Regatta Capital Group’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 | $910K | Sell |
8,442
-73
| -0.9% | -$7.87K | 0.16% | 91 |
|
|
2025
Q1 | $1.01M | Sell |
8,515
-104
| -1% | -$12.4K | 0.2% | 78 |
|
|
2024
Q4 | $927K | Buy |
8,619
+33
| +0.4% | +$3.55K | 0.18% | 83 |
|
|
2024
Q3 | $1.01M | Buy |
8,586
+229
| +3% | +$26.8K | 0.2% | 81 |
|
|
2024
Q2 | $962K | Buy |
8,357
+64
| +0.8% | +$7.37K | 0.21% | 80 |
|
|
2024
Q1 | $964K | Buy |
8,293
+1,988
| +32% | +$231K | 0.22% | 77 |
|
|
2023
Q4 | $630K | Buy |
6,305
+110
| +2% | +$11K | 0.17% | 92 |
|
|
2023
Q3 | $728K | Sell |
6,195
-506
| -8% | -$59.5K | 0.23% | 76 |
|
|
2023
Q2 | $719K | Hold |
6,701
| – | – | 0.23% | 83 |
|
|
2023
Q1 | $739K | Hold |
6,701
| – | – | 0.26% | 83 |
|
|
2022
Q4 | $739K | Buy |
6,701
+1,068
| +19% | +$118K | 0.26% | 83 |
|
|
2022
Q3 | $482K | Buy |
5,633
+1,413
| +33% | +$121K | 0.2% | 101 |
|
|
2022
Q2 | $361K | Sell |
4,220
-1,377
| -25% | -$118K | 0.17% | 107 |
|
|
2022
Q1 | $462K | Buy |
5,597
+26
| +0.5% | +$2.15K | 0.16% | 106 |
|
|
2021
Q4 | $341K | Buy |
+5,571
| New | +$341K | 0.12% | 135 |
|