Regatta Capital Group’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
Q3
$894K Sell
2025
Q2
$910K Sell
2025
Q1
$1.01M Sell
2024
Q4
$927K Buy
2024
Q3
$1.01M Buy
2024
Q2
$962K Buy
2024
Q1
$964K Buy
2023
Q4
$630K Buy
2023
Q3
$728K Sell
2023
Q2
$719K Hold
2023
Q1
$739K Hold
2022
Q4
$739K Buy
2022
Q3
$482K Buy
2022
Q2
$361K Sell
2022
Q1
$462K Buy
2021
Q4
$341K Buy