Regent Peak Wealth Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $725K | Buy |
6,093
+364
| +6% | +$43.3K | 0.17% | 58 |
|
|
2024
Q4 | $616K | Sell |
5,729
-99
| -2% | -$10.6K | 0.14% | 71 |
|
|
2024
Q3 | $683K | Sell |
5,828
-25
| -0.4% | -$2.93K | 0.16% | 73 |
|
|
2024
Q2 | $674K | Buy |
5,853
+700
| +14% | +$80.6K | 0.15% | 77 |
|
|
2024
Q1 | $599K | Sell |
5,153
-183
| -3% | -$21.3K | 0.15% | 78 |
|
|
2023
Q4 | $533K | Sell |
5,336
-12,674
| -70% | -$1.27M | 0.14% | 79 |
|
|
2023
Q3 | $2.12M | Buy |
18,010
+37
| +0.2% | +$4.35K | 0.65% | 39 |
|
|
2023
Q2 | $1.93M | Buy |
17,973
+15
| +0.1% | +$1.61K | 0.56% | 45 |
|
|
2023
Q1 | $1.97M | Buy |
17,958
+41
| +0.2% | +$4.5K | 0.61% | 44 |
|
|
2022
Q4 | $1.98M | Buy |
17,917
+485
| +3% | +$53.5K | 0.65% | 41 |
|
|
2022
Q3 | $1.52M | Buy |
17,432
+597
| +4% | +$52.1K | 0.54% | 47 |
|
|
2022
Q2 | $1.44M | Buy |
16,835
+535
| +3% | +$45.8K | 0.47% | 50 |
|
|
2022
Q1 | $1.35M | Buy |
16,300
+752
| +5% | +$62.1K | 0.39% | 50 |
|
|
2021
Q4 | $951K | Buy |
15,548
+313
| +2% | +$19.1K | 0.26% | 58 |
|
|
2021
Q3 | $896K | Sell |
15,235
-91
| -0.6% | -$5.35K | 0.26% | 60 |
|
|
2021
Q2 | $882K | Buy |
15,326
+725
| +5% | +$41.7K | 0.25% | 62 |
|
|
2021
Q1 | $815K | Buy |
14,601
+828
| +6% | +$46.2K | 0.27% | 66 |
|
|
2020
Q4 | $568K | Sell |
13,773
-28,418
| -67% | -$1.17M | 0.19% | 77 |
|
|
2020
Q3 | $1.45M | Sell |
42,191
-895
| -2% | -$30.7K | 0.62% | 39 |
|
|
2020
Q2 | $1.93M | Buy |
43,086
+28,267
| +191% | +$1.26M | 0.87% | 23 |
|
|
2020
Q1 | $562K | Buy |
14,819
+7,877
| +113% | +$299K | 0.31% | 59 |
|
|
2019
Q4 | $484K | Buy |
+6,942
| New | +$484K | 0.22% | 73 |
|