Regency Capital Management’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 | $292K | Sell |
2,706
-100
| -4% | -$10.8K | 0.15% | 52 |
|
|
2025
Q1 | $334K | Sell |
2,806
-36
| -1% | -$4.28K | 0.2% | 37 |
|
|
2024
Q4 | $306K | Sell |
2,842
-398
| -12% | -$42.8K | 0.17% | 44 |
|
|
2024
Q3 | $380K | Sell |
3,240
-65
| -2% | -$7.62K | 0.21% | 41 |
|
|
2024
Q2 | $380K | Sell |
3,305
-215
| -6% | -$24.8K | 0.24% | 40 |
|
|
2024
Q1 | $409K | Buy |
3,520
+200
| +6% | +$23.2K | 0.26% | 42 |
|
|
2023
Q4 | $332K | Buy |
3,320
+1,124
| +51% | +$112K | 0.22% | 45 |
|
|
2023
Q3 | $258K | Hold |
2,196
| – | – | 0.22% | 41 |
|
|
2023
Q2 | $236K | Buy |
+2,196
| New | +$236K | 0.2% | 38 |
|
|
2022
Q3 | – | Sell |
-196
| Closed | -$17K | – | 87 |
|
|
2022
Q2 | $17K | Sell |
196
-70
| -26% | -$6.07K | 0.02% | 67 |
|
|
2022
Q1 | $22K | Buy |
+266
| New | +$22K | 0.02% | 84 |
|