RFA
Resurgent Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
18,363
+1,374
| +8% | +$148K | 1.09% | 19 |
|
|
2025
Q1 | $2.02M | Sell |
16,989
-82
| -0.5% | -$9.75K | 1.21% | 18 |
|
|
2024
Q4 | $1.84M | Sell |
17,071
-4,531
| -21% | -$487K | 1.08% | 19 |
|
|
2024
Q3 | $2.53M | Buy |
21,602
+4,805
| +29% | +$563K | 1.48% | 13 |
|
|
2024
Q2 | $1.93M | Sell |
16,797
-940
| -5% | -$108K | 1.2% | 17 |
|
|
2024
Q1 | $2.06M | Buy |
17,737
+2,813
| +19% | +$327K | 1.1% | 20 |
|
|
2023
Q4 | $1.49M | Buy |
14,924
+789
| +6% | +$78.9K | 0.92% | 23 |
|
|
2023
Q3 | $1.66M | Buy |
14,135
+839
| +6% | +$98.6K | 1.13% | 17 |
|
|
2023
Q2 | $1.43M | Sell |
13,296
-136
| -1% | -$14.6K | 0.94% | 22 |
|
|
2023
Q1 | $1.47M | Sell |
13,432
-2,111
| -14% | -$231K | 0.98% | 23 |
|
|
2022
Q4 | $1.71M | Buy |
15,543
+1,774
| +13% | +$196K | 0.9% | 20 |
|
|
2022
Q3 | $1.2M | Buy |
13,769
+2,087
| +18% | +$182K | 0.8% | 34 |
|
|
2022
Q2 | $1M | Sell |
11,682
-679
| -5% | -$58.1K | 0.64% | 42 |
|
|
2022
Q1 | $1.02M | Buy |
12,361
+263
| +2% | +$21.7K | 0.63% | 39 |
|
|
2021
Q4 | $740K | Buy |
+12,098
| New | +$740K | 0.59% | 47 |
|