RIS
Retirement Income Solutions’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
2,941
-189
| -6% | -$20.4K | 0.06% | 116 |
|
|
2025
Q1 | $372K | Hold |
3,130
| – | – | 0.08% | 90 |
|
|
2024
Q4 | $337K | Sell |
3,130
-656
| -17% | -$70.6K | 0.07% | 102 |
|
|
2024
Q3 | $444K | Sell |
3,786
-1,961
| -34% | -$230K | 0.1% | 77 |
|
|
2024
Q2 | $662K | Sell |
5,747
-335
| -6% | -$38.6K | 0.16% | 60 |
|
|
2024
Q1 | $707K | Hold |
6,082
| – | – | 0.16% | 63 |
|
|
2023
Q4 | $608K | Sell |
6,082
-175
| -3% | -$17.5K | 0.15% | 64 |
|
|
2023
Q3 | $736K | Hold |
6,257
| – | – | 0.21% | 56 |
|
|
2023
Q2 | $671K | Hold |
6,257
| – | – | 0.18% | 61 |
|
|
2023
Q1 | $686K | Buy |
6,257
+425
| +7% | +$46.6K | 0.2% | 57 |
|
|
2022
Q4 | $643K | Buy |
5,832
+1,952
| +50% | +$215K | 0.2% | 55 |
|
|
2022
Q3 | $344K | Hold |
3,880
| – | – | 0.12% | 79 |
|
|
2022
Q2 | $332K | Buy |
3,880
+546
| +16% | +$46.7K | 0.12% | 81 |
|
|
2022
Q1 | $275K | Buy |
+3,334
| New | +$275K | 0.08% | 96 |
|
|
2021
Q3 | – | Sell |
-3,282
| Closed | -$207K | – | 101 |
|
|
2021
Q2 | $207K | Buy |
+3,282
| New | +$207K | 0.07% | 96 |
|
|
2020
Q1 | – | Sell |
-3,951
| Closed | -$276K | – | 80 |
|
|
2019
Q4 | $276K | Sell |
3,951
-4,363
| -52% | -$305K | 0.11% | 62 |
|
|
2019
Q3 | $587K | Buy |
8,314
+694
| +9% | +$49K | 0.31% | 37 |
|
|
2019
Q2 | $584K | Sell |
7,620
-146
| -2% | -$11.2K | 0.31% | 36 |
|
|
2019
Q1 | $627K | Buy |
7,766
+500
| +7% | +$40.4K | 0.36% | 29 |
|
|
2018
Q4 | $495K | Sell |
7,266
-639
| -8% | -$43.5K | 0.32% | 32 |
|
|
2018
Q3 | $672K | Buy |
7,905
+1,791
| +29% | +$152K | 0.38% | 27 |
|
|
2018
Q2 | $506K | Sell |
6,114
-1,325
| -18% | -$110K | 0.31% | 32 |
|
|
2018
Q1 | $555K | Sell |
7,439
-4,364
| -37% | -$326K | 0.34% | 26 |
|
|
2017
Q4 | $987K | Buy |
+11,803
| New | +$987K | 0.58% | 20 |
|