | $1.63M | Sell |
19,741
-670
| -3% | -$55.3K | 0.15% | 140 |
|
|
2021
Q4 | $1.25M | Sell |
20,411
-301
| -1% | -$18.4K | 0.11% | 201 |
|
|
2021
Q3 | $1.22M | Buy |
20,712
+1,027
| +5% | +$60.4K | 0.12% | 189 |
|
|
2021
Q2 | $1.24M | Buy |
+19,685
| New | +$1.24M | 0.12% | 172 |
|
|
2021
Q1 | – | Sell |
-17,859
| Closed | -$736K | – | 450 |
|
|
2020
Q4 | $736K | Buy |
+17,859
| New | +$736K | 0.08% | 217 |
|
|
2020
Q3 | – | Sell |
-34,582
| Closed | -$1.55M | – | 313 |
|
|
2020
Q2 | $1.55M | Buy |
+34,582
| New | +$1.55M | 0.28% | 91 |
|
|
2020
Q1 | – | Sell |
-66,986
| Closed | -$4.67M | – | 319 |
|
|
2019
Q4 | $4.67M | Buy |
66,986
+29,313
| +78% | +$2.05M | 0.84% | 28 |
|
|
2019
Q3 | $2.66M | Sell |
37,673
-4,018
| -10% | -$284K | 0.52% | 53 |
|
|
2019
Q2 | $3.2M | Buy |
41,691
+1,148
| +3% | +$88K | 0.62% | 42 |
|
|
2019
Q1 | $3.28M | Sell |
40,543
-223
| -0.5% | -$18K | 0.67% | 43 |
|
|
2018
Q4 | $2.78M | Buy |
40,766
+4,307
| +12% | +$294K | 0.61% | 46 |
|
|
2018
Q3 | $3.1M | Buy |
36,459
+19,894
| +120% | +$1.69M | 0.65% | 36 |
|
|
2018
Q2 | $1.37M | Sell |
16,565
-23,815
| -59% | -$1.97M | 0.42% | 87 |
|
|
2018
Q1 | $3.01M | Sell |
40,380
-15
| -0% | -$1.12K | 0.67% | 39 |
|
|
2017
Q4 | $3.38M | Buy |
40,395
+6,158
| +18% | +$515K | 0.75% | 35 |
|
|
2017
Q3 | $2.81M | Buy |
34,237
+10,061
| +42% | +$825K | 0.65% | 43 |
|
|
2017
Q2 | $1.95M | Buy |
24,176
+4,807
| +25% | +$388K | 0.48% | 78 |
|
|
2017
Q1 | $1.59M | Buy |
19,369
+3,230
| +20% | +$265K | 0.41% | 84 |
|
|
2016
Q4 | $1.46M | Sell |
16,139
-1,784
| -10% | -$161K | 0.4% | 83 |
|
|
2016
Q3 | $1.56M | Buy |
17,923
+3,541
| +25% | +$309K | 0.44% | 74 |
|
|
2016
Q2 | $1.35M | Sell |
14,382
-3,539
| -20% | -$332K | 0.37% | 83 |
|
|
2016
Q1 | $1.5M | Sell |
17,921
-2,791
| -13% | -$233K | 0.41% | 78 |
|
|
2015
Q4 | $1.61M | Buy |
20,712
+1,275
| +7% | +$99.4K | 0.42% | 78 |
|
|
2015
Q3 | $1.45M | Buy |
19,437
+8,084
| +71% | +$601K | 0.38% | 84 |
|
|
2015
Q2 | $944K | Sell |
11,353
-56
| -0.5% | -$4.66K | 0.26% | 105 |
|
|
2015
Q1 | $970K | Buy |
11,409
+6,783
| +147% | +$577K | 0.24% | 113 |
|
|
2014
Q4 | $428K | Sell |
4,626
-2,498
| -35% | -$231K | 0.11% | 155 |
|
|
2014
Q3 | $670K | Buy |
7,124
+385
| +6% | +$36.2K | 0.2% | 123 |
|
|
2014
Q2 | $678K | Sell |
6,739
-230
| -3% | -$23.1K | 0.24% | 104 |
|
|
2014
Q1 | $681K | Buy |
6,969
+3,097
| +80% | +$303K | 0.29% | 95 |
|
|
2013
Q4 | $392K | Sell |
3,872
-5,898
| -60% | -$597K | 0.22% | 118 |
|
|
2013
Q3 | $841K | Buy |
9,770
+2,448
| +33% | +$211K | 0.49% | 77 |
|
|
2013
Q2 | $662K | Buy |
+7,322
| New | +$662K | 0.37% | 91 |
|